RIA rollups

What's the Secret Sauce in RIA Rollups?

Whether you call them RIA consolidators, aggregators or roll-ups, they are all fighting toward the same goal: keeping their advisors happy and growing their assets.  Yet how they got their their current size and how they plan to keep growing is a story that often gets overlooked. Three successful RIA rollups recently appeared on stage […]

Financial Advisor Technology Tools

25 Awesome Financial Advisor Technology Tools – Winterberg

Armies of technology vendors seem to be converging on the wealth management industry offering cloud-based services to automate every task a financial advisor could ever think of. These tools can help advisors connect and communicate with clients and prospects anywhere in the world.  But which ones are best for your needs? The myriad choices can […]

5 Ways a Web Portal Can Excite Your Clients

This is a summary of part of a panel discussion from the Tools and Technology Today (T3) Conference that took place February 11-13, 2013 in Miami, FL. The original subject of the panel was Advent/BlackDiamond integration, but it morphed into more of a discussion of how firms are leveraging their CRM systems to become the […]