Financial Advisors - Financial Advisor Technology

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  1. Evaluating Target Date Funds Just Got Easier

    The wave of target date funds has caught the eye of the DoL, which has issued guidelines ...
  2. The Best Robo-Advisors for Your Advisory Practice

    Robo-advisors targeting financial advisors aim to free up their human counterparts ...
  3. How the FPA's New Planner Search Will Help Advisors

    The FPA recently launched a new redesign aimed at making it easier for consumers ...
  4. The 5 Best CRM Services for Financial Advisors

    CRM solutions have become an invaluable tool for advisors as competition from robo-advisors ...
  5. Ellevest: How This New Robo-Advisor Stacks Up

    Many investors have long anticipated the launch of Ellevest, a women-focused robo-advisor. ...
  6. How to Grow Your Advisory Biz with Dashboarding

    Here's how advisors can leverage dashboards to consolidate information and mine it ...
  7. One Vital Area Where Robo-Advisors Fall Short

    Although publicized as an investment panacea, robo-advisors may fall short on personalized ...
  8. Best Advisor Technology for Understanding Clients

    Advisors can leverage new technology to dramatically improve their workflow and overall ...
  9. How Advisors Can Combat Ransomware

    Ransomware is malicious technology that’s becoming increasingly commonplace in corporate ...
  10. What Advisors Can Learn from Robo-Advisors

    There are several things that advisors can learn from robo-advisors that can help ...
  11. The Pros and Cons of Robo-Advisor Personal Capital

    A look at the pros and cons of robo-advisor Personal Capital's robust platform.
  12. Morningstar's New Client Portal: Better with Data

    Morningstar’s new client portal features data aggregation to aid financial advisors ...
  13. How Advisors Can Win at Social Media

    Social media is a valuable business tool and it's here to stay. Here are three big ...
  14. Google Essentials for Financial Advisors

    These tips will help you manage and boost your presence on Google.
  15. Why the Wealthy Will Always Need Human Advisors

    A recent report by Citi concludes that robo-advisors augment traditional advisors ...
  16. The Top 6 SEO Tips for Advisors

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

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

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

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

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

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

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

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

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

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

    Fidelity Investments recently announced that it will be launching its own robo-advisor ...
  27. 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 ...
  28. 6 Personal Finance Apps that Help Keep Costs Down

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

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

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

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

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

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

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

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

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

    Financial advisors can leverage podcasting to increase their brand awareness and ...
  38. 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 ...
  39. New Road Warrior Apps for Advisors

    Financial advisors who frequently work on the road or at home will likely find some ...
  40. Robo-Advisors: Top Challenges for Tapping China

    Robo-advisors and advisors at large face cultural challenges as they seek to break ...
  41. How Advisors Must Ramp Up Tech for Fiduciary Rule

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

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

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

    A solid client-advisor relationship is the foundation of reputable advisory firms. ...
  45. 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 ...
  46. Advisors: How to Make Social Media Work for You

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

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

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

    Few websites provide reviews of advisors but that could soon change with the SEC ...
  50. 5 Ways to Win (and Keep) Wealthy, Young Clients

    A new breed of client is rapidly growing with the rise of the digital revolution. ...
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