Tools that can work directly with clients, are 'implementation oriented' are high on wish list.
While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.
Facebook Inc.'s 6.3% drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011.
While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.
Timing unclear but mockups likely at the firm's annual Insite conference in June
More using social media to stay in touch with clients, keep up to date.
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
Commission says Reg FD applies to social networks the same as it does to web sites
Compliance and archiving application provider Smarsh shares results of third annual survey.
With different levels of sophistication and price, which claiming-strategy tool is optimal?
Now two free platforms are available to the burgeoning independent quant community.
The tale of one firm and one adviser, Mark Reed, shows in stark relief how financial advisers are on the front lines protecting their clients from cybercrime. Bruce Kelly has the story.
Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses
Advisers using the portfolio management application can now have SPT host and maintain it for them
