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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.
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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).
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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.
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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.
Added on October 2016 in Form an RIA
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Summary: There’s no time like the present to prepare for an approaching regulatory sea change—something advisors should keep in mind as they get ready for implementation of the DOL fiduciary rule.
