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Summary: Apex Clearing is looking to expand its digital custody and clearing brand into the human adviser market though a new partnership with Trizic, a technology vendor that develops digital advice products for advisers.
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Summary: Yes, this is another column about New Year's resolutions. But this is the one you should read all the way through, because unlike those others, these suggestions are easy to do and the resulting habits are easy to keep. And who doesn't like to cross something off their list right away?
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Summary: Many financial advisors work with third-party service providers whose primary role is to help them run their businesses more efficiently in order to better serve clients. These providers must think critically about how they deploy marketing efforts to convey their maximum benefit to advisors. While there are well-established best practices for marketers in any industry, what may be popular or trending may not always be applicable to financial advisors. Successfully reaching advisors and reminding them of the benefits that a third-party provider can offer requires several key considerations.
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Summary: Welcome to the January 2018 issue of the Latest News in Financial Adviser #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!
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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
