Three Tips to Improve your Technology Decision-Making

Successful evaluations and decisions require a deep understanding of your information needs, the right questions and data awareness.

Make Smart-Technology Moves From the Inside Out

Your purchase decisions should be based on your firm’s internal needs and goals

The Value of the Human Touch

Technology can only take you so far. Financial advisors need to achieve the right balance of tech and human interaction for a successful client experience.

As quoted in InvestmentNews - How fintech aims to make DOL fiduciary rule manageable

Wealth of tools popping up to help with compliance, but will require proper adviser due diligence

Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months.

As quoted in InvestmentNews - Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

More software providers will add or enhance their tools to assist advisers in meeting the regulation's requirements

Enjoyed speaking with Alessandra Malito on Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

Sue Glover, president of Susan Glover & Associates, a financial services technology consultancy, said the core of an adviser's practice is not necessarily the CRM but depends on the services advisers provide — for some professionals, it may be the portfolio management system, while others may say it is their financial planning software.

Read the fill story HERE

Susan Glover Insight & Advice