In Search of the Best Financial Planning Software: My Choice
As my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
‘Widgetization’ Is Next Level of Tech Integration: Finance Logix
Too many advisors are still unaware of what tech can do for them. Oleg Tishkevich is here to help.
Schwab Reveals Secret of Fastest-Growing RIAs
The fastest-growing RIA firms have ‘black-belt status’ in one key area, reports Schwab Advisor Services' Jon Beatty.
Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech
The Envestnet | Tamarac white paper also found that registered investment advisors with some level of integration have almost twice the amount of assets under management as RIAs with the same size staff but no integration.
Top Advisors Sound Off on Tech: NAPFA Conference
"How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.
Tech Integration Directly Related to Client Face Time: TDAI’s Valleley
Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%
Top 10 Wealth Management Trends for 2013
Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.
How 4-Step Process to Achieve Tech Integration Boosts Revenue
When advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.
New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow
The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.
Mergers: A Tech Nightmare for Advisors
No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.