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How to cope with cybersecurity threats
Advisers must protect themselves and their clients of more than just phishing scams
The pros and cons of Wi-Fi on a plane
Sheryl Rowling says her computer is both her best friend and her worst enemy. She is beginning to feel that way about Wi-Fi on a plane.
Simple ways to improve your time management
We all want to give exceptional client service.Unfortunately, the belief that superior service must include instant access can be detrimental to both you and your clients.
Fund sponsors compete for advice attention online
kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.
Is a working vacation still a vacation?
Has technology robbed you of your free time? Maybe it's time to pare down and at least limit the tech tools you take on vacation.
The Takeaway: As always, retail investors come late to the party
Portfolio Facebook’s upside explosion boosts all those silly “social media” funds. (Index Universe) Retail…
Man versus machine
I joined a gym last week. Normally, I wouldn’t make a big deal out of it — much…
Crack the female-adviser playbook
I recently had the opportunity to speak at the Women in Insurance and Financial Services National Conference and,…
Time for financial advisers to automate their referral process
It is no secret that the vast majority of new business for financial advisers originates from a referral…
Tradeweb Markets acquires BondDesk Group
Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.
Do you outsource work to your clients?
What separates most advisory firms from one another is not someone's investment prowess but rather their ability to serve their clients. To do that effectively, we sometimes have to “unscale” our business.
Can RIAs survive the rise of the robo-advisers?
By 2020, the majority of wealth management will probably still involve real, live wealth managers, but the rise of the "robo-advisers" continues. Are you ready?
The convergence of high tech and high touch
Technology has vastly improved transactions in our industry, but JP Nicols says we also need it to improve relationships.
Windows 8.1 for financial advisers: probably time to upgrade
Microsoft has released its first major update for Windows 8 with a slew of fixes intended to improve features and address many usability issues and concerns with the original release. Is it time to make a change?
Has financial press overhyped social media?
The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies
Conquering the e-mail beast
Here are three ways to deal with the ever-expanding mountain of electronic mail.
New Apple iPad: Good for some advisers, but no knockout
For advisers with first or second generation models, more speed, more power.
Enlisting eMoney Advisor to boost your bottom line
Three ways oXYGen Financial has used the platform.
3 tips to improve your LinkedIn profile
Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.
How to build a mobile business card
What if you never needed to carry around a business card again? Check out five apps that are about to change your life
