Content Plus Robos the Formula for Attracting Financially Fragile Millennials

FinTech Content Lures Financially Fragile Millennials

Millennials have long presented a puzzle to financial advisors, and for good reason. On the one hand, we have a 75-million strong generation that is better educated, more diverse and more active than its predecessors. On the other hand, much of the Millennial crowd is not all that appealing to a traditional financial advisor. According […]

Is Finance Logix The Right Financial Planning Software For You?

Britain voting to leave the EU.  ISIS terrorists attack Orlando and France.  An attempted military coup in Turkey. Donald Trump.  There’s no shortage of news these days that can scare investors into a panic. Smart financial advisors know that the best way to keep their clients from panicking is to have them buy-in to a comprehensive financial plan. […]

Roboadvisors Renaissance

How the RoboAdvisor Renaissance Pushed the Industry Out of the Dark Ages

While B2C robo advisors have yet to reach asset levels that could threaten traditional advisors, their innovative technology has been spurring firms to revamp their online presence.  A Roboadvisor Renaissance has spread across the formerly stodgy wealth management industry.  Legacy technology vendors are rushing to revamp their user interfaces and add automated investment offerings to meet a […]

client engagement

Grapevine6: A Social Media Secret Weapon for Advisors

Maintaining engagement with clients and prospects has always been a costly and time-consuming, yet critical task for financial advisors. Social media has provided a free communications channel, but it does not reduce the effort required to locate or create and distribute captivating content. It has been a perennial industry puzzle: how can advisors effectively leverage networks such as LinkedIn, Twitter and Facebook […]