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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.
Financial Planning March 1, 2005 Katherine Vessenes	Million-Dollar Method Ready for the big time? This quiz will show how you match up with your financial advisory peers.
Wall Street & Technology April 22, 2005	Capital Markets: Top 10 Strategic Initiatives for 2005 Ten strategic initiatives that will drive technology spending in the capital markets in 2005.
Wall Street & Technology April 21, 2004	Conflicting Priorities Though it is well known that technology projects should be driven by business priorities, a new study by Financial Insights finds that investment-management firms are having a tough time with this concept.
Financial Planning December 1, 2005 Peter Cieszko	SMAs' Real Appeal You may think it's about management -- but a new survey shows that clients like the way SMAs get them close to their advisers.
Wall Street & Technology January 5, 2004 Jim Middlemiss	Bringing Risk Into the Mix Legg Mason is among a handful of firms revamping their wealth-management platforms to include risk management.
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.
CIO March 27, 2014	Continuous IT Innovation Shapes the Future of Financial Services Firm Under CIO Victor Fetter's leadership at LPL Financial, the IT group has moved from 'working on projects' to delivering solutions that shape the business and the marketplace.
Bank Systems & Technology March 27, 2009 Maria Bruno-Britz	Obama Seeking to Mend Bridges with Financial Services Industry Pres. Obama will meet with the chiefs of the nation's top financial institutions to hammer out a more collaborative approach to helping the sector recover.
AFP eWire November 5, 2007	Financial Advisers Need More Philanthropic Training Many financial advisers admit they are not comfortable with their knowledge of charitable giving, according to new research.
Wall Street & Technology November 18, 2005	The Data Integration Challenge Regardless of business size or industry, data integration can be a sizable barrier to success that requires an enterprisewide strategy to overcome, according to a report.
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 October 1, 2005 Kathy Gevlin	White Paper As workers delay retirement, advisers respond. The vast majority of financial advisers expect retirement income planning services to become a significant source of growth for their businesses over the next five years.
Investment Advisor April 2008	Retail Investors Aren't the Problem People always say it's the retail investor who panics, but today, it seems to be the institutions.
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.
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.
Chemistry World June 26, 2014 Patrick Walter	World's scientific advisers plan closer collaboration Scientific advisers, who provide their government with evidence that leaders can choose to use -- or ignore -- when making decisions, are becoming increasingly common across the world.
Financial Planning June 1, 2006 David A. Macchia	Watching Over You It's time for broker-dealers to supervise all sales of fixed insurance products by their reps.
Bank Systems & Technology July 12, 2010 Penny Crosman	Mobile Banking Usage Nearly Doubled in Past Year, IDC Says The good news: consumers and banks have made great progress in mobile banking adoption. The bad news: it's hard for banks to make money via mobile.
Information Today October 15, 2015	Kudos Signs New Publisher Partners and a New Institution Annual Reviews, the ACM (Association for Computing Machinery), and EDP Sciences are among the new publishers, with Robert Gordon University joining as the new institution.
Financial Planning June 1, 2005 David J. Drucker	Inner Knowledge As financial advisers, prosperity is based on building long-lasting relationships with our clients. But how can we forge these bonds if we aren't certain of the value we bring to the relationship?
Wall Street & Technology January 5, 2007	Pricey, But Worth It Financial institutions generally are satisfied with the data they receive from financial data feeds, according to a new global survey.
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 March 1, 2006 Marshall Eckblad	Adviser Pulse: Combating Clients' Fears A new survey shows 81% of polled financial advisers list "consumer fear" as a daily challenge.
Financial Planning September 1, 2005 Kathy Gevlin	Adviser Pulse New adviser survey: Optimism abounds.
Financial Planning March 1, 2006 Brent Hicks	Heed the Warnings Financial advisers may have to team up to survive-but there may be ways to stay independent.
Financial Planning July 1, 2006 Donald Jay Korn	What's in it for YOU Broker-dealers are ramping up their recruiting efforts and courting top planners. Here's what they're looking for -- and what they're putting on the table.
Financial Planning January 1, 2005 Paramjit Mahli	Adviser Pulse Regulations take their toll on financial advisers.
Financial Planning October 1, 2005 Jerry W. Miller	Talk to Her Make no mistake: It is critical to understand your financial advisory clients. Women are attuned to the demands of successful long-term investing and also much more disposed than men to heed professional advice.
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 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.
CRM January 1, 2006 Agarwal & Schumacher	Put More Feet on the Street To extract more value from existing sales machinery, B2B companies must address fundamental sales productivity inhibitors, focusing first on process, policy, and guideline improvements.
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.
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 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.
Insurance & Technology January 5, 2007 Anthony O'Donnell	Online Transformation A new Web site offers John Hancock Annuities clients and advisers portfolio administration Web tools and easier access to information.
Bank Systems & Technology July 19, 2010 Penny Crosman	Bank Execs Plan to Revise Long-Term Strategies Post Dodd-Frank, Survey Shows Two-thirds anticipate an increased focus on growth.
Wall Street & Technology April 14, 2008 Cory Levine	Gartner Offers Financial Institutions Tips to Broaden Client Relationships By helping customers better manage their finances with access to external data, financial institutions can broaden their customer relationships and meet some of their own short-term cost and revenue challenges.
Financial Planning June 1, 2005 Paramjit Mahli	Are Value-Added Programs Working? Financial planners need an array of tools at their disposal to increase and manage their businesses more effectively, and their financial service providers have been promising to help. But are they delivering?
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 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.
BusinessWeek September 11, 2006 Lauren Young	Taking Stock Of Your Adviser Many investors don't know how to evaluate the person in charge of their portfolios. These seven questions should help.
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...
Financial Planning April 1, 2005 Abigail La Croix	5 Questions A life insurance executive explains why no-load life insurance products matter.
Financial Planning May 1, 2006 Stephanie Bogan	The Career Ladder Financial advisers will reap significant benefits from planning early and decisively for how to hire and promote new staff members.
Wall Street & Technology May 29, 2008 Cory Levine	Optimizing the Web for Sales Fund companies should view the Web as a 24/7 wholesaler that can extend a broader reach to investment advisers than the distribution team of any single asset manager, says kasina.
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.
CRM December 2009 Jim Dickie	The Integration Advantage Unifying the sales process and the CRM system is essential.
Financial Planning November 1, 2005 Robert Hertzberg	Who's Tops in 401(k)s Fidelity Investments, Nationwide Financial and Principal Financial Group are the top product providers in defined contributions, according to a survey of advisers who administer 401(k) and other qualified plans for U.S. companies.