Advisor Applications

How We Can Help You Survive The Fiduciary Firestorm

http://advisors4advisors.com/images/stories/article-images/fiduciaryfirestorm.jpg
by pdgca4a     April 04, 2016      0.0 (0) The fiduciary firestorm is almost upon us, but good CRM can help you survive.      

Read more ...

RoboAdvisors Can Be Beaten By Advisors With Live Chat

http://advisors4advisors.com/images/stories/article-images/r2d2-sparking.gif
by agluck     March 01, 2016      0.0 (0) At a conference four years ago, with about 150 advisors in the room, a co-panelist ridiculed me for being overly pessmitic after I had predicted that automated advice online would drive a shakeout in the financial advisor business.   Since then, fear-mongering over roboadvisors in the trade press has reached a fevered pitch. Not a day go

Quick! Grab Your Data!

http://advisors4advisors.com/images/stories/article-images/datagobag.png
by pdgca4a     December 28, 2015      0.0 (0) You can’t stop your broker-dealer from losing your business, but you can prevent your business from losing its data.   

Read more ...

There’s More To The Internet Than Just The Web

http://advisors4advisors.com/images/stories/Upload_docs/moreinternet.jpg
by pdgca4a     November 24, 2015      0.0 (0) It’s hard to deny that the Advisors Assistant team is a bit maverick. Maybe it’s our unusual tenure - 30 years in an industry where many players have less than half our experience. Maybe it’s our location - Pismo Beach is better known for surfing than FinTech. Maybe it’s being family owned and operated in a business

Read more ...

John Norwood Recognized For Achievement In RIA Technology

http://advisors4advisors.com/images/stories/article-images/johnnorwood-and-charle-schwab.png
by agluck     April 04, 2015      0.0 (0) John Norwood, who drove technology systems at Schwab Advisor Services from 1995 to 2008, is inventing important RIA technology systems again, earning him A4A’s first-ever Lifetime Achievement In RIA Technology Award.  Norwood deserves recognition.   Norwood has been a central figure in the development of independent advisor portf