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: To Open New Avenues to Growth, Stop Underselling Your Financial Planning
Many financial planners are missing a key step with their clients, according to a recent study from wealthtech provider Orion—they’re neglecting to craft a financial plan.
WEALTHTECH INSIDER: Why Email Campaigns Still Matter
The email inbox, for many, has become a symbol of workplace conversations that never end and newsletters that a person has forgotten they signed up for in the first place.
WEALTHTECH INSIDER: Why Data Is a Differentiator for Financial Advisors
Why do clients choose you as a financial advisor over your competitors? Data can help you provide real proof of your soft skills. Here’s how data can become a differentiator for your financial advising practice.
WEALTHTECH INSIDER: Five Key Takeaways For the Future of Financial Advice
The wealth management and financial advice industries will continue to grow, according to Chip Roame, founder and managing partner at Tiburon Strategic Advisors, but in the decades to come it might look very different.
WEALTHTECH INSIDER: Redefine the Client Experience with the Client Portal
An up-to-date client portal needs to offer a streamlined, unified experience for investors and prospects, said Josh Benson, Vice President, Business Development at Orion Advisor Solutions
WEALTHTECH INSIDER: How to Grow a $1 Billion RIA with Tech
Technology has evolved in tandem with the RIA space, Ten years ago, technology was acquired by firms in an a la carte manner, with the firms looking for specific solutions to specific problems.