Displaying 4494 results
Ways to get noticed on LinkedIn
Those who want to know what not to do with their LinkedIn profiles should perform a quick search…
Willow Creek Wealth Management
Financial adviser Jason Gittins, a principal of Willow Creek Wealth Management in Sebastopol, Calif., said that no magic…
BlackRock’s retirement, Social Security gadgets tops with advisers
Tools that can work directly with clients, are 'implementation oriented' are high on wish list.
Morgan Stanley rolls out Trade Flow Insights tool
Morgan Stanley has rolled out a set of tools on its 3D platform that are available to all…
J.P. Morgan Asset Management is latest to start trading paper for electrons
While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.
Facebook second-worst IPO performer after share lock-up
Facebook Inc.'s 6.3% drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011.
Android dominating much of the mobile world
While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.
Pershing to introduce second generation of its mobile platform
Timing unclear but mockups likely at the firm's annual Insite conference in June
Advisers overestimate how ‘personal’ client relationships are
More using social media to stay in touch with clients, keep up to date.
Online tools simplify planning
Baby boomers reaching the retirement finish line often have an armful of investments, retirement plan assets and other…
Tool allows advisers, clients to communicate
A new feature called Collaboration Connect, found in goalgamiPro, the planning and client qualification tool from Advisor Software…
Takeaway from Google conference: Get ready for video
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
SEC: Social media OK for delivering info to investors
Commission says Reg FD applies to social networks the same as it does to web sites
More compliance officers allowing LinkedIn
Compliance and archiving application provider Smarsh shares results of third annual survey.
Social Security software options
With different levels of sophistication and price, which claiming-strategy tool is optimal?
Disaster preparedness again in focus
If they weren’t before, two things have become clear to financial advisers affected by Hurricane Sandy’s devastating punch…
QuantConnect adds data to trading platform, builds global network
Now two free platforms are available to the burgeoning independent quant community.
Heading off hack attacks
The tale of one firm and one adviser, Mark Reed, shows in stark relief how financial advisers are on the front lines protecting their clients from cybercrime. Bruce Kelly has the story.
Google Glass soon to be in fashion with advisers?
Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses
Cloud cover: Hosted version of Schwab’s PortfolioCenter now available
Advisers using the portfolio management application can now have SPT host and maintain it for them
