A simple way to improve communication and delight clients.
For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?
Users can plug in the firm's models or use their own.
With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?
Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
Make sure you and your staff employ good information protection practices, and make sure your clients are part of the effort.
Tech guru and road warrior Michael Kitces has been forced to figure out how to maintain productivity on the road. Check out the top tools and techniques that help him stay connected, effective and efficient.
Boosting revenue drives profitability better than decreasing expense.
Dig deep to figure out the reason behind pursuing a web strategy.
A more efficient setup still allows for personal connection — and for nationwide referrals.
It's a wild mobile world out there. Make sure you and your firm are up to its challenges.
Advisers are best equipped to identify technological opportunities that facilitate a better client service experience. Unfortunately, ideas are the easy part. Alex Murguia offers some tips and ideas inspired by popular culture.
The days of the one-on-one client/adviser relationship are not coming to an end but they are changing. And changing fast.
