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Top 5 fintech solutions firms are adopting this year

Added on June 2022 in Manage Your Practice
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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.

 

Trade associations raise concerns about SEC's cybersecurity proposal

Added on April 2022 in Manage Your Practice
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Summary: Trade associations in the investment advice sector are voicing concerns about the reporting mandates of a proposed SEC cybersecurity rule for registered investment advisers and companies.

 

Who Are The Traditional Influencers In The Community?

Added on April 2022 in Manage Your Practice
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SummaryThe most important men in town would come to fawn on me. They would ask me to advise them. A few lines later the song continues with: And it won’t make one bit of difference if I answer right or wrong. When you’re rich they think you really know. The lyrics imply the local wealthy folks are influencers. Who else could send business in your direction?

Let Your Clients Build Your Business

Added on March 2022 in Manage Your Practice
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Summary: Few advisors would argue with the old adage that to have a more successful business, you need to design an excellent "client experience." But what does that actually mean? 

What It Takes to Build Successful FA Teams

Added on February 2022 in Manage Your Practice
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Summary: RBC Wealth Management's Richard Beckel talks about coaching financial advisory teams.

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