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.
Over 140,000 people registered to attend Dreamforce, a sprawling city-within-a-city that featured high-profile keynote speakers, celebrities, multiple rock bands and a cult-like following of all things enterprise business technology.
Second gen version of mobile platform on display at Insite conference.
Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.
Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.
The company's latest web product to track portfolios joins the efforts of rivals including Jemstep, Betterment and FutureAdvisor
