Craig’s Note: To run a 100% remote RIA sounded ludicrous back in 2013 when Derek Notman decided to take his entire practice virtual. But in
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
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
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
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
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
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
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
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