3 Ways Personality Testing Crushes Risk Tolerance Questionnaires
Considering the tidal wave of fear-driven headlines these days, it’s tough focusing on the biggest issue we should be worrying about. Climate change causing the oceans to rise? Over-exuberant stock market heading for a crash? The New England Patriots winning another Super Bowl? The problem is that human brains just aren’t wired to make accurate risk predictions. Financial advisors […]
Redtail vs Salesforce FSC: Which is the best CRM for Financial Advisors?
Customer Relationship Management (CRM) software that is fully-integrated into a firm’s infrastructure can be an incredibly powerful tool. It is just one of a wide array of financial technology (fintech) tools that have been engaged in a technological arms race for advisors trying to stay abreast of their competition as well as the expectations of increasingly tech-savvy clients. With […]
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. […]
