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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 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.
Information Today January 4, 2010	Nitro PDF Express v2.0 Launched Nitro PDF Software announced the release of version 2.0 of Nitro PDF Express, a solution for comprehensive PDF creation and conversion.
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 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?
Macworld July 2003 Andrew Shalat	Portfolio 6.1 Upgrade to OS X-native digital-asset manager speeds workflow.
The Motley Fool September 28, 2004	How to Think About Diversification There's no absolute best number of stocks to own. Too few and you've taken on too much risk. Too many and you've diluted the power of your holdings more than you had to.
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...
CIO January 29, 2015 Martha Heller	CEO Says IT Fuels Investment Advice For Mark Casady, CEO of LPL Financial, IT is essential to adviser efficiency and the best customer experience
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.
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.
CIO May 1, 2003 Richard Pastore	The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it.
AskMen.com April 14, 2002 Rashmikant Patel	Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs...
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 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 August 1, 2006 Marion Asnes	4 Questions After publishing his best-selling book The Number: A Completely Different Way to Think About the Rest of Your Life, Lee Eisenberg found that his voice had become one financial advisers wanted to hear -- despite the fact that he criticizes some practices of the profession.
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.
Wall Street & Technology March 19, 2008 Penny Crosman	Raymond James Creates Complete View of Customer Data By linking together customer accounts of all kinds, firm gives brokers and customers a full view of customer relationships.
Financial Advisor December 2005 David L. Lawrence	Updating Your Update Reports Having systems and procedures in place to produce an update report that looks professional, is accurate and efficiently produced, and meets the needs of your financial advisory clients, without placing an undo burden on your staff or you, is worth considering.
InternetNews May 12, 2004 Dan Muse	IBM Widens the Express Lane Big Blue followed a slew of recent Express Portfolio announcements by rolling out new ThinkPad, printing and training products and services aimed at small and mid-size businesses.
Financial Planning December 1, 2005 Michael Provine	A Healthy Harvest Selling losing positions to offset capital gains and ordinary income is the single most effective way to reduce the tax liability in a client's portfolio.
CIO July 1, 2005 Susannah Patton	Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services.
Wall Street & Technology May 25, 2005 Maria Santos	Innovative Technologies & Services Monte Carlo Hits Top Speed... Customized Reporting Made Easy... Teaming Up for Data Auditing...
Financial Planning September 1, 2005 Michael B. Horwitz	Head Games It shouldn't take a psychologist to decipher the underlying feelings in an individual's presenting problem. However, the helper (a.k.a. competent financial adviser) needs to be reasonably sensitive to identify and relate to the concerns and fears that clients express just below the surface.
Financial Planning July 1, 2005 Marie Swift	Lively up Your Web Site For financial planners, a great online presence requires more than adding your picture to a turnkey template. Most visitors want to know who you are and how you can help them. Give them what they want, right up front.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
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.
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.
PC Magazine August 17, 2007 Edward Mendelson	BullZip PDF Printer There's not a lot of fat in BullZip's free PDF Printer, but if you need an easy-to-use, no frills PDF tool, this is it.
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?
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 June 19, 2008 Cory Levine	Older Advisers Just as Likely to Tap the Web as a Business Tool A new report dispels the myth that older advisers spend less time using the Web as a business tool than their younger colleagues.
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.
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.
AskMen.com September 30, 2001 Rashmikant Patel	Beating A Market Crash Forget about specific stock analyses and trying to figure out when's a good time to get in or out of the markets. Instead, stick to the factors that you can control, because they are more likely to help you out in the long run than any uncontrollable factors like stock prices...
Financial Planning January 1, 2005 Paramjit Mahli	Adviser Pulse Regulations take their toll on financial advisers.
InternetNews October 3, 2005 Jim Wagner	PDFs Native to The New Office Microsoft's upcoming Office suite will include support for the format. Will Adobe feel the pressure?
CIO May 1, 2003 Lorraine Cosgrove Ware	Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars.
Financial Planning August 1, 2006 Elizabeth O'Brien	Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager.
Financial Planning March 1, 2006 Solow & Kitces	Test Your Tactical IQ One of the most basic decisions a planner must make is whether to follow a passive or active approach to managing client portfolios. Take this quiz to see if you're ready to become a more active asset allocator.
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.
Financial Planning August 1, 2006 Joel Bruckenstein	An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market.
Financial Planning September 1, 2005 Kathy Gevlin	Adviser Pulse New adviser survey: Optimism abounds.
PC Magazine August 17, 2007 Edward Mendelson	Adobe Acrobat 8 Standard PDF standard creator Adobe still rules the flourishing PDF roost, thanks to Acrobat 8 Standard.
The Motley Fool August 18, 2005 Alyce Lomax	No Express Lane at Limited The Express chain has still got Limited down. Until Limited can show marked improvement at Express, it seems would-be investors have reason to be leery.
The Motley Fool April 20, 2007 Emil Lee	American Express Excels As peers stumble, this credit card company shines. Investors, take note.
Financial Planning March 1, 2005 Andrew Miller	You've Got Mail A new compliance rule involving financial advisers and broker-dealers raises a host of questions about recordkeeping and e-mail retention.
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.
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 Advisor July 2009 Joel P. Bruckenstein	Formatting Fallacies For advisory businesses, choosing between TIFFs or PDFs for business records means understanding their pros and cons.