Best Tech for Solo Advisors

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5 Must-Do Technology Moves That Build Client Trust—And Encourage Referrals

Chart Talk: Wealthy investors want both personal attention and technological ease—and that’s a trend we can expect to continue. How is your level of technology affecting trust-building with your clients in these five areas?

Why I’ll Spend $100 on Tech That Saves Me Just One Minute a Day

A hundred bucks a year is well spent on apps that save you a few minutes each day—because cumulatively, they can really take the pressure off. Here’s what this productive advisor uses to get more done in less time.

Negotiating the Uneasy Relationship Between Financial Firms and Technology

Often there is a disconnect between the technology you would like to use and the technology your firm wants you to use. Sometimes you are catching up, sometimes you are waiting for the firm to get with it. Managing integration of new technology is a vital skill for the modern-day advisor.