technology integration

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  Tech Integration Directly Related to Client Face Time: TDAI’s Valleley

  By John Sullivan, AdvisorOne  |  January 31, 2013

  Here’s a statistic that should get every advisor’s attention: without tech integration, advisors spend under 20% of their time with clients; with integration, that percentage rises to 50%

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  Top 10 Wealth Management Trends for 2013

  By Joyce Hanson, AdvisorOne  |  January 25, 2013

  Every year brings its own challenges, but 2013 is likely to be an exceptionally dynamic year for wealth managers, the Aite Group predicts.

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  How 4-Step Process to Achieve Tech Integration Boosts Revenue

  By Danielle Andrus, AdvisorOne  |  December 4, 2012

  When advisors had their systems fully integrated it could increase their revenue by up to 30%, and allow staff to spend 10% more time prospecting and adding new clients, the SEI white paper found.

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  New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow

  By Editorial Staff  |  October 25, 2012

  The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  The Financial Upside of Succession Planning

  By James Poer  |  June 26, 2012

  As a smart financial advisor, you want to maximize the value of your most valuable asset—your practice.

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  Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

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  Michael Kitces: The 2012 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 9, 2012

  One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.

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  Advisors' Sophistication Is Growing, In Investing Knowledge and Marketing Tactics

  By Marc Zeitoun, CFA, Rydex|SGI  |  November 9, 2011

  The most recent Rydex|SGI AdvisorBenchmarking survey suggests that many advisors are infusing themselves with a more sophisticated range of resources to offer clients, which in turn helps keep them calm and loyal during unstable market conditions.