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Wall Street & Technology October 17, 2007 Penny Crosman	Schwab, Investment Managers Prepare for Retirement Boom Some of the 78 million baby boomers are about to retire -- how will financial advisers cope with the deluge?
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Wall Street & Technology January 5, 2004 Ivy Schmerken	A Conversation with Legg Mason's Mike Abbaei Marching into 2004, Mike Abbaei, executive vice president and chief information and operations officer at Legg Mason Wood Walker, is tackling a full plate of IT initiatives.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Wall Street & Technology August 27, 2004 Fran Denmark	United, We Stand A consolidated view of clients' holdings may be the Holy Grail of investment management, but is Wall Street ready?
Financial Planning February 1, 2005 Len Reinhart	Multiple Choice No single product will meet all the needs of aging boomers. Advisers must develop strategies combining multiple products into retirement portfolios.
Financial Planning June 1, 2006 Elizabeth O'Brien	Dueling Platforms As the major custodians enhance their technology offerings for registered investment advisers, they're all seeking a competitive edge.
Wall Street & Technology April 27, 2009 Penny Crosman	Extreme Makeover: Broker Workstation Edition A quest for increased adviser productivity and a forthcoming cost-basis reporting law are driving wealth management technology integrations and upgrades at Canada's largest brokerage, RBC Dominion Securities, and U.S. advisory firm Silver Bridge as well as others.
Financial Planning March 1, 2006 Myra Rothfeld	The Technology Lever Small shifts in the ways you use office technology can make big changes in your financial planning practice.
Financial Planning December 1, 2005 Joel P. Bruckenstein	The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio...
Wall Street & Technology February 4, 2005 Maria Santos	Alternative Investment Tools As hedge funds gain wider acceptance in the wealth-management space, investment advisers struggle to determine how they fit into their clients' portfolios.
Financial Planning January 1, 2005 Paramjit Mahli	Adviser Pulse Regulations take their toll on financial advisers.
InternetNews December 19, 2005 Clint Boulton	Microsoft Invests in Financial Planners Microsoft unveils the Advisor Platform to make it easier for financial advisers to access customers' information.
Financial Planning February 1, 2006 Marshall Eckblad	The Cost of Inefficiency As demand for competent wealth management grows, the need for efficient and successful business operations is greater than ever for advisory firms.
Financial Planning May 1, 2006 Joel Bruckenstein	Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Planning September 1, 2005 Bryce Sanders	The Disgruntled Client How financial planners can know if they're about to lose a valued client relationship -- and what to do about it.
Wall Street & Technology January 5, 2005 Maria Santos	The Alternative Fix As financial-services firms face an increasingly competitive market, more and more institutions are offering non-traditional investments like hedge funds, commodities and futures to satisfy the wishes of their investment-savvy clients.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Wall Street & Technology April 14, 2008 Melanie Rodier	Advisers Turn to Asset Managers for Advice During Economic Slump Nearly all financial advisers say the ability of a fund company wholesaler to deliver an informed opinion impacts their transaction decisions.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
Financial Planning February 1, 2005 Abigail La Croix	5 Questions Joseph Spada of Family Wealth Institute offers retreats for the wealthy, a service that tries to balance financial success with other parts of life.
Bank Technology News February 2002 Karen Epper Hoffman	Planning for New Opportunities With a healthy boost from software and online delivery, financial planning services quickly may become the most hotly contested battleground for banks, brokerages and other companies to vie for consumers...
Financial Planning August 1, 2005 Len Reinhart	Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management.
Financial Planning May 1, 2006 Barr & May	Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game?
Financial Planning April 1, 2005 Kristen French	The Referral Challenge TD Waterhouse is betting that a referral program modeled on Schwab's highly successful system will help it hold on to high-net-worth clients.
Wall Street & Technology July 1, 2005 Maria Santos	LightPort Streamlines Reporting LightPort is speeding up the reporting process for financial advisers with the release of Portfolio Express, which automatically collates individual pages of reports and statements into a single PDF file for each client.
