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Financial Advisor
November 2006
Joel Bruckenstein |
A New Vision The latest version of AdvisorVision, a Web-based financial planning platform from AdviceAmerica, is a big step forward.   |
Financial Planning
September 1, 2012
Joel Bruckenstein |
Fiserv Has Software to Help the Independent Advisor New software from Fiserv enables an independent advisor to create a detailed case to persuade a wary client. |
Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software. |
Financial Planning
February 1, 2007
Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. |
Financial Advisor
September 2010
David Lawrence |
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
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. |
Insurance & Technology
August 12, 2005
Anthony O'Donnell |
Good Advice AdviceAmerica has integrated its AdvisorVision Web-based planning application with Albridge Solutions' Wealth Reporting System. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
Financial Advisor
April 2004
Sydney LeBlanc |
What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be? |
Financial Advisor
June 2005
Joel P. Bruckenstein |
A Great Challenge Facing Advisors And Their Clients The greatest challenge that advisors face in the coming years is helping clients to make their money last a lifetime. Unfortunately, the profession and the software vendors that serve it have yet to offer clients the solutions that they deserve. |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
Financial Advisor
January 2009
Rebecca Pomering |
Turning Turbulence Into Growth Turmoil is creating big opportunities. |
Investment Advisor
September 2006
Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
Financial Planning
June 1, 2007
Deborah Doyle McWhinney |
Independents' Day As investment advisors become more popular and profitable, they must find new ways to keep ahead of the competition. |
Financial Advisor
April 2007
William Glasgall |
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. |
Registered Rep.
January 4, 2011
Lauren Barack |
Can You Avoid Black Swan Events with New Software? Thankfully, there are updates to financial planning software that offer some back-to-basic tools designed to help advisors illustrate portfolios more simply, allow investors to assist in their own planning, and even compare their goals against peers. |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
Financial Planning
December 1, 2005 |
Industry New Products Alternatives: Restricted Stock Partners has launched the Restricted Securities Trading Network... Insurance: ING has introduced the Secure family of three index annuities... Mutual Funds: John Hancock Funds has launched five Lifestyle Portfolios... etc. |
