JANUARY 25, 2019

ADVISOR CHANNELS

Government Shutdown Delays the Move to Independence for Some Advisors

Diana Britton

The government reopening is just a temporary reprieve, and advisors looking to go independent may want to consider other options beyond SEC registration, in case another shutdown occurs.

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TECHNOLOGY

Envestnet's New Acquisition To Power 'Conversational AI'

Samuel Steinberger

Yodlee's new tech, provided by Abe AI, is setting the stage for a groundbreaking type of advisor-client interaction.

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Sponsored by BNY Mellon's Pershing

Are you ready to RIA?

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PROSPECTING

The No. 1 Script for Social Prospecting

Stephen Boswell and Kevin Nichols

Three steps to help advisors handle social conversations with prospects.

FULL ARTICLE

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