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With the speed at which technology changes, advisors need to be adaptable and willing to upgrade technologies that can improve their business. That was the message from Doug Kinsey of Artifex Financial Group, who outlined a roadmap of his firm’s technology in a recent Genius Session for Trust Company of America.

Kinsey says RIA firms should seek to create streamlined, scalable and repeatable processes for their technology, with a focus on simplification and saving time.  Taking inventory of existing technologies is a good place to start: What works? What causes problems? What aspects of the business could potentially be improved or made more efficient by better technology?

Advisors who attended the Genius Session offered a snapshot of the wide range of functions that could benefit from improved technology. 52% of attendees said they were most interested in technology in back-office functions and portfolio management, 38%...

5 Social Media Policy Tips for Financial Advisors

Originally posted by Financial Social Media.

By...

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How to Live Up to Your Full Business Potential

Every business has its challenges. For RIAs, those challenges may be developing marketing plans, managing revenue margins, or even something as seemingly simple as scheduling regular client meetings.

Whatever your firm’s challenges may be, overcoming them requires an awareness of what...

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How to Dodge the Top 4 Social Media Obstacles Facing Financial Advisers

Originally posted by Financial Social Media.

By Amy McIlwain

As social media becomes an...

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Why Advisors Should Care About User Experience

The industry is forcing advisors to think differently about their business. It’s important to not only think about the service you’re delivering, but also how you’re delivering it. In an online sense, this concept is often termed user experience (UX).

Why should you care about user...

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