The Practice: Technology
August 27, 2013
Blogs You Should Add to Your Reading List
Insights, peer-to-peer advice and perspectives from the blogosphere.
Last Comment: August 30, 2013
August 21, 2013
How Toilets Fit Into Your Clients’ Portfolios
And other highlights from advisors’ conversations on Twitter.
Video [ 3:14 ]
August 5, 2013
A Blog’s Self-Celebration, With a Dash of Insight
One advisor blogs for self-promotion — but also does some deep thinking on the industry.
August 1, 2013
Take the Leap Into Social Media, Already
Advisors trail the general public on networking sites — and it could be hurting business.
July 30, 2013
To Improve Your Practice, Become a “Cyborg”
Robots can’t manage client behavior, but great technology makes human advisors more competitive.
July 29, 2013
Bloomberg Shutters Online Wealth Tracker
The company still likes the idea and may take another crack later.
July 25, 2013
Making Videos Part of Your Marketing Strategy
They don’t have to be long, complicated or expensive to enhance your brand.
Last Comment: July 25, 2013
July 23, 2013
Pushing Past Your Social-Media Anxieties
Following some simple rules is better than not participating.
July 22, 2013
Lying Clients and Compliance Woes Pressure FAs
Survey sheds a beam on what makes financial advisors toss and turn.
July 17, 2013
C’mon, Show ’Em Your Big, Smiling Face
Firms that encourage photo sharing can perform better.