Browsing articles in "Advisor Technology"

Where Advisors Spend Their Technology Dollars

Jun 21, 2016

You’re investing in technology to adapt to changes in your clients’ needs, increased regulatory scrutiny and changing delivery models. At the same time, you need to consider the trends that will influence your future IT spend. This week, I’m sharing highlights from Celent’s latest report on wealth management IT spending.


Content Marketing – Content is King; Distribution is Queen

May 23, 2016

We all know that technology is an enabler in the financial services industry – but we tend to think of it in terms of investments and workflows and the like. But there’s a new tech kid in town – content marketing technology – and it’s helping advisors build and deepen relationships. I sat down with AdvisorStream CEO Kevin Mulhern to find out more.


Advisor Tech Planning in a Post-DOL-Rule World

May 3, 2016

Weaving the DOL rule into existing software and procedures is no small task. Proactive financial services companies are already hard at work, trying to determine the best course of action. Here’s what they’re doing.


The Robo-advisor Impact on Financial Advisors

The Robo-advisor “phenomenon” has advisors taking a hard look at repositioning their business for success. Our guest blogger (and founder of The Emotional Investor) Jay Mooreland describes why (and how) you can help clients make more thoughtful, less emotional decisions – something no computer program or algorithm can do.


Using Technology to Enhance Relationships

Jun 21, 2012

A few weeks ago, I spoke about my computer programming days (read about my geek status) and technology use within the office. There’s more to this story — and that’s […]


Technology: Friend, Foe, Lifesaver, Timesuck?

May 22, 2012

Full disclosure:  Back in college, I took four computer programming courses and even worked as a summer intern programming (in BASIC!) for a large financial services company. My friends ask […]


Why Your Administrators Hate You (and What to Do About It)

May 15, 2012

My last post, “Your Staff Doesn’t Want You to Grow,” caught the attention of more than one administrator. Guess what? You frustrate them. Here are a few reasons why: Multiple […]


Your Morning Cup of Links: Peer Pressure

Apr 25, 2012

Last year, we conducted a poll asking advisors: “What source do you most value when learning about industry best practices around growth and other objectives?” More than 91% said “Our […]


The Do’s and Don’ts of Web Conferencing for Advisors

Sep 21, 2011

Over the last few years, client communications have become a major focus for all of us. Quality and timely communication has been a great tool for client retention, as well […]


Your Morning Cup of Links: Rocking Social Media Like a Hurricane

The last few weeks have really been pretty crazy, to say the least. Alongside the very volatile markets and challenging economic news, someone decided to throw us an earthquake and […]




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