Want to Get More Business? GuideVine Plays Advisor-Client Matchmaker
Marketing itself as a Match.com-like service, GuideVine helps advisors put their best digital face forward to lure both clients and younger advisors.
Best Finance Tweets of the Year: 2015
Tweets are ephemeral by nature, but here are some that stuck out this past year.
Advisor Future Shock: Rising to the Robo Challenge
“Futurists don’t know any more about the future than anyone else,” said Alvin Toffler, “but good ones know a lot more" about the present.
Good Technology Wasn't So Good for Employees
Why we should feel worse for Good Technology's employee-shareholders than for the average public-company employee-shareholder whose stock goes down.
An Advisor’s Year-End To-Do List, Pt. 3: Marketing Your Business
The past few weeks we have been discussing an advisor’s end-of-year checklist. In this post, we will finish with a look at marketing your business.
Before Buying New Tech, Use What You Have to the Fullest
Boosting client and staff adoption rates for your current technology will increase your efficiency and help you keep pace with changing client behavior.
The Hole in the (Fire)Wall Gang
The financial industry can consider it a sure thing that cyber-risk will hit different segments in different ways in the year ahead.
If 2015 Was the Year of the Robos, What’s Next in Advisor Technology?
New trends on the horizon will further digitize financial transactions and help advisors get to know clients better even before meeting them in person.
2015: They Were Doing What? Robos, Flat Fees and Fiduciary
In a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.
An Advisor’s Year-End To-Do List, Pt. 2: Technology and Your Budget
To be ready for the New Year, prepare your 2016 budget and know what technology you'll explore. Here's how to get to that point.