Technology
May 17, 2012
Around the web: What people are saying about the Facebook IPO
The anticipation of the Facebook IPO will, more than likely, be more interesting - and at minimum, more entertaining - than the actual IPO itself. So much so, that it seems as though there's at least one Tweet every second about the upcoming Facebook IPO ...
May 13, 2012
The basics behind the social-media button
What if there were a button that, when pressed, would transport your desk into the middle of a crowd of millions of potential customers? Or a button that would allow you to look through the office windows of thousands of other professionals in your industry or project your...
May 13, 2012
Advisers disagree with Kitces' take
A technology-centric advice business that could leave traditional planners “in the dust” — a future envisioned by adviser Michael Kitces — is unlikely to unfold, according to many financial advisers...
May 13, 2012
Personal Capital launches iPhone app
Financial advisers should take note of the iPhone application that Personal Capital Technology Corp. launched last week. The firm is providing a set of slick account- and investment-tracking tools to anyone who wants them. They are the types of tools that every adviser should offer...
May 9, 2012
Forget the slideshow: There's only one reason advisers need social media
Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes.
May 8, 2012
Why B2B companies should use social media
The following is excerpted from a blog entry at Crain's Social Media Group.Earlier this week, I taught a class, Creating Your Company's Social Media Strategy, at the Chicagoland Chamber of Commerce. The class was only 90 ...
May 8, 2012
Personal Capital launches iPhone app
Today you can add a free iPhone application to the list of tools Personal Capital provides its investor clients in managing their financial lives.The most impressive new feature from Personal...
May 6, 2012
Advisers say iPad increases their efficiency
Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help during client meetings. For advisers who have invested in the tablet, it has become the preferred way to keep abreast of...
May 6, 2012
Social media is evolving by the day
Facebook's new Timeline interface serves as a potent reminder both to the registered investment advisory world and firms regulated by Finra that social networking is constantly evolving — and that their analytics, compliance and archiving technologies must keep pace. The...
May 6, 2012
Using social media to expand a practice
Like many financial advisers, a 20-plus-year industry veteran whom I will call Chris operates a very successful practice. Several months ago, he came to us with a desire to expand his business. Although Chris enjoyed a robust client base in a defined market niche and garnered...
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