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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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The Future Of Advisor Platforms: Reducing Overhead Costs With Services (Not Technology)

Nerd's Eye View

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.) Which is usually one from a list of just 3 leading providers in any particular category.

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead. One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care.

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How Much Can Technology Improve Healthcare Payments?

PYMNTS

Touted by observers and industry players as one of the top trends that could impact medical billing and data management for 2018, the technology is increasingly being viewed as part of the path to better efficiency in payments. No matter the technology, companies hoping to make profits in healthcare payments have a tough road.

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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Weekend Reading For Financial Planners (May 6-7)

Nerd's Eye View

Also in industry news this week: Legislation working its way through Congress would allow for electronic delivery of documents to clients of advisors and other financial services firms by default, though it has been met with some opposition While RIAs have outpaced wirehouses in terms of client asset growth and headcount, industry consolidation has (..)