Technology - FA Magazine

Technology

Fidelity Reaches Milestone With WealthCentral

Tuesday, 31 August 2010
Fidelity Investments says more than 600 advisory firms now use its technology platform for RIAs and that number should more than double in a year.

Adhesion Enhances Platform, Adds iPad Support

Tuesday, 24 August 2010
Adhesion Wealth Advisor Solutions recently announced revisions to its WealthADV technology platform that provide more ways for financial advisors to communicate with clients.

More stories below

Click Here

Click Here

Advisor Emporium

August 2010 issue
Advisor Emporium

Star Appeal

By Joel P. Bruckenstein, August 2010 issue
In a few short years, Morningstar has improved its advisor platform so much that it truly has become an “office.”

The Art Of Collaboration

By David Lawrence, August 2010 issue
Three leading advisory firms describe how they use teamwork in their practices.

Financial Advisors Spending More Time Online

Thursday, 22 July 2010
Financial advisors spend more than 23 hours per week online at industry, social and asset manager Web sites, according to a new report.

Best Of Both Worlds?

By Joel P. Bruckenstein, June 2010 issue
NaviPlan Select combines the capabilities of EISI’s two popular software offerings.

Every Project Needs A Plan

By David Lawrence, June 2010 issue
Doing a project well means that you must map out the steps, or risk being derailed.

A New Era

By Andrew Gluck, June 2010 issue
With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.

Fiserv Buys AdviceAmerica

Tuesday, 08 June 2010
Technology provider Fiserv Inc. announced it bought AdviceAmerica in a deal it said should boost its offerings across various channels.

Catching Up

By Joel P. Bruckenstein, June 2010 issue
The maker of Finance Logix, a financial planning application, has been consistently improving it.

Solos Holding Their Own

By David Lawrence, June 2010 issue
One-person advisory firms can stand out when they outsource and use technology effectively.

Schwab Unveils New Initiative For Financial Advisors

Monday, 10 May 2010
Charles Schwab Advisor Services today announced Project C, a broad initiative designed to help advisors increase the scale and efficiency of their practices.

HighTower Debuts iPad And iPhone Apps

Wednesday, 05 May 2010
HighTower Securities Inc. recently announced the beta launch of its HOST (HighTower Open Source Technology) iPhone and iPad application for advisors.

Getting Risk Right

By Joel P. Bruckenstein, May 2010 issue
More retirement planning programs now consider “fat tails.”

Advisor Emporium

May 2010 issue
Advisor Emporium

It’s Not All About The Technology

Thursday, 08 April 2010
Efficient technology implementation requires an examination of people and processes, in addition to products.

Financial Advisors Upgrade Tech To Focus On Clients

Wednesday, 07 April 2010
Technology has been blamed for reducing human interaction--why call when you can text? But financial advisers say it helps them keep in closer touch with clients.

Frontline News

April 2010 issue
Frontline News

Morningstar Launches Major Upgrade Of Advisor Workstation

Monday, 29 March 2010
Morningstar launched a complete upgrade today of a research and investment software platform used by about one in four advisors in the United States.


«StartPrev1234567Next End»
Page 1 of 7

Blogs

Evan Simonoff's
FA Blog

Dorothy's blog Dorothy
Hinchcliff's
FA green Blog

Cha rlie Stroller’s
Smart Spender
Blog

Online Extras

Don't Short Shorts

Here's how men can give shorts a polished look so that they work for business or dinner attire during the summer.

Social Security Benefit Considerations

Most people are confused about the many variables and calculations that affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.

The Psychology Of Retirement Planning

Decoding your clients’ financial behavior can be challenging. Here's some advice.

More Online Extras
Click here for all the Online Extras Articles