Home > 
Knowledge and Insight

All Articles


Cool tech for advisers to embrace in 2017

Added on January 2017 in Manage Your Practice
0 visitor like this article | Viewed 3341 times | 0 comment

Summary: Advisory firms ready to invest in technology to improve the client’s experience will find lots to choose from in 2017. Thanks to new or improved gadgets, this year advisers should be ready to take these technologies for a spin. 

Help staff \- and your firm \- grow and thrive

Added on January 2017 in Manage Your Practice
0 visitor like this article | Viewed 2424 times | 0 comment

Summary: As planners, part of our job is to help clients overcome their decision inertia by reducing any complexity and uncertainty that may exist. This helps them feel confident that they are likely to achieve their desired outcome just by regularly doing everything laid out in their financial plan.

4 Reasons Best-in-Breed Tech Is Best Bet for Advisors

Added on January 2017 in Manage Your Practice
0 visitor like this article | Viewed 2583 times | 0 comment

AI, a computer science that analyses data to make predictions or solve problems, could replace up to 45% of U.S. jobs within 20 years, according to Oxford University. Those include higher-complexity roles like accountants and financial advisors.

Are You Bleeding Money on Tech Because Your Business Model Is Broken?

Added on December 2016 in Manage Your Practice
0 visitor like this article | Viewed 2524 times | 0 comment

Summary: Financial advisory firms continue to bleed money on tech with failed adoption rates. So we asked why and here is the answer: You can NOT adopt tech without first deciding your business model. This may seem like common sense but humor us and read below so you don’t make the same mistake as your peers.​

RIAs find it easy to justify spending more on technology in 2017

Added on December 2016 in Manage Your Practice
0 visitor like this article | Viewed 2548 times | 0 comment

Summary: Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether.

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?