Why Client Engagement Strategies Fail
Julie Littlechild of Advisor Impact and Spenser Segal of ActiFi discussed several client engagement initiatives that can increase client growth and retention.
What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
4 Keys to Successful Technology Integration
It’s gone from being a competitive advantage to a business necessity.
Pursuing Practice Excellence — ActiFi’s Spenser Segal: Video
ActiFi founder and CEO Spenser Segal discusses the evolution of practice management in the past, and looks at what advisor practice management will come to be in the future.
Industry Leaders on Practice Management: Sales and Marketing
We convened with four industry experts in June to hash out the results of our groundbreaking Pursuing Practice Excellence study. In this transcript, their insights on what works, and doesn't, on advisor sales and marketing support.
Pursuing Practice Excellence: The Advisor Perspective
In the first of a series of reports by the Investment Advisor Group and ActiFi on our breakthrough practice management study, advisors told us their needs and which partners they rely on—and don’t—for practice management solutions.
Tech Execs Look to the Future: TD Ameritrade Conference
A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.
Jan. 18 Webinar to Focus on Key Issues, Strategies for Advisors in Transition
Unique data, insights and strategies for advisors considering a change to be addressed in latest AdvisorOne web seminar.
AdvisorOne, ActiFi Seek Advisor Input on What Works in Practice Management
Comprehensive, objective survey of advisors and their partners will go where no studies—or consultants—have gone before.