Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Techno Advisor: The Alternative to Robo http://wealthmanagement.com/blog/techno-advisor-alternative-robo <div class="node-body blog-body">SEI Advisor Network says firms should become a "techno-advisor" that uses technology to deepen client relationships rather than automate investments.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/techno-advisor-alternative-robo" target="_blank">read more</a></p> http://wealthmanagement.com/blog/techno-advisor-alternative-robo#comments Technology Blogs Client Relations Intelligent Advisor Fri, 31 Jul 2015 17:07:00 +0000 956551 at http://wealthmanagement.com <p><em>Creatas/Thinkstock</em></p> LPL Assures Advisors Can Grow 41 Percent http://wealthmanagement.com/blog/lpl-assures-advisors-can-grow-41-percent <div class="node-body blog-body">LPL Financial is promising their advisors can grow up to 41 percent if they utilize the firm’s technology solutions, including its ClientWorks platform.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/lpl-assures-advisors-can-grow-41-percent" target="_blank">read more</a></p> http://wealthmanagement.com/blog/lpl-assures-advisors-can-grow-41-percent#comments IBDs Technology Blogs Intelligent Advisor Tue, 28 Jul 2015 20:03:00 +0000 953961 at http://wealthmanagement.com <p>Photo by&nbsp;<a href="https://twitter.com/MarathonWealth">Jeff Sandene,&nbsp;</a>Marathon Wealth Strategies.&nbsp;</p> <div>&nbsp;</div> <h2 dir="ltr">&nbsp;</h2> Investors Trust Uber Drivers More Than Brokers http://wealthmanagement.com/blog/investors-trust-uber-drivers-more-brokers <div class="node-body blog-body"> A new survey found that U.S. investors trust brokers less than Uber drivers and lawyers. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/investors-trust-uber-drivers-more-brokers" target="_blank">read more</a></p> http://wealthmanagement.com/blog/investors-trust-uber-drivers-more-brokers#comments Industry Intelligent Advisor Tue, 28 Jul 2015 15:47:00 +0000 953771 at http://wealthmanagement.com Ballers Episode 6 Recap: It’s Never That Easy http://wealthmanagement.com/blog/ballers-episode-6-recap-it-s-never-easy <div class="node-body blog-body">On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients? (Warning, spoilers ahead.)</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-6-recap-it-s-never-easy" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-6-recap-it-s-never-easy#comments Industry Blogs Client Relations Intelligent Advisor Mon, 27 Jul 2015 14:36:00 +0000 952631 at http://wealthmanagement.com Ballers Episode 5 Recap: The Shakedown http://wealthmanagement.com/blog/ballers-episode-5-recap-shakedown <div class="node-body blog-body">This week’s episode of HBO’s Ballers highlights the dark side of fame—the inevitable shakedowns. And as the show points out, the most dangerous ones are rarely straightforward, so it’s helpful to have a team of professionals around. (Warning, spoilers ahead!)</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-5-recap-shakedown" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-5-recap-shakedown#comments Blogs Business Planning Client Relations Intelligent Advisor Mon, 20 Jul 2015 14:02:00 +0000 947351 at http://wealthmanagement.com Millennials to FinServ: We're Loyal and Trusting http://wealthmanagement.com/blog/millennials-finserv-were-loyal-and-trusting <div class="node-body blog-body">If financial services firms and advisors can attract millennials early, new research shows they will remain very loyal clients. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/millennials-finserv-were-loyal-and-trusting" target="_blank">read more</a></p> http://wealthmanagement.com/blog/millennials-finserv-were-loyal-and-trusting#comments Industry Blogs Client Relations Intelligent Advisor Thu, 16 Jul 2015 17:03:00 +0000 945651 at http://wealthmanagement.com <p><em>subarashii21/iStock/Thinkstock</em></p> Morningstar Office Integrates With Riskalyze http://wealthmanagement.com/blog/morningstar-office-integrates-riskalyze <div class="node-body blog-body">The integration will allow advisors to view client data from Morningstar within the Riskalyze platform and automatically update the analysis of their risk. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/morningstar-office-integrates-riskalyze" target="_blank">read more</a></p> http://wealthmanagement.com/blog/morningstar-office-integrates-riskalyze#comments Technology Intelligent Advisor Wed, 15 Jul 2015 16:39:00 +0000 944691 at http://wealthmanagement.com New Betterment Feature Automatically Invests Client's Extra Cash http://wealthmanagement.com/blog/new-betterment-feature-automatically-invests-clients-extra-cash <div class="node-body blog-body">A new tool from Betterment, SmartDeposit, can automatically take cash from a client's bank account whenever it exceeds a pre-determined amount. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/new-betterment-feature-automatically-invests-clients-extra-cash" target="_blank">read more</a></p> http://wealthmanagement.com/blog/new-betterment-feature-automatically-invests-clients-extra-cash#comments Technology Intelligent Advisor Tue, 14 Jul 2015 14:28:00 +0000 943461 at http://wealthmanagement.com Ballers Episode 4 Recap: Wrecking Client Relationships http://wealthmanagement.com/blog/ballers-episode-4-recap-wrecking-client-relationships <div class="node-body blog-body">This week’s episode of HBO’s Ballers serves as an extreme example of how not to handle client relations and the dangers of failing to maintain professionalism.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-4-recap-wrecking-client-relationships" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-4-recap-wrecking-client-relationships#comments Industry Blogs Client Relations High Net Worth Intelligent Advisor Mon, 13 Jul 2015 14:13:00 +0000 942421 at http://wealthmanagement.com Ballers Episode 3: Not Your Typical Client Event http://wealthmanagement.com/blog/ballers-episode-3-not-your-typical-client-event <div class="node-body blog-body">It’s not unusual for a financial services firm to host an event to drum up business and sign clients. But Anderson Financial’s idea of a client event is anything but “strictly corporate.”</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ballers-episode-3-not-your-typical-client-event" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-3-not-your-typical-client-event#comments Industry Blogs Client Relations High Net Worth Intelligent Advisor Mon, 06 Jul 2015 14:31:00 +0000 937721 at http://wealthmanagement.com