From Financial Planning
Added on September 2017 in Form an RIA
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Summary: When it comes to technology upgrades, advisors often make the same mistakes their clients do with investments: they buy in the moment, without a plan.
From Advisor Perpectives
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Summary: “Which software costs less?” is a frequent question I hear from advisors. Another popular question is, “What is the best (CRM, portfolio reporting, planning, etc.) software?” My answer is they are all good. It’s about which one is best for your firm.
From Finacial Planning
Added on September 2017 in M&A Issues
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Summary: Buyers are setting the deal terms and RIA sellers are "leaving tons of money on the table," says Seivert, speaking at the annual Deals & Deal Makers Summit hosted by Echelon.
From ThinkAdvisor
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Summary: Pursuing a digital advice solution is about more than selecting the right technology. Advisors make decisions that are both strategic and technical, impacting many facets of their business. In fact, most advisors with whom Fidelity has spoken are interested in blending both human and digital elements into one solution for their clients. We believe that this combination of high-techustody-Solutions and high-touch will be key to a successful offering.
From IRIS
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Summary: [Podcast] Randy and his firm are a wonderful example of what happens when a personal passion informs a target market, and the rest of the business aligns itself in support of those things.
