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Summary: [SLIDESHOW] Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300 advisory firms that participated in the study are investing.
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Summary: Financial advisers work with their clients on a large volume of high-value transactions, which generally contain sensitive information, including Social Security numbers, account numbers, personal information and more.
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Summary: As I consult with many of our independent advisors, they frequently ask me about blogging: What is it? How do I do it? What are the benefits in maintaining blog about financial planning? While there are many tools and resources available to advisors who want to blog, the end result is often the same. The advisor writes or leverages approved content for a blog posting and then never revisits it, or waits months before doing so.
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Summary: Your energy level is business-critical, and how you manage it determines how you meet your clients’ needs. Frankly, the amount of time you have is moot if you’re low on physical, mental, emotional, and even spiritual energy.
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Summary: With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
