-
By Editorial Staff |
May 13, 2013
Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.
-
By John Sullivan, AdvisorOne |
May 5, 2013
At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
-
By Editorial Staff |
April 29, 2013
With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
-
By Editorial Staff |
April 29, 2013
With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
-
By Joyce Hanson |
September 26, 2012
RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.
-
By Les Abromovitz |
January 1, 2012
RIAs owe a fiduciary duty to clients to prepare for disasters and other contingencies. If an RIA does not have a disaster recovery plan, clients financial well-being may be jeopardized. RIAs should also engage in succession planning, ensuring a smooth transaction if an owner or principal leaves.