Technology http://wealthmanagement.com/taxonomy/term/23661/more en A Relationship or a Robot? There’s a Place for Both http://wealthmanagement.com/client-relations/relationship-or-robot-there-s-place-both <div class="field-byline"> Dave Welling </div> <div class="node-body article-body"><p>While it’s unlikely that a robot will replace the kind of relationship advisors provide, it’s already a reality that investors expect an elegant blend of a relationship with the ease of a technology to allow for engagement on their own time.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/relationship-or-robot-there-s-place-both" target="_blank">read more</a></p> Business Planning Technology Client Relations Practice Management Thu, 20 Nov 2014 15:20:00 +0000 711801 at http://wealthmanagement.com The Daily Brief: Robo PR http://wealthmanagement.com/blog/daily-brief-robo-pr <div class="node-body blog-body">You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated PR platform for financial advisors and wealth managers. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-robo-pr" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-robo-pr#comments Blogs Business Planning Technology Retirement Planning The Daily Brief Thu, 20 Nov 2014 10:00:00 +0000 710921 at http://wealthmanagement.com U.S. SEC Enacts Rules to Protect Exchanges, Dark Pools from Glitches http://wealthmanagement.com/markets/us-sec-enacts-rules-protect-exchanges-dark-pools-glitches <div class="field-byline"> Reuters </div> <div class="node-body article-body">U.S. regulators adopted a new rule Wednesday that requires stock exchanges and some larger trading platforms to take steps to protect against market disruptions such as technology glitches or natural disasters.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/markets/us-sec-enacts-rules-protect-exchanges-dark-pools-glitches" target="_blank">read more</a></p> http://wealthmanagement.com/markets/us-sec-enacts-rules-protect-exchanges-dark-pools-glitches#comments Markets Technology Wed, 19 Nov 2014 16:32:00 +0000 710831 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images The Daily Brief: A Grim Picture of Advisor Growth http://wealthmanagement.com/blog/daily-brief-grim-picture-advisor-growth <div class="node-body blog-body">A new study by the Financial Planning Association shows that advisors are not living up to their full potential when it comes to having a business plan and attracting new clients.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-grim-picture-advisor-growth" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-grim-picture-advisor-growth#comments Blogs Technology Prospecting The Daily Brief Tue, 18 Nov 2014 10:14:00 +0000 708891 at http://wealthmanagement.com <p><em>Stacey Newman/iStock/Thinkstock</em></p> Newsle-it! http://wealthmanagement.com/prospecting/newsle-it <div class="node-body article-body">Newsle.com is like Google Alerts on steroids. It notifies you when any of your contacts are mentioned on the web and is automatically synced with your LinkedIn and/or Facebook.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/prospecting/newsle-it" target="_blank">read more</a></p> http://wealthmanagement.com/prospecting/newsle-it#comments Technology Marketing Prospecting Thu, 13 Nov 2014 14:48:00 +0000 705551 at http://wealthmanagement.com Social Media's Come of Age http://wealthmanagement.com/technology/social-medias-come-age <div class="node-body article-body">A recent SIFMA panel on social media use by advisors argued that the digital tools are no longer optional.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/social-medias-come-age" target="_blank">read more</a></p> http://wealthmanagement.com/technology/social-medias-come-age#comments Industry Technology Wed, 12 Nov 2014 14:33:00 +0000 703511 at http://wealthmanagement.com Robert Churchill/iStock/Thinkstock App Review: Texting’s GateKeeper: Heywire’s Business Messenger App. http://wealthmanagement.com/technology/app-review-texting-s-gatekeeper-heywire-s-business-messenger-app <div class="node-body article-body">Business Messenger by HeyWire organizes incoming texts and lets you chat with anyone without giving them your phone number.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/app-review-texting-s-gatekeeper-heywire-s-business-messenger-app" target="_blank">read more</a></p> http://wealthmanagement.com/technology/app-review-texting-s-gatekeeper-heywire-s-business-messenger-app#comments Technology Tue, 11 Nov 2014 18:56:00 +0000 703551 at http://wealthmanagement.com Q&A: Make Me Safe http://wealthmanagement.com/technology/qa-make-me-safe <div class="node-body article-body">A Q&A with Dan Guido, Hacker-in-Residence at New York University Polytechnic School of Engineering, and the founder and CEO of Trail of Bits, on how non-techie advisors and clients can boost their fortifications against cyber attacks.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/qa-make-me-safe" target="_blank">read more</a></p> http://wealthmanagement.com/technology/qa-make-me-safe#comments Technology Tue, 11 Nov 2014 18:43:00 +0000 703521 at http://wealthmanagement.com <p>Trail of Bits co-founder Dan Guido</p> Image via Facebook Trusts and Estates Practice Resources on the Internet http://wealthmanagement.com/technology/trusts-and-estates-practice-resources-internet <div class="field-deck"> General references and specific links to web-based practice help </div> <div class="node-body article-body">The Internet provides an amazing repository of information, primary law, estate planning techniques and other materials needed in the trusts and estates practice.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/trusts-and-estates-practice-resources-internet" target="_blank">read more</a></p> http://wealthmanagement.com/technology/trusts-and-estates-practice-resources-internet#comments Technology Estate Planning Public Tue, 11 Nov 2014 14:32:00 +0000 703231 at http://wealthmanagement.com The Daily Brief: Jobs for Veterans http://wealthmanagement.com/blog/daily-brief-jobs-veterans <div class="node-body blog-body">Since May 2012, Edward Jones has hired 1,250 military veterans as financial advisors. </div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-jobs-veterans" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-jobs-veterans#comments Blogs Markets People Technology The Daily Brief Tue, 11 Nov 2014 10:00:00 +0000 703081 at http://wealthmanagement.com