Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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YouTube has become a critical part of every brand’s marketing strategy, and now mutual fund companies are uploading to Google’s video streaming website...
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Thanksgiving means sitting down with friends and family, breaking bread … and inevitably arguing about current events, religion and politics. To help avoid the drama this year, Vox.com has put togethe...
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A Debt Owed to the Cowboys
The Dallas Cowboys is suing financial advisor Dawn Bennett over claims that she hasn’t paid $500,000 for a luxury suite she leased, according to WFAA.com. The team is see...
It’s remarkable just how much technology is changing the way advisors do business. At its core, the advisory business is still a relationship business, and what distinguishes the best advisory firms is still their ability to connect with and...
You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...
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A Grim Picture of Advisor Growth
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 clie...
Many of you might have used Google News Alerts - the free service that scours the web on a regular basis for mentions of your key contacts. It is a pretty cool service, but there’s a downside – you have to individually enter...
Evan Shear thinks financial advisors lacking a social media presence are fools. Shear, a Raymond James advisor and founding partner of Heathrow, Fla.-based Crossley Shear Wealth Management, uses Facebook, Twitter and LinkedIn to connect to his...
Are your texts one big blur? Friends tangled with business contacts, and co-worker updates lost in the list? Business Messenger by HeyWire may have an answer. Designed for sales people, the app lets you chat with anyone without giving them access...
