BACK OFFICE HEROES: Why Firms Should Prioritize Compliance
A damaged reputation leads clients to withdraw funds and scares away investors, according to Michael Pinsker, which can lead even a highly successful firm to spiral towards an ignoble end
BACK OFFICE HEROES: The Essential Components of an RIA Productivity Suite
Over the last four to six years, there has been a gradual change in how advisors build relationships and service their clients. The change has emanated from regulatory changes driving advisors' fiduciary duties.
BACK OFFICE HEROES: Where Advisory Firms Should Spend their Digital Marketing Dollars
To make the most of their digital marketing dollars, advisors should prioritize proven strategies for success: website design, search engine optimization, and unique content.
BACK OFFICE HEROES: Technology Partner Integrations – What Organizations Should Consider
With the growing amount of new wealthtech year over year, integration scoring can point organizations in the right direction before they buy.
BACK OFFICE HEROES: Your Voice is Your Unique Differentiator–Advisors Must Find Theirs
Financial advisors that establish a sage voice – don’t explain what’s happening, but what it means for the audience – quickly earn trust and loyalty in today’s noisy world.
BACK OFFICE HEROES: How to Avoid Tech Regret When Building Out Your Wealthtech Stack
When a firm realizes it has an unsustainable level of technology debt, it has to play catch up so that it will be able to leverage the ever-more-efficient technologies to come.
BACK OFFICE HEROES: Firms Pivot To The Back Office To Restore Balance
For years, firms have emphasized their front-office business in lieu of their back-office operations. Not just in wealth management, but across industries.
BACK OFFICE HEROES: Steps to Digitizing Back Office Operations
Wealth management firms are experiencing a growing sense of urgency to modernize their back-office operations and bring them into better alignment with the front-line of their business.
BACK OFFICE HEROES: Risk Tolerance – What is Actually Being Measured?
Most wealth management firms measure and use risk tolerance as part of their process using Docupace’s PreciseFP platform, or another industry competitor—but what are they actually measuring?
BACK OFFICE HEROES: The Value of a Niche for a Successful Advisory Practice
The reason a niche is important is because the wealth management industry has a real problem with standing out from the crowd. Having a nice helps advisors differentiate themselves from their peers.