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Registered Rep.
September 30, 2009
David A. Geracioti |
Do Retail Financial Advisors Have an "Unhealthy Focus?" The Financial Times suggests the way financial products and services are sold need to be completely overhauled.   |
Financial Advisor
March 2011
Andrew Gluck |
2011 Tech Trends Advisors should notice these six developments over the coming year. |
Financial Advisor
November 2012
Andrew Gluck |
Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble. |
Registered Rep.
December 8, 2011
Jerry Gleeson |
Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features. |
Financial Planning
October 1, 2012
Joel Bruckenstein |
Forms in the Cloud: Laser App Software Fills in Form Filling Technology Nicely The firm's software does just one thing, but it does it extremely well: It helps financial service professionals fill out forms and process them. Now it has introduced Laser App Anywhere, its next-generation product. |
Financial Planning
March 1, 2011
Joel P. Bruckenstein |
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. |
Investment Advisor
February 2010
Lewis Schiff |
The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques. |
Financial Advisor
January 2011
Andrew Gluck |
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. |
Financial Planning
December 1, 2012
Joel Bruckenstein |
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. |
Financial Planning
January 1, 2013
Bill Winterberg |
Asset Management: 8 Great iPad Apps New tools help advisors research investments and follow economic news. Here are a few top picks. |
Financial Advisor
November 2011
Joel P. Bruckenstein |
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. |
Investment Advisor
January 1, 2011
Marlene Y. Satter |
There's An App For That Insurance companies are using smart phones to work with customers. |
Financial Advisor
May 2012
David Lawrence |
Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why? |
Financial Planning
August 1, 2007
John J. Bowen |
The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers. |
Financial Planning
June 1, 2009
Joel P. Bruckenstein |
Smartphone Smarts Smartphones will change the way advisors work, letting them enhance productivity and better serve clients. |
Investment Advisor
May 1, 2011
Dan Skiles |
Should You Use a Rebalancing System? If you frequently use model portfolios, a rebalancing system may make your firm more efficient |
Registered Rep.
March 2, 2015
Megan Leonhardt |
Rep as Portfolio Manager Wirehouse and national firms are the most likely to offer advisor-directed platforms, followed by the bank and independent broker/dealer channels. |
Financial Planning
June 1, 2008
Stacy Schultz |
More Than Equal A study of the role of the female financial advisor. The research compares female to male advisors and looks at the varying performance levels of women advisors. |
Registered Rep.
April 22, 2014
Lauren Barack |
The Pared-Down Advisor Advisors are simplifying how they run their business -- and lowering costs -- using stripped down versions of costly applications, mobile devices, apps and the cloud. |
Registered Rep.
February 22, 2011
Lauren Barack |
Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity. |
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
March 1, 2011
Donna Mitchell |
Hot Topics M&A activity peaked in 2010... Advisors in touch... Untapped business serving retiring boomers... |
On Wall Street
September 1, 2010
Aarti N. Maharaj |
Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness. |
Financial Planning
December 1, 2007
Kevin Barr |
Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor. |
Financial Advisor
October 2005
Chris Radford |
Practice Management: What The Survey Doesn't Say Because there are no surefire business plans for success, it takes a unique combination for each financial advisor to find the "x-factor" -- that intangible number in every business opportunity that equals ultimate success. |
Investment Advisor
February 2009
Kara P. Stapleton |
Stressed Out? It's no news that advisors are overwhelmed, considering the behavior of the markets and the state of the economy. |
Financial Planning
December 1, 2010
Joel Bruckenstein |
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. |
Commercial Investment Real Estate
Jan/Feb 2014
Todd A. Kuhlmann |
The Mobile Crossover Mobile applications have changed the way commercial real estate practitioners do business. They have allowed us to become much more efficient in our analysis, research, marketing, and presentations. |
CRM
November 16, 2012
Mayur Anadkat |
Mobile Application Success Strategies A pretty app is nice, but the key is giving customers a reason to come back. Brands should be creating apps with the intention that they will continually evolve and provide functional use to consumers. |
Registered Rep.
September 3, 2009
Mindy Diamond |
Talking To Clients About Breaking Away Here are some starting points for advisors to begin a conversation with clients about deciding to establish themselves as an RIA or joining an existing one. |
Registered Rep.
May 12, 2011
Matt Oechsli |
7 Key Attributes of Top Assistants The increasing importance that the advisor-assistant relationship plays in the loyalty of today's affluent client prompted the Oechsli Institute to conduct a study on advisors and assistants. Here are the findings. |
Financial Planning
December 1, 2011
Joel Bruckenstein |
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. |
Financial Advisor
August 2010
Raymond Fazzi |
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
Registered Rep.
January 22, 2015
Ryan W. Neal |
Advisor Industry Shrinks While Assets Continue to Grow A recent report by Cerulli Associates found that the industry shrank 1.9 percent to 287,119 advisors in 2013. Asset levels, however, are on the rise. |
Investment Advisor
January 1, 2011
Bob Clark |
Better Advising Through Technology Orion Advisor Services reveals the future of practice management information. |
Registered Rep.
February 21, 2012
Timothy D. Welsh |
Letter From Dallas: Day Two at t3 Conference -- Going Mobile 75 software vendors jockey for position to gain mindshare of the 400 -- 500 advisors looking to purchase the latest tools and innovation to make their businesses more efficient and scale with their growth. |
Search Engine Watch
June 12, 2009
Michael Boland |
The Future of the Mobile Web: To App or Not to App? Improved capabilities of the Safari mobile browser in the latest iPhone have lots of implications for mobile local search. |
Financial Advisor
December 2011
Eric Rasmussen |
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. |
Financial Advisor
October 2007
David J. Drucker |
Triumphant Technology For some advisors, nothing brings success like finding the right technology. Killer App No. 1: The Paperless Office... Killer App No. 2: iRebal... etc. |
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 Advisor
November 2012
Joni Youngwirth |
From Solo To Silo, From Ensemble To Enterprise Firms evolve for many reasons. What kind of firm is yours? |
Financial Planning
March 1, 2012
Joel Bruckenstein |
Tech Tools: App Innovation SunGard WealthStation Mobile Meeting is a solid example of what an app for advisors can deliver. |
PC Magazine
July 14, 2010 |
The Top 100 Free Apps for Your Phone 2010 Supercharge your iPhone, Android, BlackBerry or other smartphone with the 100 best free apps. |
Financial Advisor
May 2009
Joel P. Bruckenstein |
CRM Upgrades ClientView CRM Software Inc. has managed to retain what was good in the previous version of its ClientView software, while adding functionality. |
Financial Planning
January 5, 2008
John J. Bowen Jr. |
Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community. |
CIO
August 25, 2008
Lisa Hoover |
New iPhone Business Apps: Designing for Usefulness Two months after the launch of Apple's App Store few companies have created business-class apps. Find out what it takes to create iPhone software that takes advantage of the environment. |
Investment Advisor
October 2010
Angela Herbers |
Show Yourself the Money Advisors need to learn to pay themselves first |
Investment Advisor
April 2010
James J. Green |
Navigator For years, Dan Skiles has steered advisors through the tech rocks to business safe harbors. As IA's new technology coach, he'll be your guide to the future. |
Registered Rep.
January 28, 2013
John Kador |
Gallery: Ten Apps that Help Financial Advisors Deliver the Goods Whatever your requirements -- managing accounts, reviewing portfolios, communicating with clients, plotting travel -- there are usually dozens of competing apps from which to choose. |
