A more efficient setup still allows for personal connection — and for nationwide referrals.
It's a wild mobile world out there. Make sure you and your firm are up to its challenges.
Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.
The days of the one-on-one client/adviser relationship are not coming to an end but they are changing. And changing fast.
Advisers can show clients they're on top of whatever breaks with an active web presence.
ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?
From mass email to GoToWebinar, what are the best practices?
When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.
With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.
A couple of thought-provoking posts on timely topics
RIAs must develop a technology roadmap to guide the technology that they implement, but how, why and when?
Few expect digital disruption from firms targeting not-so-ultra wealthy.
Promising new online wealth management service axed before reaching market.
Mix of third-party offerings give independent advisers more choices
eMoney Advisor's latest platform update gets a test run.
'Product sunset notification' catches at least one user off guard.
Software developers and integration — the beat goes on with some success.
