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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If relationships are the heart of the advisory business, technology, it could be argued, is the circulatory system, ensuring the information that supports the relationship goes where it’s needed without trouble.
In that respect brokerage firms a...
Many advisors see LinkedIn as a static webpage. A place they create a profile and let it forever sit like a modern-day yellow page listing. These advisors are missing the point. Getting found on LinkedIn is a living and breathing commitment – ...
Getting up to speed on every client’s passion is practically impossible. Sure you glean some basic details—the name of their favorite sports team, or whether they raise orchids or roses. But imagine offering a sample of your latest...
When John Sileo talks identity theft, he speaks from experience. The identity theft expert was first hit by one of his clients who embezzled $300,000. Then, someone bought a house in his name. So Sileo, CEO of sileo.com and author of Privacy Means...
Social media was hyped as the next gen answer to older advisors’ challenges. Not quite. Yet more and more, advisors of all ages are discovering the tangible benefits of the tools.
Facebook just turned ten years old. Wow! Does that officially make Facebook a pre-teen? Regardless, we decided to dig deeper into Facebook in our latest research study.
In our 2014 Financial Advisor Social Media Study, we asked advisors what ...
A firm's social media footprint can say a lot about how a brand is perceived by clients and the public at large. Here, Wealthmanagement.com ranks regional and wirehouse brokerage firms by their social media influence...
