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8 ways to protect your advisory firm from cyberattacks

Added on January 2017 in Manage Your Practice
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Summary: Less than a third of advisers “completely agree” that they are 100% prepared to deal with the outcome of a data breach at their firm, according to a recent study conducted by the Financial Planning Association and sponsored by TD Ameritrade Institutional.

Ready for robo coaching, too?

Added on January 2017 in Manage Your Practice
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Summary: Advisers are warming up to the idea of utilizing robo advice as a tool to help them serve more clients. The latest tech survey from Financial Planning found 19% of advisers it surveyed are using digital platforms now.

Cool tech for advisers to embrace in 2017

Added on January 2017 in Manage Your Practice
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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
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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
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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.

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