In Battle for AUM, Gen X Is Advisors’ Secret Weapon
The high-net-worth story is increasingly a Gen X story, according to Tony Stich of Advicent.
The Advisor as Tech Guru, Educator, Full-Service Consultant
It’s no secret that the wealth management industry is in the throes of profound transformation.
The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without.
Recruiting and the Role of Technology: 2017 Broker-Dealers of the Year
As broker-dealers face increasing consolidation and pricing pressures, technology has emerged as a way for firms to add scale and efficiency.
Hire Top Next-Gen Advisors to Address Next-Gen Issues
The changing face of business often means new skills or new opportunities that may be uncomfortable. For many advisory firms, the looming challenge is modernizing their offices.
Secure Messaging: The Rise and Replacement of Text Banking
Galina Datskovsky, CEO of Vaporstream, shares a less risky way to get the benefits of text communications.
How to Stop Worrying and Learn to Love Technology
Not only are more advisors adopting technology, those who do are outperforming their peers, a Fidelity study found.
How to Make Technology Part of Your M&A Strategy
Technology is not just a way to engage clients; advisors can use it to attract breakaways and scale their practice.
When it Comes to Advisor Tech, Size Does Not Matter
No matter how big, small or in the middle your firm is, technology is mission-critical to succeed. Three advisory firm leaders share how they've used technology to grow their practice.
How Advisors Can Increase Client Referrals With Digital Infrastructure
From the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, it’s been a tough few years for independent advisors.