Rogue 4-0 One: Can Robo-Platform Vestwell Help Advisors Defeat The Retirement Deathstar?
A long time ago in a galaxy far, far away… It was thought that when 401(k) plans were introduced to the universe, they would be a rebellious solution to fight the decline of company-sponsored pension plans. However, the numbers are in and they don’t look good for our heroes. According to the Bureau of Labor statistics, only […]
5 Ways Grapevine6 Can Jumpstart Advisors’ Social Media Marketing
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 […]
TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal
While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy. Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors. The technology savvy custodian […]
3 Strategies for Digital Client Engagement With Vestorly
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 […]
Figlo Swings for the Fences Against Financial Planning Software Heavyweights
Earlier this year, we held a financial planning software throwdown here at Wealth Management Today between eMoney Advisor and MoneyGuidePro—two of the most popular financial planning applications on the market. We scored both packages on a five-point scale in seven categories: user experience, client portal, planning, analytics and reporting, integrations, security and cost. Both tools scored […]
6 Ways that Socialware Can Save Advisors from Social Media Failure
Social media can be much like the Wild West. It appears to be a land of opportunity for advisors who want to prospect and post their thoughts on Facebook, Twitter and LinkedIn. But the free-wheeling atmosphere of social media networks can quickly seem like the O.K. Corral for executives and compliance officers. Now there’s a new sheriff in town. Socialware, […]
Jemstep Advisor Pro Helps Convert Robo Prospects into Clients
While some robo-advisor firms are making news by being acquired or spending their VC dollars on flashy marketing campaigns, some companies prefer to stay low-key and build their businesses the old fashioned way; by providing innovative solutions that add value for clients. Jemstep falls squarely into the latter category. While they began as a direct […]
eMoney Advisor vs. MoneyGuidePro: Which is the Best Financial Planning Software?
Update: We just posted our 2017 review of the Top 4 Financial Planning Applications for Advisors including eMoney Advisor, MoneyGuidePro, Navicent and Advizr. As the digital revolution continues to disrupt business models across all verticals, financial planning is one area where technological advancement is key. Wealth managers with more powerful financial planning tools that can create […]