Next-generation financial planning community sponsors effort to find new tools for younger clients, advisers.
Tools to help find appealing prospects and automate marketing can be more effective at growing your book than adding staff.
First you log into your favorite social media platforms, then you give careful thought to what you want to share. But how much thought do you give when you are logging in, specifically, when you're typing in your passwords?
With more and more technology options being made available to clients, it's time for advisers to rethink what they charge for their services
Other states also likely to issue requirements for protecting client financial data.
Both firms serve family offices with accounting, reporting tools.
InvestmentPOD says it provides dynamic strategies at robo prices
Our jobs will be to optimize financial lives by applying our human perspective, our hearts and our intuition.
Clients with at least $100,000 can take out loans of as much as 30% of their account value.
Deal will allow Oranj to provide advisers a single system that offers a robo experience integrated with a back-end tool for portfolio management.
It takes years to build a successful business and a great reputation, but one careless social media post could destroy it all.
Advisers must understand how and when to message and use new tools for the benefit of their clients.
Businesses target young investors hungry for convenience in an on-demand world.
Edelman focused on using tech only where it enhances the client experience
The amount, tools and software categories chosen by advisers were captured in the 2017 <i>InvestmentNews</i> Adviser Technology Study.
Range of marketing techniques prevail in race to acquire assets.
One of the few women leading a tech firm, Angela Pecoraro says she is working on keeping the firm nimble to react to new demands that could come from financial advisers, regulators or advancements in technology.
Robo adviser's president Eli Broverman departs to build new firms
