Robo-Advisors: Pros, Cons, and How Human Advisors Can Adapt

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Robo-advisors are complex computer systems that can review analytics and make financial recommendations based on current trends and on the personal preferences of an investor. Investment companies such as Vanguard have already spent millions on the development of this automated investment solution, and it’s likely that as millennials get older and become more active investors, the service will increase in popularity...Read More »

Stick a Fork in Your AUM Fees: Price Your Services Based on Your Value

John Anderson, Managing Director, SEI Advisor Network

Look at advisory fees as being at a fork in the road, due to the influence of a more educated client, demands for more transparency, client “validators” and the growth of robo-advisors...Read More »

Do Robo-Advisors Use Excel?

By Susan Glover, President, Susan Glover & Associates, LLC on Thursday, February 26th, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Opinions on robo-advisors range from fear of competition to not impacting an advisor’s business. Regardless of where you are on the opinion spectrum, you should take this time to review areas of the robo-advisor’s success and compare them to your business model and infrastructure...Read More »

Benefit Your Firm and Your Clients

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, February 25th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

How many advisors are missing out on easily added new AUM with an opportunity to provide better service to clients? Managing outside accounts, like 401(k)s, can do both!..Read More »

WHITEPAPER: Going Mobile-Five Tips To Help Advisors Transform Their Business

Brian Shenson, VP Advisor Technology Solutions, Schwab Advisor Services

Mobile technology is an increasingly vital business tool for financial advisors. It will help you interact with clients in exciting new ways, making you more accessible and inspiring more collaborative discussions...Read More »

Mobile Strategy and the Content Continuum: Part III – Strategy

Mike Barad, Head of Product Services & Components, Morningstar

This is the third part of a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Mobile Strategy and the Content Continuum: Part II – Users

Mike Barad, Head of Product Services & Components, Morningstar

This is a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Mobile Strategy and the Content Continuum: Part I - Devices

Mike Barad, Head of Product Services & Components, Morningstar

This is a 3-part article on developing an appropriate mobile app strategy. Part I provides an overview of the different devices and their place on the spectrum, Part II describes the different user types, and Part III focuses on putting together a workable strategy...Read More »

Disaster Recovery: Compliance with SEC Guidelines

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Nothing is as potentially disastrous as having no plan to shield your business from an unexpected emergency. A plan to safeguard business data is critical, and readily available through backup, storage and some advance planning for quick recovery after a calamity, whether natural or manmade. The blood, sweat and tears that go into establishing a business could be in vain if that business lacks a plan for disaster recovery...Read More »

7 Tips for a Successful Webinar

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, February 10th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

One of the trickiest parts of the webinar process is to ensure a good turnout. So that you’re not sitting alone on your next webinar, here are a few things to consider when planning your promotional efforts...Read More »

View earlier posts in the archive