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Summary: Financial advisors at independent RIA practices who integrate at least some degree of technology earn approximately 20 percent more in annual income than those who do not. Such an eye opening stat, from a 2013 whitepaper by Envestnet and Aite Group called, “RIA Productivity and Profitability: Integration Pays,” is just one of many cited in the report regarding the positive role of technology in the independent space.
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Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
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Summary: If you want insight into how wealthy investors think — and how to keep them as clients — it would be hard to find a more informed source than Charlotte Beyer.
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Summary: Mobile technology is transforming registered investment adviser practices as well as the nature of the adviser/client relationship. But to experience the full range of benefits that mobile applications provide, advisers need to change the way they think of mobility.
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Summary: For advisors to capture more affluent business and demonstrate their value beyond performance, they’ll have to transform their business. Here are four steps to making 2015 the year of Financial Advisor Transformation.
