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Junxure Cloud is really coming; availability and pricing firmed up
Sure it has taken a while, but the purpose-built, cloud-focused CRM system is finally set to arrive this fall.
NetDocuments launches Apps Marketplace
Cloud-computing content management provider NetDocuments has had a busy year so far. After two major releases, it…
Redtail and goalgamiPro make a data connection
Advisor Software Inc. provides latest example in the continuous march of independent and useful third-party tech integrations
Hosted version of PortfolioCenter is now available
App makes jump to the cloud; priced 'aggressively'
Riskalyze introduces drag-and-drop feature
Users of Pro can now more easily bring client portfolio data into the risk tolerance tool.
Another portal for all that client info now available
Omyen launches offering for advisers and broker-dealers in the client portal and client collaboration arena
IN Voices
Citizens bandy about worth of radio advice Readers reacted quickly and sharply to Liz Skinner’s article…
Junxure Cloud looks slick
Good things take time. That goes for the crafting of software and applications, too. Junxure Cloud is…
What’s now and what’s next for Morgan Stanley’s new trade tool
Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.
RIAs with integrated technology = higher revenue: Survey
Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
Hey you, get onto my cloud: Fidelity announces virtual offer for financial advisers
Fidelity Institutional Wealth Services last week announced a cloud-based virtual-desktop offering for financial advisers — the first of…
Dave Ramsey flames advisers on Twitter
A Twitter war that began in late May escalated over the first weekend of this month between radio…
<b>The Takeaway:</b> Don’t be so sure about where rates are headed
Portfolio Are emerging markets the real fulcrum of global risk? (The Reformed Broker) Morgan…
Dave Ramsey flames financial advisers on Twitter
A nasty little spat has broken out in the Twitterverse between Dave Ramsey and advisers. The radio host went as far as to tweet 'I help more people in 10 min. than all of you combined in your ENTIRE lives.' | Read the tweets.
Apps to streamline your practice
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Tools to estimate costs
When creating a retirement plan for high-net-worth clients, many advisers don’t put a lot of their own effort…
With Schwab, advisers voice their views in the MarketSquare
Schwab PortfolioCenter received an overall rating of four out of five stars from advisory firms on the new…
Davis D. Janowski: How does Schwab PortfolioCenter rate with advisers?
Venerable app gets four out of five stars on Schwab site; 'dated'
Adviser tweets tell the tale of interest in market and industry news
Some interesting new financial- adviser-specific data are coming out of Twitter by way of Texas Tech University. It isn't about tweets, but research based on analyzing all those tweets.
Weekend war on Twitter: Ramsey vs. fee-only advisers
Self-proclaimed 'big dog' Dave Ramsey bites back at financial advice community that questioned his investment advice on Twitter.
