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The latest in financial adviser #FinTech

Added on March 2018 in Manage Your Practice
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Summary: Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!

Investment technology: Can Alexa handle multi-account portfolio management?

Added on March 2018 in Manage Your Practice
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Summary: Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even a robo-adviser? Speaking of robos, how many other tasks can benefit from automation? Can any of this be offloaded onto Alexa?

How to Make Content Marketing Work for You

Added on March 2018 in Manage Your Practice
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Summary: MIAMI —“I feel that all of our websites, all of our LinkedIn profiles, all of our digital presence is vanilla,” John retorted as he shook his head to reinforce his disapproval, then asking “Are we just wasting our time with all of us looking the same and saying the same thing?”

8 apps advisers use for fun

Added on February 2018 in Manage Your Practice
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Summary: One of the great things about modern smartphones is that advisers can use their own devices both at work and in their personal lives. Last week, InvestmentNews ran through some of the most popular apps advisers use to get work done, but what about the apps they use for fun? Here are eight that advisers’ fingers are tapping when they’re not working for their clients.
 

3 Types of Cyberattacks and How to Avoid Them: FINRA Conference

Added on February 2018 in Manage Your Practice
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Summary: Protecting against cyberattacks requires both high-tech and low-tech efforts by financial firms, according to presentations at the 2018 FINRA Cybersecurity conference in New York on Thursday.

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