Category: White Papers

White Paper: Shifting Economics of Adviser Technology

The financial advice industry has seen seismic shifts over the past decade that have changed the very fabric of what it means to invest. Technology has been, and continues to be, a major driver of change in the industry.

However, all technology is not created equal – and neither are the benefits it can bring to advisers, institutions, and the investors they serve.

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White Paper: Shifting Economics of Adviser Technology

Financial technology has been slow to adopt the free software model that drives much of the digital world. Utilities that you use every day – email, document clouds, social networks – are completely free. Why should the digital tools required to run your practice be any different?

We’ve dug deep into these shifting economics and uncovered how advisers can reduce their overhead to pull ahead of the pack.

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White Paper: An Adviser’s Guide to Understanding Investors’ Digital DNA

While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.

However, the demand for financial advice – delivered by a human, digital or a hybrid platform – remains strong. With information from thousands of investors and advisers, this comprehensive white paper study outlines how advisers can use digital tools to collaborate with clients.

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White Paper: Rise of the Digital Adviser

Becoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors.
Technological advances in the wealth management industry were initially ignored. Then, with the rise and popularity of the “robo-advisor”, they were feared. Now? The chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.Continue Reading…

White Paper: The Generations Gap

What two things do most investors list as deal-breakers with an adviser?

What communication method do Millennials prefer more than Xers and Boomers combined? Investors of any age have certain universal needs, but their age does influence their particular wants. In order to get and keep clients, you need to recognize those.

It doesn’t take a year to get better at differentiating your client roster. In fact, after reading the report, you’ll be better prepared than many other advisers to address the specific needs of your clients and prospects.Continue Reading…

Infographic: Wealth Management for Affluent Millennials

Our infographic offers key stats to make more informed decisions in your pursuit of them. You’ll discover:

  • What separates an affluent millennial from a typical one (and it’s not just a higher net worth).
  • The surprising ways millennials are outperforming their Gen X counterparts.
  • The one social media platform you can’t afford to ignore.
  • Geographic locations you’re most likely to find them.

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Infographic: Business of Being an Adviser

Download your free, full size, PDF copy of The Business of Being an Advisor infographic.

Find out how to simplify the typical advisor/client journey, address common pain points, and optimize business development and client management. Continue Reading…