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Summary: Financial advisers and wealth planning firms are always looking for new technology to improve their businesses. When I started working in fintech 20 years ago, the technology available to independent financial advisers was limited.
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Summary: A tired bull market and the demographic age wave are converging on the advice industry. The implications demand much of leaders whose skills may be rusty — or outdated.
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Summary: The right technology can make a big difference for an RIA practice — allowing financial advisors to compete with large wirehouses and address increasingly complex client needs. According to a recent study commissioned by Million Dollar Round Table (MDRT), 95% of respondents believe it’s important that advisors are both technologically savvy and use updated technology-based tools in their practices.
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Summary: The vast majority of American teenagers still rely on cash when receiving money from their parents or guardians and when making purchases, according to a recent survey.
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Summary: Q: My company gave me a laptop that I can use when I’m out on the road meeting with clients. Unfortunately, my rental car was broken into and the laptop was stolen. I notified my manager but I’m not sure if there’s anything else I should do. What’s your advice?
