Showing Your Value to Clients With Your Planning Software
If you're used to working with Windows, you can be more efficient using eMoney to organize client files and give them access to their data.
Is Your Client a ‘How’ or a ‘Why’?
Advisors encounter a broad spectrum of personalities, but I've found that most clients fit into one of two categories: the “hows” and the “whys.”
Advisors Leaning More on Product Providers’ Mobile Sites
New report offers perspective on what advisors want—and often don’t get.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
Raymond James Keeps Up Social Media Push
The firm says close to two-thirds of reps are up and running on Facebook, Twitter and LinkedIn.
Turning Succession Planning Into Business Growth: Raymond James
The independent arm at Raymond James is brokering deals for its own advisors, as well as for breakaway wirehouse reps nationwide.
Raymond James Exec: ‘No Robo-Advisor Plans’
Raymond James' indie arm remains focused on advisors, their growth and recruiting, according to President Scott Curtis.
TD Ameritrade Misses on Q1 Earnings
In the coming months, the firm will decide whether to focus on growth through marketing and salespeople or technology, or both, CEO Tomczyk says.
A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
Forging My Way Toward True Technology Integration
Here's how I'm getting the disparate parts of the technology I use in my practice to work and play well together.