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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.
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...
As financial advisor ratings websites like BrightScope and Advice IQ proliferate, advisors are going to have to get comfortable with having their records a click away from clients and prospects.
Welcome to WealthManagement.com. "Holistic" wealth management is no longer some vague buzz word; wealth management is, finally, THE dominant retail financial-services business model. After years of talk, it is happening...
