How Advisors Use Educational Tools for Their Clients
A Practical Perspectives study examines client-approved resources, including where advisors get them and which topics are most sought after.
3 Ways Advisors Must Change to Survive Robo-Advisors
Financial planning is the anti-commoditizer, and therefore for the foreseeable future is the anti-robo-advisor value-add as well.
A 5-Step Process to Utilize Your Existing Technology: Introduction
Chances are good that you already have the technology to run a more efficient practice, you just need to learn how to use it better.
IMCA’s ‘Capstone Gathering’ in Boston Attracts 1,700 Attendees
Executive director and CEO Sean Walters says event is growing in attendance even as its overall membership swells, with more independent advisors joining.
Kitces, Moore Launch XY Planning Network
Members of the XY Planning Network will offer fee-only financial planning services on an “affordable” monthly retainer and work with clients virtually.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
7 Steps to Successfully Manage Tangible Assets
Here’s how to get your HNW clients to act to protect tangible assets like fine art and classic cars as they do their financial assets.
2014 Tech Goal: Go Where Your Clients Are
Stuart DePina, Neal Ringquist and Doug Besso talk about the state of advisor technology and how tech tools can help RIAs thrive.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
The Future of FAs & IT
The broker-dealer industry is going through a less-than-wonderful transition to a more automated and tech-connected world, according to many experts and insiders at TechLeaders 2013, a B-2-B conference. The annual conference, held each spring in the greater Dallas area, drew about 150 professionals. The event highlighted the multiple challenges faced...