The ocean’s receding, so to speak, on social media, and advisors who don’t get on board with social tools are going to get hit by the tidal wave, said one advisor at SIFMA's social media seminar.
What’s new in visual communication for trusts & estates professionals
Missing your highlighter in today's digital age? Flow punch back into your data reports with Roambi — a mobile app that takes Excel, Salesforce, plus a host of other sources, spinning them into interactive rainbows. No more dozing clie...
While the machine may never completely replace the flesh-and-blood financial advisor, it will force you to narrow your focus and lower your fees.
Either buying, or building, a compliance reporting tool.
"The tradional brokerage business is, by all appearances, on its way out."
