0 visitor like this article | Viewed 2959 times | 0 comment
Summary: Financial advisory firms continue to bleed money on tech with failed adoption rates. So we asked why and here is the answer: You can NOT adopt tech without first deciding your business model. This may seem like common sense but humor us and read below so you don’t make the same mistake as your peers.
0 visitor like this article | Viewed 2678 times | 0 comment
Summary: Most financial advisers started their firm because they had a dream for a different life and a vision of how to get there. They're passionate, ambitious and committed to building their new venture.
0 visitor like this article | Viewed 2938 times | 0 comment
Summary: Managing wealth today is increasingly about getting the best from human interactions and technology — and getting this mix right is both the challenge and opportunity that the industry faces next year.
0 visitor like this article | Viewed 2999 times | 0 comment
Summary: Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether.
0 visitor like this article | Viewed 2677 times | 0 comment
Summary: Pundits like to make fun of the tradition of New Year’s resolutions, pointing out all the failures to actually follow through on those resolutions. Yet Americans keep making them, year after year. According to the Statistic Brain Research Institute, 45% of us usually make resolutions, but only 8% succeed in following them.