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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.
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.
Wall Street & Technology March 19, 2007	Aite Recommends Improving Advisor Productivity in Wealth Management Market Aite Group recently released its evaluation of wealth management platforms and noted the importance of improving adviser productivity in an industry experiencing consolidation.
Wall Street & Technology January 5, 2007 Tim Clark	Rounding Out Wealth As unified manged accounts go mainstream, new technologies are emerging to support the next wave of wealth management.
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.
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 March 22, 2005 Maria Santos	Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers.
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 Myra Rothfeld	The Technology Lever Small shifts in the ways you use office technology can make big changes in your financial planning practice.
Wall Street & Technology February 23, 2009 Mark Halverson	Retail Financial Services Firms Must Adapt to Changing Landscape With investors' trust shaken, firms need new approaches to working with wealth management clients.
Investment Advisor November 2007 Lauren Barack	Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands.
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 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.
Wall Street & Technology October 28, 2008 Melanie Rodier	UMAs Continue to Grow in Turbulent Financial Markets Amid the worst market turmoil in a generation, high-net-worth investors are increasingly entrusting their long-term wealth to unified management accounts. Fueled by the accounts' asset diversity and rebalancing agility.
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 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.
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.
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.
Bank Systems & Technology December 23, 2007 Peggy Bresnick Kendler	Banks Eye Wealth Management Market As baby boomers transition into retirement, the market for wealth management services is more promising than ever.
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 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.
Wall Street & Technology January 24, 2006 Cory Levine	Retirement Boom Retiring investors will be removing assets from retirement planning investments and rededicating them to other objectives. As they do, retirees will take their funds to whomever offers the management program most attuned to their needs.
Financial Planning October 1, 2005 Len Reinhart	Five for the Future Because of the enormous changes in the size and longevity of the retirement population, we will need a new paradigm if we are to serve our clients well. Financial advisers who address these needs will be the ones who survive and thrive.
BusinessWeek February 5, 2007 Anne Tergesen	Running Your Retirement Numbers News services take a detailed look at what you've socked away for retirement.
Wall Street & Technology October 25, 2004 Larry Tabb	Wealth Management: Can a Leopard Change Its Spots? Charles Schwab is in the news again. This time, the news isn't good. Pottruck is out, Charles is back. Wealth management is out, and self-service is back. What went wrong? Was it a failed strategy? A failed implementation? Or both?
Wall Street & Technology May 28, 2008 Cory Levine	Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.
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.
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 Advisor April 2005 Tracey Longo	How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now.
Bank Systems & Technology March 30, 2007 Nancy Feig	Mass Affluent Customers Seek Wealth Management Services Consumers with enough money for diversified investment products but not quite enough to warrant the attention of private bankers represent a new market and new opportunity for retail banks.
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 Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Financial Planning May 1, 2006 Chris Blunt	Happy Endings? The new retirement story seems fraught with peril. Here's how financial planners can reassure clients -- and bring more of their assets under management.
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 Advisor September 2009 Andrew Gluck	Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency.
Financial Planning December 1, 2005 Len Reinhart	Making Changes To implement a living investment plan for retiring clients, you'll need to broaden your focus and rethink your technology.
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.
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.
Financial Planning June 1, 2005 Len Reinhart	Later-Life Planning As clients live longer, they will have different needs at different stages of their retirement.
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.
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.
Bank Technology News September 2006 John Adams	Retirement Planning: When Social Security, Pensions Retire... Social Security is waning, and employers are getting out of the pension game. That leaves an open retirement market for brokerages, particularly the Web-savvy.
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.
Wall Street & Technology May 31, 2007 Melanie Rodier	Questar Asset Management Releases New Investor Advisor Platform The registered investment advisor released its new Wealth Designs platform through FundQuest, a provider of turnkey asset management solutions.
Investment Advisor December 2007 Kara P. Stapleton	Tech-Savvy Advisors A new report finds that the best-managed financial advisory firms have clear and long-term strategies for their technology investments.
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.
Wall Street & Technology November 18, 2005	Impact's Retirement Road Map Impact Technologies Group launched its Retirement Road Map sales system, which assists financial advisers in retirement planning for baby boomers.
Wall Street & Technology January 24, 2007 Anthony Guerra	Wealth Managers Turn to Unified Managed Accounts to Better Serve Wealthy Clients The goal of the cross-product, cross-institution and cross-individual accounts is superior portfolio management, including tax optimization and risk mitigation.
BusinessWeek September 26, 2005 Adrienne Carter	Life Without AmEx Ameriprise, the financial-planning unit American Express is cutting loose, faces a crowded field in targeting baby boomers.