Advisor Applications

How We Can Help You Survive The Fiduciary Firestorm

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The fiduciary firestorm is almost upon us, but good CRM can help you survive.      

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RoboAdvisors Can Be Beaten By Advisors With Live Chat

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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 goes by now without some scary headline in the trade publications about a roboadvisor invading advisor turf.  Moreover, Betterment, Wealthfront, all of the major RIA custodians and many others, have launched extensive TV  ad campaigns saying ad

Quick! Grab Your Data!

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You can’t stop your broker-dealer from losing your business, but you can prevent your business from losing its data.   

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There’s More To The Internet Than Just The Web

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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 filled with venture capital and executives constantly leaping from one firm to another. Whatever it is, we just think different.  

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John Norwood Recognized For Achievement In RIA Technology

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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 portfolio management and reporting technology since 1986. And Norwood’s latest work — integrating Global Investment Performance Standards (GIPS) with PortfolioCenter, Advent and other widely-used portfolio management software applications &mdash