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Cloud Technology Blog for RIAs and Broker-Dealers

External IT News Round-Up 3/13 to 3/19

A weekly round-up of everything you need to know.

As an added service for our blog readers, External IT provides a weekly round-up of the stories you need to know in the financial industry. 

A new list ranks the best and worst cities for money management. Here’s why it might be time to hire a business coach to bolster your practice. FINRA published a report on how firms can supervise their offerings of digital investment advice. Broker-dealers are preparing to lower account minimums in order to make room for the Department of Labor fiduciary rule. And content marketing is gaining attention as a way for wealth management firms to reach their target audiences.

3/18/16 11:03 AM / by Alexander Lapa posted in Practice Management, News, Technology

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External IT News Round-Up 1/24 to 1/30

As an added service for our blog readers, External IT provides a weekly round-up of the stories you need to know in the financial industry.

1/29/16 1:05 PM / by Alexander Lapa posted in Financial Services, Practice Management, News, Robo Advisors

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How to Find and Cultivate Millennial Clients
Know what they value, go where they are and have the technology they need. shutterstock_226254091.jpg

The average financial advisor is in his fifties, as are his clients. Advisors in that age range naturally look to maximize their revenues and the valuations of their books of business. As older clients enter retirement, and begin to drawn down accumulated assets, younger clients become more appealing. This is why baby boomer advisors have taken a keen interest in gaining millennial clients.

1/26/16 2:17 PM / by Sam Attias posted in Practice Management, Technology

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Cloud computing saves time, creates time for growing RIAs

The leaders of growing RIA practices cited “the need to work on and in the business simultaneously” among the leading threats to their business. In a survey conducted by WealthManagement.com, this challenge came out ahead of market competition, managing clients, pressure on fees, and losing staff.

9/14/15 10:30 AM / by Justin Kapahi posted in Financial, Cloud Computing, Practice Management

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