Results for "technology"

Displaying 2,730 results

Sort: Date | Relevance


Advisers' primary challenges when using social-media sites for business purposes

June 22, 2012

  Source: InvestmentNews Data Click here to view the full results from the InvestmentNews' survey of more than 500 advisers about the challenges, benefits and uses of social media.

Kitces: 11 blogs for all financial advisers to follow

June 21, 2012

While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, Nerd's...

LinkedIn gave a firm a head start in race to land clients

June 17, 2012

When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success. One of its more notable social-media successes in the recent past involved an adviser...

At Raymond James, social media is valuable communication tool

June 17, 2012

Unlike some of its competitors, independent broker-dealer Raymond James Financial Services Inc. has embraced social media and encourages its 3,300 reps and advisers to use it. The motivation behind the firm's recent push for reps to use outlets...

For this adviser, the blog's the thing

June 17, 2012

Every weekday morning, Josh Brown's alarm clock goes off at 5:30. By 6, he is showered and dressed and sitting at his computer working on his two daily blogs. The first, for The Wall Street Journal, is directed at financial advisers and must...

MSSB takes lead as wirehouses tiptoe into unfamiliar territory

June 17, 2012

Social media eventually will become a key tool for wirehouse financial advisers to develop new business and serve existing clients. But it also carries enough compliance and regulatory risk that the big Wall Street firms remain cautious about...

Cloud version of Junxure on the way

June 17, 2012

Junxure, a CRM application popular among registered investment advisers, is heading to the clouds. The new version of the customer relationship management app, called Junxure Essentials, answers the long-held concerns of many advisers about...

So, you're on Facebook; now what?

June 17, 2012

When it comes to social media, it is no longer enough simply to show up..... “Perhaps six months ago, [an adviser] could have established a competitive advantage by simply being on social media,” said Clara Shih, founder and chief executive...

Five ways to exploit social media

June 17, 2012

Consultants believe that when it comes to social media, more is more. “I don't find that people find success from just one strategy, but it is the combination of strategies together that lead to success,” said Kristen Luke, founder and principal...

Kitces: Social media as drip marketing for financial planners

June 13, 2012

The principles of drip marketing are not new; the concept of marketing by sending a series of messages to prospects over time to build familiarity and remain top-of-mind so that you're likely to be contacted when a need arises has existed for...

The financial adviser's quick guide to social media archiving

June 13, 2012

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards. To be specific, the requirement to archive and...

Pershing aims to check 'check-and-app'

June 11, 2012

Pershing has technology changes in the works that the firm says will allow its broker-dealer and RIA clients to aggregate accounts across custodians and track performance. The firm is also working on an automated process that it hopes will move...

Clients want tech - but advisers still stalling

June 10, 2012

Appearances matter, particularly when it comes to online experiences. Executives at Pershing LLC's annual Insite conference in Hollywood, Fla., gave financial advisers details of technology changes the firm is rolling out this year during a...

Clients want better technology — even if advisers don't think so

June 6, 2012

Appearances matter — particularly when it comes to online experiences. Executives at Pershing LLC's annual INSITE conference in Hollywood, Fla., gave advisers details of technology changes the firm is rolling out this year. Those changes will...

Planning ahead for digital remains

June 3, 2012

The practice of protecting assets is reaching into the digital domain, with many estate-planning lawyers helping clients make plans for their online property. Although many of these assets, such as online businesses, could be valuable, others,...

Seven steps to effective use of Facebook

June 3, 2012

Social media has transformed the way the world does business, and has begun to make its mark on the financial services industry. A recent survey by American Century Investments found that nearly 90% of financial advisers have a professional...

Rebalancing application meets economic analytics program

June 1, 2012

This is the sort of integration that gets me excited. Two scrappy, small providers of technology for advisers that I have written about in the past see the potential for synergy and make things happen. Total Rebalance Expert and MacroRisk Analytics...

Advisers feeling more pressure to manage risk, communicate

May 31, 2012

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently, preferably through social media, according to executives who attended a Fidelity Investments-sponsored...

Certivox PrivateSky: The shape of secure messaging systems to come?

May 31, 2012

Advisers are always asking me about security solutions; especially encryption and sending files or e-mail with it. Here is a new cloud-based system announced today, PrivateSky from CertiVox. I have to verify the various claims about being “first...

Advisor Access announced by Raymond James

May 31, 2012

Rumors have been rampant but now it is official, Raymond James has stated its new integrated Advisor Access platform is on its way to the firm's 6,000 advisers. Rollout is to begin in June and take eight to 10 weeks according to the prepared...

« Previous PageNext Page »

1 ... 120 | 121 | 122 | 123 | 124 | 125 | 126 | 127 | 128 ... 137


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.