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Summary: The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.
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Summary: Technology can work many wonders — as long as it is used. One persistent problem in the advice business, however, is the relatively low rate at which advisers adopt new technology. Could adoption be mandatory? Participants in the Technology Think Tank Sept. 13 - 14 wrestled with the issue.
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Summary: Many wirehouse advisors are “brainwashed” into thinking they won’t have access to sophisticated investment solutions if they start their own RIA. PFI Advisors’ latest white paper highlights how independent advisors can access alternative investments in the RIA channel. Featuring Artivest, CAIS, iCapital, PPB Capital Partners, and Republic Capital Group, our research addresses the top concerns advisors have when utilizing alternative investments in the RIA industry.
Added on November 2017 in Form an RIA
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Summary: These days, advisors must navigate an industry landscape that’s being reshaped by new regulations, demographic shifts and a surge in competition from alternative wealth management strategies. To keep pace with these changes, successful advisors increasingly have turned to tools such as software and other technology to boost efficiency and provide better service to clients. But while technology offers considerable benefits, it also poses a potential threat to advisors and their clients.
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Summary: Sometimes your best prospecting opportunities are right in front of you. But you miss them. You make things harder than they need to be. But when you have a repeatable system, you find quick wins. Opportunities to let your most obvious prospects know that you’re open for business. And how you will serve them.
