Browsing articles in "Advisor Technology"

Workflow Your Way to the DOL Deadline

Oct 20, 2016

When it comes to complying with the DOL Rule, it’s time for a little less talk and a lot more action. We’re here to help – we’ve got 4 DOL-related workflows with easy-to-follow diagrams to help you navigate these uncharted waters.


By Popular Demand: Why Consumers Will Change Advisors’ Product/Market Approaches

Technology is helping wealth and asset management firms make customization easier and cheaper by the day. Add to that changing consumer demands, and it’s a perfect storm – and the perfect opportunity to grow your business. That is, if you are willing to rethink your product and market approaches.


The Drive to Digital: Make it a Road Well Traveled

Oct 11, 2016

Your clients want it. You might be resisting it. But if you don’t think smart technologies are going to differentiate you from your competition in the future, you haven’t been paying attention.


Is Your Time Worth $1M? It Depends on How You’re Using it

If someone told you that you could potentially increase the value of your business by more than $1M per year over a 10-year period, would you want to hear more? And then would you groan if they said the “O” word (outsourcing)? How about if their claim was backed by hard data? That’s what I thought.


A Tale of Two Advisors: Good Days vs. Bad Days [VIDEO]

Sep 22, 2016

It was the best of times (helping clients), it was the worst of times (doing administrative work). It’s those bad days – those “time suck” days, doing the stuff that has to be done – when you think to yourself: There has to be a better way. And there actually is.


Outsourcing or Not: How You Spend Your Time

Sep 20, 2016

Growing an advisory business is no small task. And any time you spend NOT doing that, is time that you may not be investing in the wisest way possible.


Micro Robo-advisors: The Little Big Idea

Aug 23, 2016

Investors crave simplicity, and there is no shortage of innovation in the area of robo-advisors. But let’s get small for a moment – micro robo-advisors are becoming a hit with the younger generation, expanding the robo concept from not just how you should invest, but making it easy for you to save in the first place.


5 Transformative Trends and What They Mean to Advisors

Jul 26, 2016

Innovations in technology transform how businesses operate. And according to research from “The Upside of Disruption,” the future of the asset management industry depends on innovation. So what does that mean for advisors? I’ll introduce you to the 5 transformative technology trends from the paper and apply them to the advisor market.


On Brexit, Betterment and Conversations with Clients

What do you have that robos don’t? A face, for one (a pretty critical component for face-to-face conversations). But there’s oh so much more. Let’s look at a recent, real-world example that shines a light on the fundamental differences between man (and woman) and machine.


Why IT Outsourcing is the “It” Thing for Advisors

Jul 5, 2016

Farming out your office technology to a third party might sound daunting (or expensive), but cybersecurity threats to your business – and data – can wreak havoc on your reputation and grind your firm to a halt. The outsourcing IT landscape has really taken shape over the last few years; let me get you up to speed.




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