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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?
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 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.
Investment Advisor July 2009 Moseley & Spencer	Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology.
Financial Advisor November 2004 Joel P. Bruckenstein	Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services...
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.
Investment Advisor September 2010 Dan Skiles	The Technology Coach: Quarter-End Performance Reporting Tips The overall success and efficiency of your advisory firm's quarter-end process always begins with the quality of your account data.
Financial Planning August 1, 2005 Bert Whitehead	AUM Under Fire The financial adviser's quandary: how to construct an ethical fee arrangement. Until recently, charging clients a percentage of assets under management (AUM) was considered a legitimate fee-only option. But today this approach is having its moment of scrutiny.
Financial Planning February 1, 2006 Donald Jay Korn	Custody Battle Although three custodians now get most of the RIA business, increased competition may lead to more choices -- and more services -- for financial planners.
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 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 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.
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.
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 April 1, 2005 Pat Olsen	2010: The Technology You'll Use Financial planners will have a future of aggregated accounts, wireless communications, and instant messaging with clients.
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 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.
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?
Financial Planning July 1, 2006 Bob Veres	Changing Charges Now that the commissions vs. fees debate is fading from the financial planning profession, a new compensation discussion is on the table.
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.
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 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 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.
Managed Care April 2007	Consumers Upset By High Cost of Administration When it comes to health care administrations, there is a wide gap between what executives of hospitals and insurance companies believe it costs and what consumers believe.
Financial Advisor October 2006 Joel Bruckenstein	A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more.
Investment Advisor September 2008 Kara P. Stapleton	Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms.
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?
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 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 April 1, 2005 Donald Jay Korn	2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.
Financial Planning October 1, 2005 Lisa Roth	When the SEC Comes Calling Advisers need to prepare for an SEC regulatory inspection this month. Here's why -- and how.
Investment Advisor November 2005 Eric Clarke	Posing the Proper PMS Questions Portfolio management systems are a critical business operations component. But how do you know if your current system is the best fit for your financial advisory practice? You'd better ask these questions.
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.
Financial Planning July 1, 2005 Tom Philpott	Move Over, Advent Think killing off Techfi spelled the end of competition in the adviser-software market? Think again.
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 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 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 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 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.
Global Services September 12, 2008 Philip Fersht	The Parameters of Evaluating Sourcing Advisory Firms Third-party advisers assistance might be one of the reasons behind the increased level of satisfaction between you and your outsourcing partners. Here's what you should look for before engaging in a pact with these intermediaries.
Financial Advisor June 2012 Joel P. Bruckenstein	Billing Made Easier Arcons Technology's billPort offers many pluses and a few minuses.
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.
BusinessWeek August 30, 2004 Amy Borrus	Brokers Aren't Advisers The line between brokers and advisers was clear for decades. But in 1999, the Securities & Exchange Commission blurred that line. Now, to protect investors, the SEC must redraw a clear line.
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.
Financial Planning June 1, 2006	FP50: On the Cutting Edge Four broker-dealers have found success by creating their own unique business models.
Financial Planning January 1, 2006 Michael B. Horwitz	Tell Them More Potential financial planning clients are asking questions, but are they the right ones? If prospects wanted to go beyond the standard questions and our stock replies, what would they ask to get a real inside look at our businesses? Here are some possible questions.
Financial Planning May 1, 2005 Katherine Vessenes	Your Personal COO A good client service manager can help you grow your financial advisory business.
Investment Advisor July 2007	Birth of a Profession Does history repeat itself? A recounting of the RIA profession's origins by Schwab provides some contemporary food for thought.
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.