Research in Motion Ltd., the maker of the ubiquitous BlackBerry, last week finally announced an arrival date for its much ballyhooed PlayBook tablet: April 19
Imagine giving your clients an interactive retirement calculator that is about as simple to operate as an Etch A Sketch but can handle complex hypothetical scenarios — all with no initial manual data input required
Since true out-of-the-box innovation in adviser technology is relatively rare, my antennae are always up, looking for new, interesting angles to share with readers
Financial advisers continue to amaze me with their ability to harness technology to do business in new, creative ways
While it'll never compete with Justin Bieber, one financial planner's You Tube post on standards of client care has become an unlikely hit. In fact, he's even attracted a million-dollar account thanks to the unusual come-on.
Apple's ubiquitous device enables sales force to ditch smart phones, laptops
Company set to launch Veo mobile app for popular electronic tablet
Wholesalers for J.P. Morgan Funds won't be able to complain about a bad back from hauling around a briefcase full of printed fund brochures and documents
The Securities and Exchange Commission recently began a "sweep" of investment advisory firms to gather information about their use of social media. (Read: <a href=http://www.investmentnews.com/article/20110214/FREE/110219962>'SEC said to 'sweep' advisory firms'.)</a>
With an eye toward addressing the industrywide challenges of effective client profiling, Omyen Corp. has developed the Personal Financial Index
Increasingly, social media the choice for reaching out to prospects
The Securities and Exchange Commission is said to have begun a sweep of registered investment advisers' use of social media and social networking, according to officials at an industry compliance firm.
The SEC and Finra are taking a closer look at how financial advisers use social networking
There has not been a lot of news coming out of this year's Technology Tools for Today conference (it is being held in Weston, Florida this year).
Mobile application sure to attract attention from users of Apple's ubiquitous smartphone
