Before Buying New Tech, Use What You Have to the Fullest
Boosting client and staff adoption rates for your current technology will increase your efficiency and help you keep pace with changing client behavior.
The Hole in the (Fire)Wall Gang
The financial industry can consider it a sure thing that cyber-risk will hit different segments in different ways in the year ahead.
If 2015 Was the Year of the Robos, What’s Next in Advisor Technology?
New trends on the horizon will further digitize financial transactions and help advisors get to know clients better even before meeting them in person.
2015: They Were Doing What? Robos, Flat Fees and Fiduciary
In a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.
An Advisor’s Year-End To-Do List, Pt. 2: Technology and Your Budget
To be ready for the New Year, prepare your 2016 budget and know what technology you'll explore. Here's how to get to that point.
FINRA Hits Cantor With $7.3M Sanction Over Microcap Sales
The regulator also suspends and fines both an executive and a trader for their behavior.
6 Tips for an Email Strategy That Works
Consumers are getting smarter about email marketing tactics, but email isn't dead. Here's how to get through to your clients and truly strengthen relationships.
The Non-Promise of Portfolio Growth for Clients
My mistake. Advisors of course can't promise clients future results. And yet, what's the better word to describe the client-advisor relationship?
Think Robos Don’t Appeal to the Wealthy? Think Again
Capgemini report finds great majority of younger HNWs would let a robo-advisor manage most of their wealth. They're also more likely to leave their advisors.
‘In The Future, We Will Have Robo-Advice on Steroids’: Deloitte
Robo-advice could grow to be a $5 trillion to $7 trillion segment by 2025 in the United States, Deloitte's research shows.