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.
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.
If attendance at the Technology Tools for Today (T3) Conference is any indication, more and more advisors want to understand the fast-moving technology of our industry. Here are my thoughts on the biggest takeaways from this year’s conference, based on conversations with attendees and vendors.
With one data security breach after the other making headlines, advisors should ensure that a vault solution is part of your broader client portal strategy.
Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.
In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]
We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).
You’ve heard me say before that robos are good for advisors. The advice pie has become bigger and the players either have new or bigger slices. It’s been sunbeams and rainbows all around – until now.
There’s technology available to help your clients through whichever budgeting phase they happen to be in. Some may put you front and center; others may have you playing a consultative role (and showing off some cool tech). But advisors should understand all the different models, even if you don’t have an active role in the implementation.
The times (and your clients) they are a-changing. So come gather around, advisors, wherever you roam. It’s time to rethink your business model so you can survive and thrive. (And apologies to Bob Dylan.)