0 visitor like this article | Viewed 3057 times | 0 comment
Summary: There are 40,000 fewer advisers across all channels of the industry than there were in 2008 and more CFPs are over the age of 70 than under the age of 30, Pershing Advisor Solutions CEO Mark Tibergien said at NAPFA's Fall Conference.
0 visitor like this article | Viewed 3325 times | 0 comment
Summary: RIAs that adopt business support technology platforms to help them deal with administrative overhead have an upper hand in growing their assets under management, according to a recent survey by RIA in a Box.
0 visitor like this article | Viewed 2700 times | 0 comment
Summary: All too often, firms view marketing as an all-or-nothing proposition that has to be completely managed in-house by a full time marketing professional, and they just don’t have the need or budget. What these firms don’t realize is that there are other options available. One such option is a Virtual Marketing Director (VMD).
0 visitor like this article | Viewed 3021 times | 0 comment
Summary: As the number of robo-investing platforms proliferate and individual investors gain comfort with the technology, more financial advisers are incorporating the platforms into their practice or looking to do so.
0 visitor like this article | Viewed 2898 times | 0 comment
Summary: Today, more financial advisors than ever are realizing that technology is an important tool to increase client satisfaction and profitability. However, recent studies, and no doubt your own experience, have found that new investments in technology don’t always go smoothly. Despite large investments in CRM systems, client reporting and portfolio management software, advisors are frequently unsatisfied with the outcomes and/or are not utilizing technology to its fullest capacity.
