1 visitor like this article | Viewed 5806 times | 0 comment
Summary: With so many new or updated technology products available, it's not surprising that advisers are bringing on new tools all the time. It isn't easy though.Advisers need to consider a number of factors before acting: Who will be involved in the adoption process, who will champion the new software when it is rolled out, how long is it expected to take and in what ways will the product integrate with the current system.
1 visitor like this article | Viewed 3851 times | 0 comment
Summary: Planning teams perform better than solo advisers, and it's not just a matter of two heads being better than one. Advisers who work together as a pair or even a larger team grow faster than advisers who work alone because they focus on the fundamental drivers that lead to more successful businesses, according to a PriceMetrix report released Tuesday.
0 visitor like this article | Viewed 3852 times | 0 comment
Summary: The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers. Automated investment platforms saw a 57% increase in assets under management between December 2014 and July 2015, according to a recent Corporate Insight study, “Next Generation Investing 2015: Digital Advice Matures.
1 visitor like this article | Viewed 3962 times | 0 comment
Summary: Earlier this year, we surveyed over 1,000 registered investment adviser (RIA) firms about their technology usage, service offerings, and portfolio management styles, and then coupled the results with several different firm performance metrics.
0 visitor like this article | Viewed 3740 times | 0 comment
Summary: At first glance, it looks like financial advisors have it made. Demand is growing for their services while the supply of advisors is falling due to retirement. The Bureau of Labor Statistics forecast a 27% increase in financial advisor jobs through 2022 — more than twice the growth of employment overall.
