Mark started with us as a reporter at our sister publication 'Financial Week' in 2005 and rose to become Associated Publisher (in 2013) and then Managing Director (2018) of InvestmentNews. In 2020 he moved on to become Managing Director at ECHELON Partners, and in 2021 Managing Director, Wealth Management, at Informa Connect. He Tweets at: @brunz99 and you can also connect with him on LinkedIn.
This InvestmentNews Research Study provides advisers with a blueprint for purchasing, implementing and measuring the success of technology products and platforms. It also allows advisers to benchmark their own technology investments against peers, top-performing advisory firms and the industry's most innovative advisory firms.
Rankings of the most frequently used software products across seven key product categories, according to an annual InvestmentNews reader survey.
Social media is a powerful way to enhance an adviser's brand - but first an adviser must have a brand to enhance. This webcast will provide you with tools to develop a strong personal brand and show you how social media can help power your brand to attract new clients.
The 2011 InvestmentNews RIA Technology Study features how technology can help support growth; factors to consider when investing in technology; the benefits of outsourced solutions versus managing functions in-house; integration and what it really means for an advisory firm.
Who doesn't love the iPad? The wildly popular tablet is quickly becoming a favorite all-in-one communication tool, used by more and more advisers and their clients. This webcast looks at the latest applications, shortcuts and techniques — and discusses how to incorporate the iPad into your practice and workflow.
The major custodians, as well as some smaller ones, are all trying to win over advisers with new and robust technology platforms. This webcast looks at what works - and what doesn't - within their latest technology offerings.
View the 10 most popular apps and see a breakdown of devices used by advisers, according to a 2012 InvestmentNews reader survey.
Insights from advisers, executives and consultants on the latest innovations in adviser technology.
Few changes in the retirement plan landscape have been as far-reaching and significant as the Department of Labor's (DOL's) recent fee transparency initiative. As a Registered Investment Advisor (RIA), you have likely already assessed whether you are subject to the new regulations, and if you are, have reviewed your fee disclosure practices to ensure that you are in compliance. It's now time to turn your attention to business opportunities presented by the DOL's fee transparency rules, according to this white paper from TD Ameritrade Institutional.
This new white paper, written by Amy Webber, President and COO of Cambridge Investment Research, explores the benefits and drawbacks to having your own RIA, as well as the benefits of leveraging a corporate RIA.
