From IRIS
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Summary: Technology is becoming a key component to any successful RIA firm. Using technology can streamline your operations work, enhance your client experience, and ultimately help you sign more prospects. But there are +100 advisor-focused technology solutions on the market! Considering which technology to invest in can be a daunting task.
From Financial Planning
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Summary: Since I started writing this column four years ago, I’ve been assigned to deal with the journey of a younger financial planner. While most of my columns have focused on this topic, sometimes I have discussed subjects that are often avoided.
From Financial Advisor IQ
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Summary: With more than half of all advisors in teams, consensus among opinion-makers in the wealth advice industry holds that independent sole practitioners – generalists by necessity – are a dying breed as more specialized FAs at ever-bigger firms come into their own.
From Think Advisor
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Summary: Most advisors are aware of the technology that requires the most attention in their firms: software, product vendors, processes and best practices. Given this understandable order of things, it often happens that the hardware your firm uses becomes somewhat of an afterthought.
From InvestmentNews
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Summary: Though subconscious bias favors older white males when prospects choose a financial adviser, many professionals hoping to break through and make a standout first impression can heed the advice of these successful planners. Some say it's all about passion, while others focus on making the prospect feel comfortable and important.
