by Sarah Manning | Mar 25, 2019 | Technology for Advisors
As the portfolio management and reporting landscape changes, more affordable back-office software options are available to RIA firms with less than $100 million in AUM. However, now firms are faced with the challenge of choosing from many well-priced solutions. The...
by Sarah Manning | Mar 25, 2019 | Technology for Advisors
Robo-advisors, who provide satisfactory services at a much lower cost than their human counterparts, are more prevalent than ever. In fact, registered investment advisors currently manage around $5 trillion in assets, while robo-advisors now hold about $14 billion of...
by Sarah Manning | Mar 25, 2019 | Starting an RIA
Conferences offer a number of benefits; they empower professionals to network with like-minded individuals, discover helpful tools, and learn new skills. However, most financial advisors skip conferences, the average advisor only attending a conference once every two...
by Sarah Manning | Mar 25, 2019 | Technology for Advisors
In today’s world of fast-paced innovation, it’s crucial to stay up to date on new technology. Savvy advisor firms use technology to streamline business operations, increase efficiency, and improve customer satisfaction. In fact, a CCH survey of accounting firms...
by Sarah Manning | Mar 19, 2019 | Technology for Advisors
Only 13% of financial advisors feel in complete control of their time. Back-office tasks are one of the main culprits of this problem, consuming financial advisors’ workdays and drawing away their energy from growing client relationships or building new ones. But...
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