by Joel Bruckenstein
Charles Schwab Advisor Services today announced Project C, a broad
initiative designed to help advisors increase the scale and efficiency
of their practices.
by Joel Bruckenstein
HighTower Securities Inc. recently announced the beta launch of its HOST
(HighTower Open Source Technology) iPhone and iPad application for
advisors.
by Joel P. Bruckenstein
More retirement planning programs now consider "fat tails."
Efficient technology implementation requires an examination of people and processes, in addition to products.
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.
by
Dorothy Hinchcliff
Morningstar launched a complete upgrade today of a research and
investment software platform used by about one in four advisors in the
United States.
by David Lawrence
Reducing expenses can help advisory firms return to profitability.
by Joel P. Bruckenstein
Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
by Eric Clarke
Few financial advisors go into business because they love spending time
thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions...
by Andrew Gluck
Could social network investing threaten your advisory business?
by Joel P. Bruckenstein
The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.
by David Lawrence
Advisors today have many choices when it comes to document management software.
by
Jeff Schlegel
Advisors who take the right approach to buying the latest software will enhance their practices and reduced problems, said consultants at the Technology Tools for Today conference.
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.
by
Ray Fazzi
The Financial Planning Association has released its first comprehensive
report on the various client relationship manager software products
available to advisors.
by
Jeff Schlegel
Emerging Information Systems, Inc. (EISI) announced the official launch
of Profiles Professional 9.2 and Profiles Forecaster 4.2.
by David Lawrence
Advisors may find this time-management strategy to be more effective than others.
