0 visitor like this article | Viewed 3995 times | 0 comment
Summary: Financial advisors prefer to meet their clients face-to-face, according to a new study from Hartford Funds, and not via video. The study of 116 financial advisors—and administered in-person—found that 73 percent of advisors considered in-person meetings their favored method of communication with both clients and prospects. In comparison, only 12 percent of advisors found video platforms like Skype or FaceTime the most useful for client conversations. Among digital options, advisors listed LinkedIn as top choice, followed by Twitter and Skype.
0 visitor like this article | Viewed 3872 times | 0 comment
Summary: he future is already here, according to science-fiction writer William Gibson, who noted, "it's just not very evenly distributed."
0 visitor like this article | Viewed 3874 times | 0 comment
Summary: RIAs find themselves forced to keep up with a world changing on many fronts—an evolving client base, shifting regulations, new technological possibilities and demand for new services. Even as financial markets provide a tailwind for their firms, new technologies and new business models are surfacing to continuously challenge them.
0 visitor like this article | Viewed 3757 times | 0 comment
Summary: Effective marketing helped top registered investment advisors grow at twice the rate other firms did in 2017, according to an annual survey by Charles Schwab.
0 visitor like this article | Viewed 3974 times | 0 comment
Summary: TD Ameritrade Institutional is giving away cash awards for fintech proposals that offer innovative strategies for the RIA industry.
