0 visitor like this article | Viewed 3961 times | 0 comment
Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?
0 visitor like this article | Viewed 12374 times | 0 comment
Summary: MIAMI —“I feel that all of our websites, all of our LinkedIn profiles, all of our digital presence is vanilla,” John retorted as he shook his head to reinforce his disapproval, then asking “Are we just wasting our time with all of us looking the same and saying the same thing?”
0 visitor like this article | Viewed 3792 times | 0 comment
Summary: One of the great things about modern smartphones is that advisers can use their own devices both at work and in their personal lives. Last week, InvestmentNews ran through some of the most popular apps advisers use to get work done, but what about the apps they use for fun? Here are eight that advisers’ fingers are tapping when they’re not working for their clients.
1 visitor like this article | Viewed 3901 times | 0 comment
Summary: Protecting against cyberattacks requires both high-tech and low-tech efforts by financial firms, according to presentations at the 2018 FINRA Cybersecurity conference in New York on Thursday.
0 visitor like this article | Viewed 4319 times | 0 comment
Summary: Recent reports have made it clear: firms are feeling stretched thin when it comes to new client acquisition. Aite Group recently found that it’s either “important” or “very important” to 97 percent of wealth managers when it comes to their firm’s long-term success.
