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Technology options expanding
Mix of third-party offerings give independent advisers more choices
Giving advisers a stage to show off
eMoney Advisor's latest platform update gets a test run.
NaviPlan financial planning desktop products to be discontinued
'Product sunset notification' catches at least one user off guard.
Long live Your Silver Bullet
Software developers and integration — the beat goes on with some success.
The death of the out-of-office auto-response
Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?
Out-of-office replies outdated
Do any clients really believe financial advisers' “out-of-office” replies anymore or that their advisers have only “occasional access”…
B-Ds break social-media habits
Advisers at brokerage firms could be gaining ground on registered investment advisers in the social-media race as technology…
ReportCheck hits a home run
I first heard about ReportCheck from its creator, John Norwood, at an industry conference. He is a…
Tech training: A missing best practice
There is a clear link between success of your people and the amount of investment you make in training and professional development.
Turning to social media for retirement savings info
More firms using Twitter, LinkedIn, Facebook but workers missing out.
Finra goes social
Broker regulator uses Twitter, digital video to release board decision.
Honoring the firms with the best practices
First annual best practices awards recognizes 24 advisory practices.
Why don’t more advisers adopt "no brainer" technologies?
Need to challenge your technology assumptions to make progress.
<b>TECH TALK:</b> Confessions from an adviser who misses her BlackBerry
Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.
To gain freedom, go mobile
Let go of security concerns, embrace the cloud and go mobile, says adviser David O’Brien, a self-described “recovering…
More on IDC’s Market-Q Mobile
An attractive HTML5 tablet offshoot to the popular desktop market data application.
IDC launches Market-Q Mobile
An impressive mobile market data application has hit the market. Interactive Data Corp. has brought the comprehensive…
Top firms use technology to bolster client relationships
Panelists on IN webcast agree increased connectivity requires advisers to fill the digital void.
Advisers: Time for a tech wake-up call
How is it that in 2013, paperclips, glue and excel spreadsheets are still being used by many firms to manage trillions of dollars of client assets?
<b>TECH TALK: </b> 3 critical tips for working with data vendors
When it comes to data storage, tech expert Gregory Friedman says beware your vendor's fine print
