Adding Value Through Asset Location Optimization

Posted by Suzanne Bohs

March 16, 2016 at 1:30 PM

As a financial advisor, you know your job keeps getting tougher. It’s not enough that you play many roles: trusted advisor, educator, planning facilitator, portfolio manager, cross-generational family coordinator, and even friend. In this ever-changing industry, you must also find ways to set yourself apart. One solution? Prioritize asset location optimization in your practice.

Read More

Topics: Asset Management & Investing, Technology

CRM System Best Practices for Financial Advisors

Posted by Kol Birke, CFP

March 15, 2016 at 10:00 AM

I’m an odd duck when it comes to technology. While I grew up in an age of technology dominance and make my living rolling out the latest and greatest tools for advisors, I also fundamentally believe, “If it ain’t broke, don’t fix it.”

So, how do I respond when advisors ask me if they should start using a new customer relationship management (CRM) system, or why they should leverage their current one? I tend to ask one thing: “What issues in the office are you trying to improve?”

Read More

Topics: Technology

Choosing a Cloud Service Provider for Your Financial Services Firm

Posted by Rachael Mosher

September 29, 2015 at 10:00 AM

Many businesses use the cloud for storing and backing up files and data, and you might be looking into doing this for your financial services firm, too. After all, the cloud is affordable, hands-off, and convenient. You don't have to worry about taking up memory space on your devices; keeping track of physical documents; or purchasing, installing, and maintaining additional hardware or technology infrastructure.

Read More

Topics: Information Security, Technology

Is It Time to Upgrade Your Technology?

Posted by Mike Feola

July 29, 2015 at 1:30 PM

As you know, technology changes rapidly. Today's innovation may be obsolete in a year. Blink your eyes and a cutting-edge smartphone is old news. In an environment like this, it's hard to know when you truly need to upgrade your technology. But new technology can give you a competitive advantage, helping you serve your clients better and run your practice more efficiently.

Read More

Topics: Technology

How Commonwealth Keeps Up with Trends in Financial Advisor Technology

Posted by E.J. Sutherland

July 28, 2015 at 10:00 AM

There are four trends in financial advisor technology that will play a significant role in the years ahead, as our industry looks to catch up with what's happening elsewhere:

Read More

Topics: Technology

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us