S - search results

Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.

Every value chain member must have an ideal experience with access, transparency, and actionable data.  The tech must be able to understand and solve the pain points of the investor, advisor & home office.

Onboarding new clients is a notoriously onerous and time-consuming process for financial advisors, but it’s necessary for a successful relationship.

Last week was one for the record books for founders, funders, and The Fed. Let’s throw in the American public, too,...

This week in advisor tech news we have a small flurry of announcements from last week’s T3 conference in Tampa, as...

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

The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...

Friends, the 800-pound gorilla in the room is, of course, the banking sector blow up that occurred this past week.  And while it can be debated, who (or what) is ultimately at fault, in the meantime, the world of digital wealth moves forward, despite the ensuing market chaos. READ UP!

Does the home office know what’s happening in the field? Join us as we explore this topic with financial advisor turned chairman of Equitable...

With the model of advisor marketing services woven into the culture of the company, having a suite of marketing tools readily available and a team that supports them is attractive to advisors looking to transition.