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.
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.
National Financial Offers FDIC Coverage
National Financial is launching a new program that enables retail broker-dealers to deposit cash from their customers' eligible...
by Joel P. Bruckenstein
PaperPort Professional 12 has been redesigned from the bottom up to make it more user friendly.
by Andrew Gluck
Challengers to the established leaders offer some interesting options for advisors.
by Joel P. Bruckenstein
SunGard's platform offers more for broker-dealers than ever before, and what it offers independents continues to grow.
by
Dorothy Hinchcliff
Morgan Stanley Smith Barney plans to move all of its reps to
the MoneyGuidePro financial planning application, according to industry sources.
by
Dorothy Hinchcliff
A groundbreaking version of MoneyGuidePro will be released on Monday,
November 2, that offers many new features to help advisors with their
businesses.
by Joel P. Bruckenstein
Technology tools can help make Roth conversions easier.
by
Dorothy Hinchcliff
Financial company executives continue to misread the types of practice
management and technical support programs their advisors truly want,
according to a new survey.
by Joel P. Bruckenstein
A look at whether Monte Carlo simulations help or hinder the planning process.
