Displaying 4489 results
A new planning tool for advisers challenges clients to win a game
Using gamification can help further conversations.
Is there a popup opt-in revolution under way?
More sites are finding value in using popups to increase the reach of opt-in e-mail lists.
Make your world small on social media
Overwhelming. That is frequent feedback when discussing the first six months of a financial adviser's initial effort using social media in his or her business. Part of the challenge is learning techniques to use on social networks to filter and manage the fire hose of content that comes in the social stream.
Small advisory firm walks tall in putting technology to use
No small chore to put together technology to deliver top-notch client reports.
Google+: Ghost town or essential tool?
Depending upon whom you speak with, Google+ can be a ghost town or a key step in the evolution of social media. However, based on a number of shrewd moves in building Google+, the search giant is surging in the field seeking your social attention.
LPL upgrades mobile application
Adviser feedback results in improvements to the app, including secure messaging.
How to use your CRM to increase productivity
How do you gauge your firm's productivity? Don't underestimate the power of leveraging your CRM solution to help gather key performance metrics such as time spent per client, client turnover and more.
Working remotely experiment over: Back home in San Diego
After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?
How to avoid becoming extinct as technology disrupts wealth management
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.
‘Match.com’ for advisers and clients expands to San Francisco
The startup's latest debut follows a successful New York launch
Don’t let disruptive technology derail your business
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
Does Vanguard pose a threat to advisers?
The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.
SEC warns investors about pitfalls of Bitcoin
Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.
Rout in social media stocks crushing ETFs
The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.
Are you stuck in a technology rut?
Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.
New LinkedIn program offers compliance with SEC and Finra regs
Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.
Computers and complexity
Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.
Tech-savvy young planners band together to share the wealth
'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another
Is it time for a new CRM?
A cost-benefit analysis reveals important considerations in switching hub systems.
Reading between the data
Advisers already have the tools to gather information, they just have to learn how to use it.
