Intelligent Advisor http://wealthmanagement.com/blog/245981/feed The quick hits of information you need to make you a smarter wealth manager en Technology Driving Demand For Human Advice http://wealthmanagement.com/blog/technology-driving-demand-human-advice <div class="node-body blog-body">Cerulli research shows technology may be driving consumer interest in financial services rather than threatening it. </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/technology-driving-demand-human-advice" target="_blank">read more</a></p> http://wealthmanagement.com/blog/technology-driving-demand-human-advice#comments Technology Blogs Intelligent Advisor Tue, 25 Aug 2015 23:34:00 +0000 975891 at http://wealthmanagement.com Ballers Recap Episode 10: Bringing it Home http://wealthmanagement.com/blog/ballers-recap-episode-10-bringing-it-home <div class="node-body blog-body">In the final recap, real-life advisors say HBO's Ballers gained more realism as the season progressed and accurately portrayed the difficult situations in which pro athletes can find themselves. </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-recap-episode-10-bringing-it-home" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-recap-episode-10-bringing-it-home#comments Blogs Business Planning Client Relations Intelligent Advisor Mon, 24 Aug 2015 13:54:00 +0000 973871 at http://wealthmanagement.com Hearsay Social's New Model To Measure Social Business Maturity http://wealthmanagement.com/blog/hearsay-socials-new-model-measure-social-business-maturity <div class="node-body blog-body"><p>At a social media for financial services <a href="http://www.limra.com/socialconf/">conference</a> in San Francisco, Hearsay Social announced a new model designed to help firms grow their business through social media.</p></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/hearsay-socials-new-model-measure-social-business-maturity" target="_blank">read more</a></p> http://wealthmanagement.com/blog/hearsay-socials-new-model-measure-social-business-maturity#comments Technology Intelligent Advisor Wed, 19 Aug 2015 16:05:00 +0000 970851 at http://wealthmanagement.com Ballers Episode 9 Recap: Living with Mistakes http://wealthmanagement.com/blog/ballers-episode-9-recap-living-mistakes <div class="node-body blog-body"><p>The latest installment of <em>Baller</em>s tests not only the players, but their support system. And as the old saying goes, if you can&rsquo;t handle the heat, get out of the kitchen. (Warning, spoilers ahead.)</p></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-9-recap-living-mistakes" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-9-recap-living-mistakes#comments Blogs Intelligent Advisor Mon, 17 Aug 2015 14:39:00 +0000 968991 at http://wealthmanagement.com SunGard Bought By FIS For $5.1 Billion http://wealthmanagement.com/blog/sungard-bought-fis-51-billion <div class="node-body blog-body">The acquisition values SunGard at $9.1 billion, and the combined company will have more than 55,000 employees and $9.2 billion in annual revenue. </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/sungard-bought-fis-51-billion" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sungard-bought-fis-51-billion#comments Technology Intelligent Advisor Thu, 13 Aug 2015 19:54:00 +0000 967171 at http://wealthmanagement.com How Asset Managers Are Incorporating Big Data http://wealthmanagement.com/blog/how-asset-managers-are-incorporating-big-data <div class="node-body blog-body">Sales teams at asset management firms are using data to improve how they target advisors. </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/how-asset-managers-are-incorporating-big-data" target="_blank">read more</a></p> http://wealthmanagement.com/blog/how-asset-managers-are-incorporating-big-data#comments Industry Technology Intelligent Advisor Wed, 12 Aug 2015 17:21:00 +0000 965791 at http://wealthmanagement.com Sliced White Labels Alternative Investments Platform For RIAs http://wealthmanagement.com/blog/sliced-white-labels-alternative-investments-platform-rias <div class="node-body blog-body">Sliced Investing, an online way to invest in alternatives, launched a white label version for RIAs. </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/sliced-white-labels-alternative-investments-platform-rias" target="_blank">read more</a></p> http://wealthmanagement.com/blog/sliced-white-labels-alternative-investments-platform-rias#comments Technology Intelligent Advisor Tue, 11 Aug 2015 17:54:00 +0000 964851 at http://wealthmanagement.com Ballers Episode 8 Recap: The Fallout http://wealthmanagement.com/blog/ballers-episode-8-recap-fallout <div class="node-body blog-body">It might be time for Dwayne “The Rock” Johnson’s Spencer Strassmore to look for a new job, as fallout from the infamous yacht party hits home. </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-8-recap-fallout" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-8-recap-fallout#comments Blogs Client Relations Intelligent Advisor Mon, 10 Aug 2015 13:57:00 +0000 963721 at http://wealthmanagement.com Ballers Episode 7 Recap: Risky Business http://wealthmanagement.com/blog/ballers-episode-7-recap-risky-business <div class="node-body blog-body">After this week’s episode of HBO’s Ballers, don’t be surprised if several securities regulators make cameo appearances over the next couple of weeks. </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-7-recap-risky-business" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ballers-episode-7-recap-risky-business#comments Blogs Intelligent Advisor Mon, 03 Aug 2015 14:32:00 +0000 957591 at http://wealthmanagement.com 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>