How Do You Beat a Robo-Advisor? Trust
Successful financial advisors must have the trust of their clients, an MIT economist says.
Using Big Data Gives Investing Edge With ETFs, Risk
Big data is about faster, better analytics, that help extract that “needle from the haystack” using the latest data science.
Advisors ‘Lagging’ in Proper Insurance Against Cyberattacks
An FPA survey found that less than a third of advisors were fully prepared to manage the risks of a cyberattack.
Complex Client Chats Could Be Untangled by Speech Software
Gridspace says its analysis software, from SRI Speech Labs, would eventually fit the needs of the financial advisory space.
Would Blockchain Have Blocked Wells Fargo’s Misconduct?
An MIT professor and others said blockchain could have made it easier to see that the accounts were fake, but would that have been enough?
As Advisors Jump Into AI, Experts Warn About Data
Thought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
Redtail Launches Text Messaging Solution for Advisors
Less than 10% of advisory firms currently use texting to communicate with their clients.
Taking a ‘Textbook’ Approach to Tech
In 2013, Weston Financial had reached a stalemate. The technology platform Weston had been using – which was not robust enough to carry Weston forward – was being decommissioned by the vendor.
What to Do When You Outgrow Your Technology
Henssler Financial has always endeavored to give back to the Kennesaw community, but keeping up with changing regulations and the vast array of investment options calls for a solid technology solution.
Open Architecture Is Key for RIA/BD Hybrids
For hybrid firms, it’s important to do things in as efficient and cost-effective a manner as possible.