Opening New Accounts Is About to Get a Lot Easier
According to Gartner, the No. 1 area of technology investments being made by financial services companies these last several years is improving firms’ ability to more quickly and seamlessly onboard new clients.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
How Ron Carson, Others Lure Clients With Latest Tech
Experts share ways to use the latest and greatest tools while giving clients an advisor-friendly experience.
Orion Forms New Partnership to Launch Tech, Marketing Platform for TAMPs
AdvisoryWorld and Mineral Interactive join the portfolio accounting software provider to create customized solutions.
TD Ameritrade Furthers Technology Integration Mission
According to CEB Tower Group, the No. 1 technology investment being made by wealth management firms these days is in client onboarding and new account opening.
100% Advisory Payouts & 7 Other ‘Heresies’
Advisors take note: Many sacred cow profit centers being disrupted by broker-dealers promoting “loss leaders” to prospects.
How Orion Advisor Services Is Helping Advisors Manage Credit Risk
A new partnership with Moody’s Analytics provides Orion's clients access to timely changes in credit ratings.
When Advisors Become Technology Developers
“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” says SS&C Advent's Dave Welling.
Ron Carson — The Advisor’s Advisor: The 2017 IA 25
He argues today's reps must prove their worth and adjust to change; "you either evolve quickly or become irrelevant."
Frontrunners: The 2017 IA 25
Whatever is happening in the markets or in Washington, there will always be thought leaders and advocates working on advisors’ behalf.