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Summary: New products are being launched, smart integrations are available through increasingly opened application program interfaces and adviser feedback is inspiring more efficient features.
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Summary: On the one hand, it can feel like received wisdom at this point that firms without a strong social presence are falling behind. But in the universe of Facebook, LinkedIn Twitter and others, it can be unclear how to form a social strategy and to what end.
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Summary: The increased price transparency of the financial services industry in recent years is leading more clients to ask their financial advisers for a break on fees.
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Summary: Technology is meant to simplify things, make the financial advisory business more efficient and save advisors time. When Mike Damas set up his independent RIA firm Maryland Capital Advisors in 2005, he found that the technology system he’d invested in was doing the opposite.
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Summary: Customer referrals, financial and non-financial events for clients and their friends, a visible media presence and involvement in community affairs are the best bets, experienced practitioners say.
