Blog Entries in Technology

Blog Entries in Technology

What Can RIAs Expect from a System Conversion – Part 2

By Joan Walker, Managing Director, UNAPEN on Tuesday, June 30th, 2015

Joan Walker, Managing Director, UNAPEN

When we last left off, we had determined that signing a contract is the beginning of the process, not the end. We also learned our first lesson – your firm needs to have knowledgeable and empowered people as part of the conversion project team, but what does this mean?..Read More »

What Can RIAs Expect from a System Conversion? – Part 1

By Joan Walker, Managing Director, UNAPEN on Thursday, June 18th, 2015

Joan Walker, Managing Director, UNAPEN

Your wealth management firm has just spent months looking into new systems, narrowing the field of options, negotiating terms and agreements and finally you are at the end of the process. You have chosen a new system! Congratulations, you’re done, you can leave it in the vendor’s hands to bring in the new system and all will be right with the world. WRONG – this is only the beginning, let’s see why...Read More »

The Challenge of Becoming Paperless

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, June 17th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

I frequently refer to my firm as a paperless office. All documents are stored online or PDF'ed on our CRM system. Tax returns are filed electronically. We receive clients' documents through our secure link. Yet we still purchase yellow pads...Read More »

Five Reasons Your Company Should Develop a Cyber Security Strategy Now

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

From a billion-dollar bank heist to massive leaks of private information, the headlines are littered with reasons why cybersecurity strategies are more important than ever...Read More »

When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, May 20th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment...Read More »

Wearable Tech Goes Mainstream

Mike Barad, Head of Product Services & Components, Morningstar

Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body..Read More »

Bob Veres Take on Robos at the FPANJ

By Bill McGuire, Principal, W.M.McGuire, LLC on Monday, May 11th, 2015

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

As the FPANJ keynote presenter, Bob Veres, publisher of Inside Information, provides his insight on the Robo Advisor challenge and opportunity...Read More »

Danger, Will Robinson! Where Robo-Advisors Are at a Disadvantage

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Whenever I hear the term robot, I always imagine the mechanical member of the crew from the old television series Lost In Space..Read More »

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 »

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 »

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