The ocean’s receding, so to speak, on social media, and advisors who don’t get on board with social tools are going to get hit by the tidal wave, said one advisor at SIFMA's social media seminar.
What’s new in visual communication for trusts & estates professionals
Missing your highlighter in today's digital age? Flow punch back into your data reports with Roambi — a mobile app that takes Excel, Salesforce, plus a host of other sources, spinning them into interactive rainbows. No more dozing clie...
While the machine may never completely replace the flesh-and-blood financial advisor, it will force you to narrow your focus and lower your fees.
Either buying, or building, a compliance reporting tool.
"The tradional brokerage business is, by all appearances, on its way out."
As financial advisor ratings websites like BrightScope and Advice IQ proliferate, advisors are going to have to get comfortable with having their records a click away from clients and prospects.
Welcome to WealthManagement.com. "Holistic" wealth management is no longer some vague buzz word; wealth management is, finally, THE dominant retail financial-services business model. After years of talk, it is happening...
The new tools aren't winning business the way they used to.
For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...
