Browsing articles in "Advisor Technology"

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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T3 2017: Advisors Look to Technology for Now and Tomorrow

Feb 21, 2017

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.

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How Advisors Can Vault into Document Exchange

Jan 31, 2017

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.

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File This Under “Important”: Advisors Need Document Management

Jan 10, 2017

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.

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Readers’ Choice: The Most Popular Posts of 2016 (Part 2)

Dec 27, 2016

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 […]

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Readers’ Choice: The Most Popular Posts of 2016 (Part 1)

Dec 22, 2016

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).

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Virtual Advisors: The Robo Threat is Real

Dec 6, 2016

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.

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