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Intelligent Advisor

Highlights
Study: Avoid Technology, Miss AUM Growth
Oct 13, 2016
Smaller advisory firms are still leading the charge with technology adoption, but that doesn’t necessarily indicate that technology is less important to larger firms. A quarter of nearly 2,000 firms surveyed by RIA in a Box, a technology firm ...
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Client-Focused FAs More Profitable Than Investment Managers
Oct 11, 2016
Advisors who spend more of their time on asset gathering and retention activities tend to have higher AUM growth rates and revenue growth than those focused on investment management, according to a new study conducted by FP Transitions and...
Compliance Is Not Keeping Pace With Advisors' Digital Demands
Jul 15, 2016
Already overwhelmed by the compliance requirements for email, newer forms of communication like social media and texting are proving to be a compliance challenge for financial services firms. According to a survey of compliance professionals b...
Test Your Financial Movie Knowledge
Test Your Financial Movie Knowledge
May 05, 2016
How well do you know movies about finance and Wall Street? Test your knowledge of well-known movie lines with this quiz. Simply select which movie the given quote is from. You’re on the honor system, so no Googling. Your own memory and intuit...
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