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It's a beautiful day: Facebook IPO makes Bono world's richest rock star

May 17, 2012

It's become a cliche these days to refer to anyone who is talented or successful in their industry as being a "rock star" of their chosen field. We say this as a way to convey that this person is not only successful, but that he or she is a...

Around the web: What people are saying about the Facebook IPO

May 17, 2012

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...

Schwab taps Tamarac as next integration partner

May 17, 2012

Schwab Advisor Services announced today that Tamarac would be the latest “selected participant” to be added to Schwab's set of advisory platforms. Those platforms, known collectively as Schwab Intelligent Integration, have been under development...

Advisers disagree with Kitces' take

May 13, 2012

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 and industry observers. The biggest...

The basics behind the social-media button

May 13, 2012

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...

Personal Capital launches iPhone app

May 13, 2012

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...

Forget the slideshow: There's only one reason advisers need social media

May 9, 2012

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. (See the list here.) It would be simple to look at...

Why B2B companies should use social media

May 8, 2012

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 minutes and we had...

Personal Capital launches iPhone app

May 8, 2012

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 Capital Corp. is the ability to move money between...

Using social media to expand a practice

May 6, 2012

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...

Advisers say iPad increases their efficiency

May 6, 2012

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...

Social media is evolving by the day

May 6, 2012

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...

RIM has seen the future — and it has no keyboard

May 3, 2012

When Research In Motion Ltd. Chief Executive Officer Thorsten Heins unveiled a prototype of the new BlackBerry 10 phone yesterday, it lacked a feature that has kept legions of users loyal to the platform: a physical keyboard. At the BlackBerry...

Advisers say iPad makes them more efficient

May 2, 2012

Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help in client meetings. For advisers who have invested in the tablet, it has become the...

New website promises investors a peek at prices

May 1, 2012

An investor website is promising to give clients their first clear look under the hood of their brokerage accounts to see whether they are getting a good deal for the prices that they pay. Portfolio-tracking provider Wikinvest will introduce...

Veo users now can go macro easily

April 29, 2012

An interesting startup that I have written about, HiddenLevers.com " target=”_blank”>HiddenLevers.com (March 28, 2011), is completing a series of integrations with TD Ameritrade Institutional's Veo account management and reporting platform....

Davis Janowski: Sometimes one is better than two

April 22, 2012

Developers of computer technology strive to simplify tasks or increase efficiency, but all too often, they make things more complicated. Not so for the creators of Orion Connect, a Salesforce App Ex-change application, which improves work flow...

New iPhone coming in October, says analyst

April 20, 2012

Apple Inc. (AAPL)'s next iPhone is likely to be introduced in October and will feature a new body design and work with faster wireless networks, according to Gene Munster, an analyst at Piper Jaffray Cos. (PJC) who had expected an August release...

Hey B-D, NASD Rule 3010 audit management got you down?

April 20, 2012

No, I have not seen it yet myself but it certainly sounds good. Broker-dealers going through the annual branch office blues over their compliance inspection have a new tool at their disposal. That's because there is an updated version of the...

Generating leads online for advisers

April 15, 2012

Financial advisers often ask if there is a single good piece of prospecting technology. Until now, I have had to unequivocally respond, “No.” But that may change if the lead generator MyNewFinancialAdvisor.com proves to be a success. Some...

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