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Financial Technology

Financial Technology

Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.

- Advisor Spotlight
- client relationships
- financial advisors
Advisor Spotlight: Jeff Bernier Goes the Extra Mile to Help His Clients Grow

Jeff Bernier is the Founder, President and Chief Investment Officer of TandemGrowth Financial Advisors, LLC, a boutique advisory firm located just outside Atlanta, GA. Advisor Spotlight is a series that features select AdvisoryWorld advisor clients …
- Advisor Spotlight
- client relationships
- financial advisors
Advisor Spotlight: MaryAnn Dahl Sets the Highest Standards in Analysis and Reporting, Impressing Plan Sponsors and Individuals Alike

MaryAnn Dahl is Director of Research and Reporting at Deschutes Investment Consulting (DIC), a leading retirement plan consulting and wealth management firm based in Portland, Oregon. Advisor Spotlight is a series that features select AdvisoryWorld …
- client relationships
- financial advisors
- financial planning
Using Social Media to Attract New Clients

by Ryan W. Smith As social media and interactive websites have proliferated in recent years, there are some advisors who have found unique ways to harness these forums and attract new clients. Many writers, celebrities, …
- client relationships
- financial advisors
- financial planning
What social media sites have the most users?

Facebook reports that it has approximately 1.23 billion active monthly users and well over 2 billion users in total. LinkedIn has 467 million users while Instagram has 100 million active users each month, about the …
- client relationships
- financial advisors
- financial planning
What is more influential today? A neighbor’s opinion or a social media post with 1,000 likes?

It depends greatly on the topic, but in today’s world, it does appear that a stranger’s comment or post with 1,000 likes is more directly influential than the opinion or knowledge of an acquaintance. There …
- avoiding mistakes
- baby boomers
- client relationships
Successful Retirement Means More Than Just Saving Earlier

by Ryan W. Smith Retirement savings have always been a long term goal for most Americans. Studies and experts have continuously said that saving earlier is necessary to meet the retirement goals most people have. …
- avoiding mistakes
- baby boomers
- client relationships
The reality of retirement savings difficulties does not necessarily equate to fear of poor outcomes.

According to an international survey of over 18,000 people from 17 countries, with more than 1,000 Americans included, researchers at HSBC noted that just over one-third, 35%, of those asked said they wished they’d started …
- avoiding mistakes
- baby boomers
- client relationships
What are some of the ways a retirement savings plan can go awry?

According to an international survey of over 18,000 people from 17 countries, with more than 1,000 Americans included, researchers at HSBC noted that one of the main difficulties to maintaining a retirement savings plan is …
- avoiding mistakes
- baby boomers
- client relationships
Saving earlier might not guarantee a successful retirement. Why?

Saving early might not be enough to ensure a comfortable retirement, and continuing to save during difficult financial times is just as important as when a person begins saving for retirement. According to a global …