From time to time, we all have to do presentations. Wouldn't it be nice to use something other than the same boring PowerPoint templates?
New version of Advisor Xi scheduled for launch this spring.
Products improving, clients more comfortable and more firms adopting them.
Catch the eye of potential buyers of your firm with software for integrated work flow and automation.
How did our intrepid technology blogger Sheryl Rowling do when she tried to unplug for a day?
Are you utilizing the LinkedIn InMail tool to your best advantage?
Many factors play into the cost of a website. Here's a guide to get you closer to an answer.
Building a great digital strategy requires planning. Here are two helpful apps that can help you on your way.
Get rid of that unsightly tangle of cords by going wireless in your conference room.
The SEC's recent whirlwind of regulatory warnings prompts the question of whether it is biting off more than it can chew.
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
Who wouldn't like more LinkedIn profile page views? Thanks to newly updated “Who's Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views.
They help advisers customize individual portfolios, and can aid in the client conversation.
This version lets RIAs use their own branding; apps can be submitted to Apple or Google stores.
Internal rate of return on these businesses, in order to justify their capital outlay, will be the true measure of success. And their angel investors will pull the plug if they don't deliver.
The SEC requires advisers to provide the best execution for their clients' trades. This obligation is an evolving standard that necessarily involves a “facts and circumstances” analysis.
Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation
<i>Breakfast with Benjamin:</i> How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
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