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August 9, 2019

Maximizing Technology- What You Need to Know

Maximizing Technology- What You Need to Know The 93/25 divide: 93 percent of individuals indicate they are engaged with social media at least weekly only 25 percent of advisors say they interact with their clients via social media Whether it’s closing the digital divide with your clients[…]
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February 20, 2019

Should You Outsource Your Investment Management?

Should You Outsource Your Investment Management? Depending upon which studies you look at, somewhere between 25% to 50% of all advisors outsource some or all their investment management functions.  But outsourcing is not for everyone. There are significant advantages to outsourcing, but they come with trade-offs. By[…]
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June 27, 2018

To Succeed Today, New Financial Advisors Need to Invest in Technology

To Succeed Today, New Financial Advisors Need to Invest in Technology The future of financial advisors is bright: The Bureau of Labor Statistics expects demand for advisors to grow at a rapid clip as savvier clients search for the best approaches to money management. Of course, becoming a financial[…]
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June 4, 2018

The Case for Free Fintech Software

MutualFunds.com Q&A with David Lyon The old saying “you get what you pay for” isn’t always true, especially when it comes to technology applications for the financial services industry. Independent financial advisors shouldn’t automatically dismiss free software as inferior to paid solutions. Most of the digital utilities that[…]
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January 4, 2018

The Hidden Cost of Portfolio Rebalancing

The Hidden Cost of Portfolio Rebalancing As many advisors know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and even save money through tax efficient investment decisions. Portfolio rebalancing is[…]
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Recent Posts

  • Don’t Let Your Fintech Become a One-Trick Pony with David Lyon
  • The Great 2020 Reset
  • The Value of Fintech Platforms
  • MutualFunds.com Q&A with David Lyon
  • Maximizing Technology- What You Need to Know

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