1 visitor like this article | Viewed 3601 times | 0 comment
Summary: Financial advisers are addressing how best to invest in technology from a fresh perspective, according to the 2015 InvestmentNews Adviser Technology Study. A myopic concentration on costs and on the immediate impact on profits is giving way to client concerns and overall productivity.
3 visitors like this article | Viewed 3552 times | 0 comment
Summary: Common wisdom holds that the advice business is not scalable. While operating leverage may be easier to attain in other industries, such as manufacturing or software development, advisory firms can achieve scale once they reach a certain level of critical mass.
1 visitor like this article | Viewed 3508 times | 0 comment
Summary: There is a famous quote by Lewis Carroll that says, “If you don’t know where you are going, any road will get you there.” Having a vision and knowing where you want to go is one of the cornerstones of your business.
1 visitor like this article | Viewed 3778 times | 0 comment
Summary: It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way.
1 visitor like this article | Viewed 3442 times | 0 comment
Summary: The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value.