Financial Planning January 1, 2006 John J. Bowen	Just Ask! Capturing more of your clients' assets is one of the most effective ways to grow your financial planning practice. Here's how to do it.
Wall Street & Technology February 27, 2005	Support Needed Financial institutions that want to boost their retail investment businesses need to provide better support to their reps and advisers, according to a recent study by Financial Insights.
Commercial Investment Real Estate Jul/Aug 2008 John L. McKeel	Wealth Management Learn strategies for advising high net worth investors.
Financial Planning April 1, 2006 Len Reinhart	The Equity Puzzle Stocks are a critical component of lifetime investment plans, but clients need more than cookie-cutter allocations and market-mirror index funds.
Wall Street & Technology October 26, 2005 Anthony Guerra	A Slice of the Boomer Pie Financial firms are upping wealth management spending and examining enterprisewide solutions in hopes of luring mass-affluent clients.
Financial Planning November 1, 2005 John Bowen	Small Steps, Big Results Financial advisers don't have to make sweeping changes in their businesses to alleviate some of their most pressing concerns, like: finding new wealthy clients... fighting for clients... growing assets... etc.
Wall Street & Technology March 26, 2004 Jessica Pallay	If You Build It, Will They Come? As wealth managers battle for assets, CIOs are increasingly turning to outside vendors to build best-of-breed technology solutions.
Wall Street & Technology April 27, 2004 Jim Middlemiss	More than Managing Names and Numbers Successful CRM requires more than information. It requires tools to use that information effectively and add value to the customer relationship. Here is a look at what some financial services firms are doing.
Financial Planning August 1, 2005 John J. Bowen	Support Network Investment wholesalers may have disappointed financial planners in the past, but with the right approach you can find the ones who will go the extra mile.
Financial Planning January 1, 2006 Randy Bullard	The Next New Thing First there were Separately Managed Accounts, now Unified Managed Accounts. Could the next step be Household Managed Accounts?
Wall Street & Technology June 4, 2004 Jessica Pallay	Masters of the Universe Unified managed accounts are helping financial advisers maintain control of their customers' assets.
Bank Systems & Technology May 6, 2004 Peggy Bresnick Kendler	Wealth Management Affluent investors typically overlook banks as a source for personal financial advice.
Financial Planning July 1, 2005 Kathy Gevlin	Adviser Pulse Although the market is driving the investment industry toward a more holistic wealth-management approach, the transition itself needs to be carefully managed.
Financial Advisor January 2004 Jeffrey A. Hollowniczky	Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.
Wall Street & Technology January 18, 2008 Cory Levine	Data Consolidation Can Help Financial Advisers Gain Client Trust With wealthy individuals employing the services of multiple financial advisers, becoming the most trusted adviser now requires a comprehensive picture of the client.
Financial Planning May 1, 2005 Juliette Fairley	Building a Better Platform ING advances the ball on integrated systems to help advisers and supervisors.
Wall Street & Technology November 29, 2004 Maria Santos	Innovative Technologies & Services IBM Boosts Storage Flexibility... Schwab Targets Advisers... Obian Taps COSO Framework... etc.
Wall Street & Technology February 12, 2004 Ivy Schmerken	There's No Place Like Home Investors want to participate in decision making with their financial advisers. Collaborative tools could be the next hot trend.
Wall Street & Technology August 15, 2007 Melanie Rodier	Albridge Releases Updated Wealth Management Solution Albridge Solutions expanded its Wealth Reporting portfolio accounting and performance reporting solution, which enables financial institutions and advisers to deliver a single view of all of their clients' assets.
Financial Planning October 1, 2005 John J. Bowen	Up Close and Personal "Know your client" isn't just industry jargon. Research shows that client-centered financial advisers get more business.
Registered Rep. July 24, 2007 John Churchill	SEC to RIAs: Welcome In keeping with regulators trying to be more proactive and less reactive, the SEC is cozying up to newly registered investment advisers.
Financial Planning February 1, 2006 John J. Bowen	One of a Kind As investment advice becomes a commodity, it's getting harder for financial planners to differentiate themselves. Here's how to do it.