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Video isn’t just for profiles anymore
Over the past few months, I have spent some time in this column explaining how to incorporate video…
Twitter hopes to avoid Facebook’s IPO stumble with its own debut
Twitter Inc.’s market debut will be the most anticipated initial public offering since Facebook Inc. listed last year,…
Personalized service in the digital world
Since my Sept. 18 post, “Financial technology trends advisers can’t afford to ignore,” I have been in a…
Screen-sharing tools improve communication
Technology isn’t always expensive or hard to implement. Sometimes we stumble across a neat tool that can make…
Stumbling upon a virtual meeting app that rocks
A simple way to improve communication and delight clients.
iPad vs. Surface Pro: Which is best for advisers on the go?
For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?
Raymond James launches software for advisers to build custom portfolios
Users can plug in the firm's models or use their own.
Are you in control of your data?
With social media, the cloud and third-party data feeds, your network is a lot broader than you think. How can you assemble and make sense of your technology, determine opportunity and risk factors, and provide on-demand reporting?
When to embrace (and when to resist) technology changes
Technology is supposed to be ever evolving and ever improving, which is why advisers are encouraged to embrace the next big thing. But that isn't always practical or wise.
LIVE FROM FPA EXPERENCE: Tech integration adds ROI
Financial advisers who integrate technologies will pay more than those who buy separate software solutions, but they stand to gain in annual income as well as future positioning. Liz Skinner reports live from FPA Experience in Florida.
Adviser buzz from FPA Experience 2013
A collection of the most influential adviser tweets via the #FPAExperience conference hashtag
Getting the biggest bang for technology bucks
The following is an edited transcript of an InvestmentNews webcast, “The Secrets of Top Technology Performers,” held Sept.
‘Robo-advisers’ are changing landscape
But executives think that by 2020, the majority of wealth management will still involve real, live wealth managers.
Advisers: Protecting information is part of your job
Make sure you and your staff employ good information protection practices, and make sure your clients are part of the effort.
<b>TECH TALK:</b> 3 ways to improve productivity on the road
Tech guru and road warrior Michael Kitces has been forced to figure out how to maintain productivity on the road. Check out the top tools and techniques that help him stay connected, effective and efficient.
Spend money to make money
Boosting revenue drives profitability better than decreasing expense.
The ‘why’ and ‘how’ of blogging
Dig deep to figure out the reason behind pursuing a web strategy.
Get comfortable meeting with clients virtually
Financial advisers who can't conduct virtual client meetings may be hurting their own competitiveness. “Every year, more…
