#ItzOnWealthTech Ep 3: Why Advisors Should Embrace Digital Marketing with Kevin Mulhern

“We’re now in a world where investor’s expectations for communication and contact are much, much higher than they were even five years ago.” –- Kevin Mulhern Kevin Mulhern is the co-founder and CEO of AdvisorStream. Previously, he was the founder of three other startups including a Canadian retail brokerage firm, a new media outlet for […]

#ItzOnWealthTech Ep 1: Joel Bruckenstein’s highlights from the T3 Advisor Conference

“Our industry is still evolving.  The entrepreneurs and innovators can’t just rest on their laurels. When they see an opportunity to do something exciting they just want to jump on it.” — Joel Bruckenstein Joel Bruckenstein, CFP® (@fintechie) is publisher of the T3 Tech Hub and the producer of the Technology Tools for Today (T3) […]

top ten WMToday posts

The Top 10 WMToday Posts from 2016

Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by.  Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017.  Portfolio rebalancing tools have been a staple on this blog since it started. […]

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 […]

Vestorly delivers next-generation client engagement

3 Ways Vestorly Delivers Next-Generation Client Engagement

Once upon a time, creating client engagement online took a lot of time and effort. Advisors labored to create original content, or scoured the Internet for articles to share. Results were often stodgy, boring, and mediocre. Clients and prospects ignored the shared content, and no one lived happily ever after. Along came a wave of startups looking to […]