Technology

Outdated Tech is Costing Advisors Clients and Prospects

The firm with a new study on this topic answers our questions on how advisors can more proactively approach technology.

Laura: What Do Clients Really Want in Retirement?

The social worker-turned-advisor and CEO of the Retirement Coaches Association aims to find out with his new tool.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Maximize Your Digital Marketing Efforts by Recycling Your Content

How to maintain a steady flow of interesting, inviting and relevant content without sacrificing time with clients. (By Gretchen Halpin)

Technology Offers Opportunities for High-Touch Client Contact

The RIAs profiting most from the efficiencies of technology focus on real-time client interaction and communication. (By Gretchen Halpin)

Latest News

BofA: Recession May Force Fed Rate Cut in 2023

A slowdown in rate hikes would tamp down 10-year Treasury yields and some of the volatility that has plagued investors this year, BofA says.

DOL Reverses Trump on ESG Investments in Retirement Plans

The rule makes it easier for plans to offer socially responsible investments, but traditional financial factors must be considered.

SEC Charges Goldman Didn’t Follow ESG Policies

The SEC fined Goldman Sachs Asset Management $4 million for not following ESG policies and procedures.

Hedge Fund Challenges Envestnet

The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.

Older investors Still Seeking Guidance From Advisors

A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.

Cancer Diagnoses Lag After Screenings Fall During Pandemic

Although Americans are getting back to a normal way of life, they still appear to be avoiding the healthcare system, new research finds.