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Voices Most disruptive force in planning today

Added on November 2017 in Manage Your Practice
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Summary: Financial planning firms are still trying to figure out what to do about the on-again, off-again DoL rule, and whether robo technology is friend or foe. But my candidate for the most disruptive force sweeping through our professional space is something much simpler and less-discussed: face-to-screen technology.

'Too much choice' in advisor tech?

Added on November 2017 in Manage Your Practice
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Summary: Advisors now have a wide array of options for financial planning software, risk management and analytics platforms, asset allocation, rebalancing, digital marketing, CRM and cybersecurity tools — and it is leading to fatigue, technology executives acknowledge.

Exceeding Professional Expectations

Added on November 2017 in Manage Your Practice
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Summary: Affluent clients aren’t likely to spread the good word on behalf of their financial advisor because, in their mind, this professional is doing what they’ve been hired to do. Right or wrong, affluent clients rarely give kudos for being a first-class professional. It’s expected.

What's the next emerging technology for advisers?

Added on November 2017 in Manage Your Practice
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Summary: The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

Do financial advisers need mandatory technology adoption?

Added on November 2017 in Manage Your Practice
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SummaryTechnology can work many wonders — as long as it is used. One persistent problem in the advice business, however, is the relatively low rate at which advisers adopt new technology. Could adoption be mandatory? Participants in the Technology Think Tank Sept. 13 - 14 wrestled with the issue.    

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