From Advisor Perpectives
0 visitor like this article | Viewed 4261 times | 0 comment
Summary: Advisory firms face a daunting challenge as they prepare themselves for the latest version of the future. They will have to retool their service offering for a new generation of clients (aka Millennials), who have very different preferences, different advice needs and far more digital sophistication than your Baby Boomer clients ever had.
From InvestmentNews
0 visitor like this article | Viewed 4180 times | 0 comment
Summary: Websites welcome prospective clients to an adviser’s practice. Here are a few tips from advisers across the industry on the elements that make their websites pop.
From IRIS
0 visitor like this article | Viewed 4143 times | 0 comment
Summary: If you’re new to the RIA biz, you’ve probably got a lot on your plate. From compliance issues to building your client base, there’s a lot to consider. Another important piece of the puzzle is the role technology will play at your firm. Technology will be a necessity for some of the functions of your firm, and a nicety for others. We’ve created this technology guide to help you decide which tech is right for your firm.
From WealthManagement.com
0 visitor like this article | Viewed 4627 times | 0 comment
Summary: Sound too good to be true? Implementing a client relationship management tool (CRM) is not only a tool for acquiring and keeping clients, it is your best line of defense against the Department of Labor's new fiduciary rule. Documenting client interactions, discussions and investment recommendations is now an absolute necessity for superior client service and an regulatory defense.
From Financial Advisor IQ
0 visitor like this article | Viewed 4087 times | 0 comment
Summary: Finra’s guidance to financial advisors on the use of social media is now six years old, which means the industry has already adopted some best practices, one commentator writes on Forbes.
