RIA Technology

Cyborgs and robos and hybrids, oh my!

By now, most registered investment advisors are familiar with automated advice platforms, or robo-advisors. While these services have been a disruptive force, the machines haven’t “taken over” in the dystopian sense that some had originally feared. In fact, many RIAs have...

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Making the most out of your CRM

The key to maximizing the benefits of a CRM system is nailing the rollout.

Customer relationship management systems, or CRMs, are a critical tool for independent financial advisors to keep track of their clients and prospects, monitor their sales pipeline, and perform many routine...

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