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Summary: The right technology can make a big difference for an RIA practice — allowing financial advisors to compete with large wirehouses and address increasingly complex client needs. According to a recent study commissioned by Million Dollar Round Table (MDRT), 95% of respondents believe it’s important that advisors are both technologically savvy and use updated technology-based tools in their practices.
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Summary: The vast majority of American teenagers still rely on cash when receiving money from their parents or guardians and when making purchases, according to a recent survey.
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Summary: Q: My company gave me a laptop that I can use when I’m out on the road meeting with clients. Unfortunately, my rental car was broken into and the laptop was stolen. I notified my manager but I’m not sure if there’s anything else I should do. What’s your advice?
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Summary: An overwhelming majority of high-net-worth U.S. investors believe mobile technology has helped them and they’re increasingly using mobile devices and applications, according to the findings of the latest Morgan Stanley Investor Pulse Poll, released Wednesday.
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Summary: Think about the technology your firm currently uses. Does it satisfy your client reporting needs? Is client reporting an easy task, or is it frustrating, taking up more time and resources than it is worth?
