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National Day of Unplugging: Mission accomplished
How did our intrepid technology blogger Sheryl Rowling do when she tried to unplug for a day?
You’ve got mail … on LinkedIn
Are you utilizing the LinkedIn InMail tool to your best advantage?
How much should you spend on a new website?
Many factors play into the cost of a website. Here's a guide to get you closer to an answer.
Build a better digital calendar now
Building a great digital strategy requires planning. Here are two helpful apps that can help you on your way.
Unleash your new technology by cutting the cord
Get rid of that unsightly tangle of cords by going wireless in your conference room.
SEC off to aggressive start in 2014, but can it follow through?
The SEC's recent whirlwind of regulatory warnings prompts the question of whether it is biting off more than it can chew.
Why a ‘bring your own device’ strategy is critical for small business owners
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
How LinkedIn uses big data to increase visibility and enhance your brand
Who wouldn't like more LinkedIn profile page views? Thanks to newly updated “Who's Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views.
Software tools test portfolios under different world scenarios
They help advisers customize individual portfolios, and can aid in the client conversation.
Schwab launches software that lets RIAs customize mobile apps
This version lets RIAs use their own branding; apps can be submitted to Apple or Google stores.
Robo-advisers: Dominate or bust
Internal rate of return on these businesses, in order to justify their capital outlay, will be the true measure of success. And their angel investors will pull the plug if they don't deliver.
Best practices for best tech execution
The SEC requires advisers to provide the best execution for their clients' trades. This obligation is an evolving standard that necessarily involves a “facts and circumstances” analysis.
The surprising hidden value of automation
Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation
Stocks hit record, McDonald’s gets competition and Buffett boils it down
Breakfast with Benjamin: How stocks reached a record, who's joined the fast food breakfast battle, Warren Buffett boils it all down and who is @gselevator 'tattletale'?
New Social Security tool debuts for advisers
The latest benefits optimizing software is free.
Advisers: Being digital is no longer a luxury
The momentum is much clearer now just by exploring the digital streams emerging from industry conferences like Morningstar, Schwab, T3 and TD Ameritrade. Check out three "tipping points."
Native apps: The adviser’s best friend
The native approach keeps essential data centralized on one platform.
Finding your digital rhythm
Getting past the fundamentals of having a digital presence can take time in our industry. Thankfully, the momentum has picked up from regulators during the past two years, offering more functional guidance. Likewise many individuals and firms have been experimenting enough to be prepared to graduate to the next level.
Competition brings out the best in financial planning students
FAStech Cup competition at recent T3 conference features students from seven universities.
New mobile app and website target secretive world of adviser recruiting
AdvisorHub proposes to publish extensive details of every major recruiting deal.
