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Summary: Who says business apps have to be boring? Here is a list of efficiency-driven apps that save time and money for advisers (and everyone else in their practices!)
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Summary: The coming year will bring rapid changes in technology, regulations and in M&A. But which developments will be the most important to your practice and your clients? We’ve done the heavy lifting for you so you can stay ahead of your competition. Here are the trends to watch in 2016.
Added on December 2015 in M&A Issues
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Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.
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Summary: Digital advisor platforms, commonly referred to as B2B robo advisors, are here to stay.The question is no longer will these platforms survive but rather which one a financial advisor should choose.
Added on December 2015 in Join an RIA
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Summary: For advisors considering the RIA space, a few lessons learned on the client side are key to a successful transition.
