Financial Advisors - Financial Advisor Technology

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  1. The Top 6 SEO Tips for Advisors

    Advisors are increasingly relying on search engines for inbound leads. Here's how ...
  2. Is FINRA Keeping Up with Technology?

    FINRA has issued a report that outlines its policies on digital technology and retail ...
  3. How to Find Red Flags with Potential Clients

    In an effort to avoid dealing with badly-matched clients, advisors can deploy tech ...
  4. Technical Difficulties? Here's What a Good Advisor Does

    Few things are more important for advisors than using technology these days, but ...
  5. Advisor Tools: To ‘Excel’ or Not Excel?

    Microsoft Excel has been a staple of the financial services industry for decades ...
  6. A Look at Morningstar's New iPad App for Advisors

    Morningstar is offering some functionality of its office software on an iPad app. ...
  7. A Look at Cetera's New Client Software Tool

    Cetera has launched software aimed at helping advisors find new opportunities within ...
  8. MoneyProGuide: A Peek at the New Version

    MoneyGuidePro has become one of the most popular software systems for financial advisors. ...
  9. These Robo-Advisors Aim to Serve Women

    Women's general lack of confidence in investing makes the female market a ripe one ...
  10. Can Robo-Advisors Survive the Coming Bear Market?

    Are robo-advisors capable of dealing with skittish clients when the chips are down? ...
  11. How Fidelity's Robo-Advisor Will Likely Compare

    Fidelity Investments recently announced that it will be launching its own robo-advisor ...
  12. Robo-Advisors: How to Pick the Best One for You

    Looking to simplify your investing life? We've sifted through some of the top robo-advisors ...
  13. 6 Personal Finance Apps that Help Keep Costs Down

    Here's a list of popular personal finance apps that advisors may want to recommend ...
  14. About Investopedia's Advisor Insights

    For the many financial advisors who have shown interest in Investopedia's new Advisor ...
  15. How Vanguard is Dominating Robo-Advisor Arena

    In less than a year, Vanguard’s robo-advisor platform has accumulated a whopping ...
  16. This Annuity Robo Wants to Transform the Market

    Annuities picked and sold without the intervention of an insurance agent? Here's ...
  17. The Most Useful, Popular Podcasts for Advisors

    Podcasts are a good way for advisors to keep on top of their industry and learn valuable ...
  18. Advisor Insights: What You Need to Know

    Advisor Insights seeks to connect Investopedia's 20 million users to the many financial ...
  19. Top Tips for Creating a Web Portal for Clients

    Fostering communication and workflow with clients via a secure, web-based portal ...
  20. Robo-Advisor Ellevest: Women-Focused and Stealthy

    Ellevest is a yet-to-be-launched online financial services portal aimed at women. ...
  21. How Tech Can Help Advisors with the Fiduciary Rule

    Here's why financial advisors may want to consider investing in new technology to ...
  22. Advisors: How to Podcast Your Way to More Clients

    Financial advisors can leverage podcasting to increase their brand awareness and ...
  23. How to Grow Your Advisory Business by Blogging

    Even if you're not a writer, blogging is one of the best online marketing moves you ...
  24. Robo-Advisors: Top Challenges for Tapping China

    Robo-advisors and advisors at large face cultural challenges as they seek to break ...
  25. New Road Warrior Apps for Advisors

    Financial advisors who frequently work on the road or at home will likely find some ...
  26. How Advisors Must Ramp Up Tech for Fiduciary Rule

    Advisors will need to upgrade their tech to comply with the DOL's fiduciary rule. ...
  27. Established Wealth Managers with Robo-Advisors

    These established wealth management firms offer robo-advisor platforms or have one ...
  28. How to Prep Your Tech for the Fiduciary Rule

    The fiduciary rule will force many advisors to restructure their businesses. Those ...
  29. Salesforce's New Advisor-Focused Cloud Offering

    A solid client-advisor relationship is the foundation of reputable advisory firms. ...
  30. Why It’s Probably Too Late to Start a Robo-Advisor

    Those looking to launch a robo-advisor face tough competition from a growing number ...
  31. Advisors: How to Make Social Media Work for You

    Most financial advisors today are using social media to help build their client base. ...
  32. How Will the Fiduciary Rule Impact Robo-Advisors?

    Robo-advisors appear to be primed to profit from the DOL's proposed fiduciary rule, ...
  33. Fiduciary Rule Prompts New Tech Products

    In the wake of the upcoming fiduciary rule, financial technology firms are rolling ...
  34. Why Advisors Need to Learn to Love Online Reviews

    Few websites provide reviews of advisors but that could soon change with the SEC ...
  35. 5 Ways to Win (and Keep) Wealthy, Young Clients

    A new breed of client is rapidly growing with the rise of the digital revolution. ...
  36. Why Advisors Need to Go 'All In' on Technology

    Technology has raised the bar for advisors in many ways. Here's why ignoring the ...
  37. Retired? Here Are the Best Robo-Advisors for You

    Robo-advisors are often associated with young investors, but there are a few online ...
  38. Are Advisors and YouTube a Good Match?

    Financial advisors that leverage YouTube can differentiate themselves in an increasingly ...
  39. 7 Top Non-U.S. Robo-Advisors

    Want a global perspective on your finances? Maybe you should consider going with ...
  40. Uber's Ultimate Battle: Are they App or Employer?

    Uber drivers, whose independent contractor status forms the cornerstone of the company's ...
  41. Small RIAs: Here's How to Level the Playing Field

    There are many ways in which small RIAs can compete with bigger firms. Here's how ...
  42. Who Advisors Should Be Following on Twitter

    Twitter has become an important tool for financial advisors. By looking at some top ...
  43. Top Portfolio Rebalancing Software for Advisors

    Portfolio rebalancing software has grown in popularity among advisors in recent years. ...
  44. Advisors: How to Ask Friends for Social Media Help

    Social media can be a difficult endeavor for those who didn’t grow up around technology, ...
  45. Active Management Enters the Robo-Advisor Arena

    Robo-advisors, which typically offer passively-managed investments, are starting ...
  46. Top Tech Trends for Advisors in 2016

    This year's tech trends for the financial advisor sector—from robo-advisors to data ...
  47. Financial Advisors' Next Big Tech Tool: Big Data

    Here's how big data is playing a crucial role in the work life of financial advisors ...
  48. How Fidelity is Angling its New Robo-Advisor

    Fidelity has joined the ranks of major firms offering robo-advisor services. Here's ...
  49. Robo-Advisor Platforms: Vanguard vs. BlackRock

    BlackRock and Vanguard have both added robo-advisor platforms recently. How do they ...
  50. Banks Take Heed of Wealthy's Use of Robo-Advisors

    The wealthy's increasing use of robo-advisors is putting pressure on traditional ...
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Hot Definitions
  1. Over-The-Counter - OTC

    Over-The-Counter (or OTC) is a security traded in some context other than on a formal exchange such as the NYSE, TSX, AMEX, ...
  2. Quarter - Q1, Q2, Q3, Q4

    A three-month period on a financial calendar that acts as a basis for the reporting of earnings and the paying of dividends.
  3. Weighted Average Cost Of Capital - WACC

    Weighted average cost of capital (WACC) is a calculation of a firm's cost of capital in which each category of capital is ...
  4. Basis Point (BPS)

    A unit that is equal to 1/100th of 1%, and is used to denote the change in a financial instrument. The basis point is commonly ...
  5. Sharing Economy

    An economic model in which individuals are able to borrow or rent assets owned by someone else.
  6. Unlevered Beta

    A type of metric that compares the risk of an unlevered company to the risk of the market. The unlevered beta is the beta ...
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