Wealthtech Insider: How Advisors are Influencing Clients to Take Their Financial Advice
The role of an advisor has shifted rapidly in recent years. Investors no longer approach them to “beat the market” or to perform stand-alone asset management that has become commoditized in our industry.
WEALTHTECH INSIDER: Most Advisors Have A Swivel Chair Problem
Most of advisors’ frustrations with wealth management technology stems from one issue: their applications, platforms and systems aren’t playing well together.
How to Grow Through the Next $1 Billion AUM
After founding a business and setting out on their own, advisors must plan early to achieve enough growth to reach their first $1 billion in AUM—then it’s time to reassess.
Wealthtech Insider: People are the Key to Great Experiences
Technology is causing a convergence in industries – even in the financial industry, products are relatively similar and the same services are offered at scores of advisory and wealth management firms.
WEALTHTECH INSIDER: 6 Lessons Small Businesses Can Teach New RIAs
Newly-established RIAs are exciting. Independent advisors can pick the tools they want, build their own culture, and hone in on the clients that will help them grow. When you’re looking for ideas about your new practice, don’t count out the hard-earned lessons of your fellow small businesses.
WEALTHTECH INSIDER: How to Know It’s Time to Find a New Tech Provider
It’s common for advisors to have a love-hate relationship with their technology—most advisors got into the business out of a love of working with people or investment portfolios, not out of a love of using software.
WEALTHTECH INSIDER: 3 Remarkably Effective, Underused Marketing Ideas for Today’s Financial Advisor
As a financial advisor, planning is probably the greatest service you offer to your clients. That same careful planning is necessary when it comes to your business’s marketing strategy.
Wealthtech Insider: Advisors in Transition – Maneuvering the Broker Protocol
More than a third of advisors want more control over their business when going independent or switching their broker dealer, but one wrong step, could cause significant legal issue to arise.
WEALTHTECH INSIDER: The Starter’s Guide to Building a RIA Tech Stack
For the modern advisor, your tech stack should touch every area of your business (trading, billing compliance, and more)—and most importantly, leave time for you to focus on your clients.
WEALTHTECH INSIDER: Uncovering A New Behavioral Investing Framework
Behavioral finance has enhanced financial planning by working to address people’s behavioral & emotional needs around money, acknowledging that emotional decision making is the genesis of many financial errors.