Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Technology Will Continue to Transform Independent Advice, and Advisors
The history of the independent advice model confirms that technology empowers independent advice. It will continue to do so.
What’s the Future of Advisor AUM Fees?
As the price of beta goes to zero, will financial planners be forced to reduce or unbundle AUM fees?
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.
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.