Technology - FA Magazine

Technology

Online Finance Tools Fall Short, Study Says

Wednesday, 03 February 2010
Popular online tools and software help people get a sense of their finances and how much they need to save, but they may not give a complete picture.

FPA Rates Advisor CRM Programs

Wednesday, 03 February 2010
The Financial Planning Association has released its first comprehensive report on the various client relationship manager software products available to advisors.

Advisor Emporium

February 2010 issue
Advisor Emporium

EISI Updates Profiles

Friday, 15 January 2010
Emerging Information Systems, Inc. (EISI) announced the official launch of Profiles Professional 9.2 and Profiles Forecaster 4.2.

Time To Adapt

By David Lawrence, January 2010 issue
Advisors may find this time-management strategy to be more effective than others.

Advisor Emporium

January 2010 issue
Advisor Emporium

Tech Conference Planned

Friday, 04 December 2009
Two well-known practice management and technology experts and Financial Advisor magazine will present the fifth annual T3: Technology Tools for Today conference in February.

Advisor Emporium

December 2009 issue

Apps Off The Beaten Path

By Andrew Gluck, December 2009 issue
Challengers to the established leaders offer some interesting options for advisors.

Scanning Through Windows

By Joel P. Bruckenstein, December 2009 issue
PaperPort Professional 12 has been redesigned from the bottom up to make it more user friendly.

WealthStation Revisited

By Joel P. Bruckenstein, November 2009 issue
SunGard’s platform offers more for broker-dealers than ever before, and what it offers independents continues to grow.

Morgan Stanley Plans Complete Shift To MoneyGuidePro

Friday, 30 October 2009
Morgan Stanley Smith Barney plans to move all of its reps to the MoneyGuidePro financial planning application, according to industry sources.

MoneyGuide Pro Unveils New Version Monday

Friday, 30 October 2009
A groundbreaking version of MoneyGuidePro will be released on Monday, November 2, that offers many new features to help advisors with their businesses.

Doing The Math

By Joel P. Bruckenstein, October 2009 issue
Technology tools can help make Roth conversions easier.

Advisors Don't Get Services They Want

Tuesday, 08 September 2009
Financial company executives continue to misread the types of practice management and technical support programs their advisors truly want, according to a new survey.

What Are The Odds?

By Joel P. Bruckenstein, September 2009 issue
A look at whether Monte Carlo simulations help or hinder the planning process.

Lessons Learned

By Jeff Schlegel, September 2009 issue
What the market upheaval has taught advisors.

Trimming The Sails

By Andrew Gluck, September 2009 issue
Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency.

Advisor Emporium

September 2009 issue

Positively Turning 54

By Andrew Gluck, August 2009 issue
Seven ideas to help you with day-to-day activities.


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When the IRS Comes Auditing

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Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.

Retirement: It's Back To Basics For Many

Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.

A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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