The new iPad and hot apps may catch all the attention, but advisers need to focus on substance, rather than sizzle
Halloween is approaching and that means it's scary movie season. For many RIA firms, though, technology horrors aren't reserved for October. Check out some cautionary technology tales from the crypt.
Why RIA firms probably shouldn't try to become software companies — unless they want to become software companies.
Institutional users now caught up to retail customers who have embraced the technology.
As technology improves and compliance fears ease, more firms are drafting more liberal policies for LinkedIn, Facebook — even Twitter
Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.
<i>The following is an edited transcript of the July 19 webcast “Adviser Tech 2012: What Should You Buy Next?” <a href=http://www.investmentnews.com/dcce/20110719/18/18/ACTIVE_WEBCAST/2590580>Listen to the archived version here.</a> The webcast was moderated by </i>InvestmentNews<i> technology reporter and columnist Davis D. Janowski.</i> The panelists were Jude Boudreaux, Founder and Owner of Upperline Financial Planning LLC, Sabrina F. Lowell, Associate Adviser, Mosaic Financial Partners, Inc., and LeGrand S. Redfield, Jr., President, Asset Management Group, Inc.</i>
Josh Brown on how best to use social media to broadcast your content and make it easy for readers &mdash; and clients &mdash; to find you again and again.
Expanding your bottom line by increasing your technology spend.
Features include insurance tool, cash-flow engine and 'modern' client reports.
Marketing and client communication tool now an app for smartphones and tablets.
Record keeping, color coding and cloud computing help one firm add a personal touch to client relationships.
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
Plus a look at how Apple's latest product event could affect advisers, and how to spice up client surveys.
Plus, how creating investment policy statements and real-time dossiers about clients has gotten much easier.
Technology is pretty inexpensive but as Dave O'Brien reminds advisers, acquisition is only one step toward tech success.
When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move. Technology hiccups can also be unsettling if clients get wind of it.
