From FA Magazine
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Summary: Technology continues to be a pressing issue for advisors and the RIA custodians who serve them. Advisors face a host of challenges today. They face cybersecurity problems, complying with the DOL’s fiduciary rule and competition from robo-advisors. At the same time, they must improve their clients’ experience, improve their own efficiency, integrate technology into their business and scale for growth. Every single one of these issues is either directly or indirectly linked to technology.
From Financial Plannning
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Summary: Occasionally, I receive questions from clients asking where I store client information, and I’m always happy to answer them. Advisers store large amounts of sensitive personal and financial information, and clients deserve to know it’s kept safe.
From WealthManagement.com
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Summary: It can be deflating confronting internal opposition when committing to making transformational changes inside of your practice. It’s like trying to push the proverbial boulder up the mountain.
From WealthManagement.com
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Summary: I’ve heard advisors define their client portal needs by stating they want to deliver an “amazing client experience.” When I ask advisors to describe that, the answers aren’t clear. Let me help you – your client experience will be as amazing as the data is accurate, the information is useful, and the story is understandable.
From InvestmentNews
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Summary: Life stage strategies can help financial advisers deepen client relationships and develop unique competitive advantages.
