As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.
Investment stress-test against various risks now part of the unified wealth management platform.
Advisers are embracing industry-specific software, but satisfaction levels remain a bit low.
Money managers pitching funds are more aggressive than ever.
Facebook, LinkedIn replace obits, court documents, local newspapers.
Radical shift as company unveils BlackBerry with touch screen input
Advisers have failed to connect with clients and prospects through this ever-growing medium
Social media is finally getting respect among IBDs and wirehouses as a legitimate and even necessary part of marketing and business development.
Expert suggests advisers build presence on the web immediately to reach clients and prospects.
Social media enters the curricula for financial planning students at Texas Tech, as students will get first hand lessons on how to utilize social networks in the financial business. See also: <b><a href="http://www.investmentnews.com/article/20130822/TECH/130829973">Expert urges advisers to adopt social media.</b></a>
A data service providing real time market info -- at a fraction of the cost of that more-famous terminal
Breakfast at the Envestnet | Tamarac summit last week turned into a technology commiseration session.
Tool allows advisers to connect the dots between plan an action item.
