Browsing articles in "Advisor Technology"

Facing Down the Legacy Software Dilemma

Feb 20, 2018

When it’s time to replace your firm’s legacy software, it may be best to rip off the bandage.

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Techno-Advisor: The Mechanics of Good Service

You’re not all that different from a small bike shop. You’re both trying to combine proven processes and automation (like a chain) with personal, high-touch relationships (like a neighborhood business). So how can you combine the best of both worlds?

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Advisor Learnings From Meltdown and Spectre

Jan 16, 2018

The latest round of security vulnerabilities are now public knowledge. You should always be up to date on the known threats, how they could affect your firm’s tech and how they affect the public at large – aka your clients.

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Insider’s Forum 2017 – Advisors’ Glasses Are Half Full AND Half Empty

Sep 19, 2017

Bob Veres’ Insider’s Forum 2017 had something for everyone – from cybersecurity to roboadvisors, from emerging wealth to internet-driven investing, and from mutual funds to a sure-to-be hit song, The Fiduciary Blues. (Really.)

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Do I Need a Robo Solution?

Aug 1, 2017

Offering a robo solution for some of your clients can be tricky. It helps if, from the outset, you focus on the correct segment of your clients and have a clear vision of what your offer will be. Ask yourself these questions to build – or not – a robo solution into your business.

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The Rise and Fall of the Robo Empire

Jun 27, 2017

They’ve seemingly been with us forever, but robos only came on the scene around 2008. Here are some key events from their life story thus far.

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Client Portals – Many Options, Different Goals

May 2, 2017

We are at the beginning of the age of the comprehensive client portal. There are many players with numerous capabilities and goals, but the overarching goal is the same – putting investors at the center of the financial universe.

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AI, Big Data and Robos: Could They Replace You? (Hint: It Depends)

Artificial intelligence is making robo-advisors better at planning. Will it make advisors go the way of the dinosaur? That all depends on you – the more specialized you are, the harder it would be for someone (or something) to replace the value you add.

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2017 Software Survey Results: Mature Software Dominate Their Categories

Mar 14, 2017

You may never think it’s a “good time” to upgrade your technology (relative to your revenue-generating initiatives). But it’s important to understand the different technology categories and what advisors like you think of them. Luckily, a new survey provides a thoughtful analysis of the market share and user satisfaction rates in the financial planning/investment advisor space.

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Entrepreneurial Financial Advisors: The Evolution of Finance

Looking for ways to avoid being disrupted by forever-changing financial regulations? Patrick Tucker, owner of True Measure Wealth Management, suggests that it’s a great time to think like an entrepreneur – shifting your mindset and evolving into a new breed of fiduciary.

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