Free web-based version of popular program due out this summer
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
Understanding someone's technology explains more about their business than AUM ever could.
Jazz up plain-vanilla PowerPoint slides with video, graphics.
Computers and the internet have changed everything, not only for us but for the “NextGen” as well.
Whether it's the time you spend or the content you post, you need to think long and hard before jumping in.
New report finds the high-net-worth clients would rather communicate the old-fashioned way.
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
When it comes to LinkedIn, regulators have become "misguided helicopter parents that will not let our industry mature and grow," according to blogger Matthew Halloran
Revamped portal allows planners to talk among themselves.
FMB Wealth Management is offering entrepreneurs a crowdfunding platform that provides access to big-money accredited investors whose deep pockets can make a difference for startups.
Advisers should only create a blog if they have something unique to say, coach suggests.
Think of your social-media strategy as a human body: the blog is the torso and the networks and sites you use are the appendages. Social-media maven Josh Brown offers insights that will save you time and make you money.
Dig deep to figure out the reason behind pursuing a web strategy.
Hefty prices for e-mail storage have slammed small brokerages, which say their data is being held hostage by vendors taking advantage of regulatory requirements.
Mobile applications, cloud computing, big data and integration all critical to advisers' way of doing business
Live from FSI's OneVoice 2014 Broker-Dealer Conference: Electronic signatures have started to see wider acceptance from broker-dealers, says Laser App's Powell.
