A quarter of advisors say they’ve not had a single question from their clients about the precipitous market plunge, but 45% say 1% to 3% have expressed concern to them about it and 15% of advisors polled say 5% or more of their client base has expressed concern to them about the plunge.
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Shareholders Service Group, a custodian to newly-formed and small RIAs, has partnered with Advisor Products, providing SSG’s 1,500 RIAs with a source of advisor websites and client portals for external communications.
SSG’s high proportion of “emerging RIAs” and younger advisors, are a good fit for Advisors Products. While any advisor who wants to use the most modern tools and techniques could easily use our solutions, Advisor Products tools are well-suited to a tech-savvy advisors, who often are younger than the average advisor.
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AdvisorVault Client Portal's content widget is live! It enables advisors to stream financial planning content and their latest blog post alongside reports from seven portfolio performance systems, MoneyGuide Pro and Redtail CRM.
Advisors can personalize the content stream to each individual client. Retirees, pre-retirees, and business owners can see content focused on their personal financial issues. We aim to change investor behavior by providing education content supporting fiduciaries at crucial moments.
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Advisor videos we're offering are totally different from anything else in the industry. Look at the 35-second video below, which is one of the 15 new FINRA-reviewed videos made available recently.
Making a video is hard, time-consuming and can be expensive. I've seen advisors more than once who are smart, articulate, and animated get in front of a camera and freeze.
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A new batch of about 15 videos are available in the Advisor Video Library and this one addresses fears of another stock market bubble.
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Interactive Brokers LLC, which provides trade execution and clearing services to advisors, recently named Advisor Products to its list of preferred providers for advisors. Interactive is known for its low its prices on trading.
A widget displaying account data from TD Ameritrade Institutional’s VeoOne Platform is now available in the AdvisorVault Client Portal.
Instead of providing a link on your website where clients log into TD Ameritrade Institutional’s advisor-client website to see account values, clients log in to your website’s client dashboard. It’s a client portal designed expressly to help advisors collaborate with clients.
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If you optimize the location of client assets, you are different from the vast majority of advisors. Here's a way to explain that, literally, in your own voice.
The video illustrates complex ideas differentiating advisors who optimize portfolios for taxation. Posting this video in your own voice on YouTube and embedding it in a blog post on your website, or on a static marketing page on your website, concisely shows the value of your advice 24/7 in three minutes.
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Advisor Video Library gives you a library of timely videos that you narrate. You read a FINRA-reviewed script we’ve written and record your voice reading using your telephone with our simple online app. Your voiceover is inserted in an educational video.
Using proprietary technology, your voice personalizes videos, and it’s really easy to do.
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For the latest news on the stock market plunge from Fritz Meyer’s point of view and a reminder of what’s important to tell clients now, please join us today for this special session today at 530 E.T. Fritz Meyer will share his wisdom and experience having been through a few days like this before.