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.
The Financial Upside of Succession Planning
As a smart financial advisor, you want to maximize the value of your most valuable asset—your practice.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation
Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.
Michael Kitces: The 2012 IA 25 Extended Profile
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.
Advisors' Sophistication Is Growing, In Investing Knowledge and Marketing Tactics
The most recent Rydex|SGI AdvisorBenchmarking survey suggests that many advisors are infusing themselves with a more sophisticated range of resources to offer clients, which in turn helps keep them calm and loyal during unstable market conditions.
CRM Version of Schwab Integration Project Moving Out of Beta Into Pilot Phase
Modular and turnkey versions of Salesforce.com CRM system moves into next phase of Intelligent Integration rollout.
CRM: An Untapped Engine for Growth
While the vast majority of advisors have implemented some form of client relationship management (CRM) software in their practices, most of them continue to overlook what may be CRM’s biggest benefit to an RIA business: the ability to fuel and support growth.