The adviserís increasingly mobile world

July 17, 2013 @ 4:30 p.m. EDT

Financial advisers are turning to their mobile devices to gain access to news, e-mail and client accounts wherever they roam. The benefits and drawbacks of taking everything with you everywhere you go are still evolving, but a key concept to remember is that technological advancements are meant to be tools. Our panelists will discuss the future of the advisory business as it grows more dependent on mobile technology, and how best to manipulate its advancements as apps become more sophisticated and client contact seems limitless.

A look back, a look ahead

Thursday, June 27 @ 4 p.m. EDT

As part of a celebration of its 15th anniversary, InvestmentNews will host a videocast featuring three industry leaders who not only have watched the advice business change over the years but have been among those affecting its growth.
Our panel will glance back over the past 15 years and touch upon the major forces that have shaped the industry, then discuss what the business might look like in another 15 years.
Advisers Harold Evensky and Ross Levin, and recruiter Mindy Diamond, each brings unique insight and perspective to the discussion. They will be joined by InvestmentNews editor Frederick P. Gabriel Jr., who has chronicled changes in the advice business for the past 15 years.

Social Media: Making it work for you

May 15, 2013 @ 2 p.m. EST

In this videocast, featuring some leading social media experts, we discuss the ins and outs of using platforms such as Twitter, LinkedIn, Facebook and Google +. What works, what doesn't for advisers and how to navigate around compliance and regulatory issues.


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