Financial Advisors

Socialware

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, …

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power of the crowd

Can The Power of the Crowd Disrupt Financial Advice?

The uncanny accuracy of crowdsourcing has been well-documented by both government and private research.  The ability of average people to predict the likelihood of future events when their insights are aggregated together outstrips the results of even the best professional analysts. Two startups want to harness the power of the crowd to disrupt investing and possibly the entire …

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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 …

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Is MyVest the Right Portfolio Rebalancing Software for You?

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. As part of my series of articles on portfolio rebalancing software, …

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