Use Mobile Technology Better or Risk Losing Clients
Wealth management is “significantly behind” other industries in adopting emerging mobile technology to interact with clients, according to Darrin Courtney, research director for Boston-based CEB TowerGroup. How can advisors change this trend? 18 Apps Advisors Can't Live WIthout
The average person checks their phone every 6.5 minutes, according to a recent study by Nokia, and with dozens of apps on the average smartphone, it’s certainly easy to spend your days distracted by Angry Birds and Instagram. Financial advisors, however, pinpoint these smartphone apps as essential in helping to make their businesses and lives more efficient. How to Improve Your Social Media Strategy
The recent notification from FINRA, that the regulator will spot-check social media communications of its members, underscores how crucial it is for firms to have a robust social media policy in place. Here are 11 issues to consider in crafting an effective social media policy. Fund Firms to Increase Tech Spending
Thirty eight percent of fund firms across the country said that they will increase technology-related costs while a total of 17% of respondents said they expected no change in whether their firm's technology costs would rise or decline for the rest of this year. Research Roundup: Don't Be Deceived by the Deficit Dip
The year did see a permanent rise in tax rates for the wealthy, both from the "fiscal cliff" compromise and from the legislation pertaining to Obamacare. It also saw an end of the prior year's payroll tax holiday. These changes will continue to generate additional revenue flows, as the special bonus and dividend payouts will not. But the surge that occurred with the change will not recur. Contact Us Matt Ackermann
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