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Advisor businesses are growing, in client numbers and geographical reach. Investors typically find advisors through personal referrals, but also increasingly use online searches and social media to make a connection. One study found 65% of clients research potential advisors through social networks, and 86% use those networks to help in their buying decisions.

Some call it the “consumer revolution,” where clients are becoming collaborators in their financial planning. Fintech and social media train investors to expect efficiency, transparency and accessibility. Rather than a relay of information from advisor to client, limitless information online and booming client-focused tech innovation enables the client to exchange ideas with his or her advisor.

A recent survey by Accenture Research found 88% of advisors believe their clients are more knowledgeable about the investing process and available product solutions than they were five years ago. And...

The robo advisor’s place in an advisor’s practice

Call it a fad, phenomenon or natural evolution, but the truth is, “robo advisors” are gathering assets fast. Around $50 billion are currently managed on digital advice platforms and, by some accounts, robo-managed assets are projected to top $2 trillion by 2020.

The low ticket...

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Fully integrated technology is key to advisor success

While technology may provide a range of benefits for financial advisors, the success of these solutions depends in part on how well these various software applications work with one another in a connected office environment. This depends on their degree of integration. Integration refers to the...

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Seven benefits of technology for your advisory practice

The right technology can make all the difference when it comes to a financial advisor’s success, especially in today’s competitive business environment. Recent innovations in financial technology have provided state-of-the-art applications to handle everything from client...

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Best practices for investing in the right technology solutions

Financial advisors have more technology options today than ever before. But for technology solutions to work well, they need to be fully integrated with the advisor’s platform. The best technology solutions will enable you to scale, add new components as your needs change, and enable...

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