What Advisors Can Learn From Software Makers
Advisors can learn something from robo-advisors, too, says Fortigent CEO Jamie McIntyre.
Bernie Clark, SAS’ Next-Gen Cheerleader: The 2014 IA 25
When you’re the head of a large financial services organization, gravitas is your byword.
‘Office of the Future’ Puts Advisor Technology on Display
Fidelity Institutional has opened an intriguingly named “Office of the Future” on its Smithfield, R.I., campus.
Spectrem Millionaire Corner Launches Advisor Ratings
Want to know how your clients would rate you? Spectrem Millionaire Corner will now survey them for you.
LinkedIn Compliance Program Offers SEC, FINRA Help
“LinkedIn is the No. 1 social media channel used and requested by financial advisors,” says Stephen Marsh, CEO of Smarsh, a certified compliance partner.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
‘No Easy Way to Win’ in Today’s Market: Shiller
In tricky times like these, Yale economist Robert Shiller says, it's all about diversity and “common sense.”
How to Convert Social Media Conversations Into Sales
A Northwestern Mutual rep's story provides insights into using social media to deliver "soft openings" to prospects and to create a stream of referrals.
Phony Advisor in Hawaii Used Twitter to Bilk Clients: SEC
The SEC says a 27-year-old Honolulu woman attracted about $250,000 to her schemes via Twitter, Facebook and other websites.