Displaying 4509 results
Making Social Security claiming strategies a little easier
Software options vary by sophistication and price. Which is right for you?
Broker set to revamp use of data
Raymond James Financial Services Inc. plans to improve the process its financial advisers use to sign on new…
Internet searches can reveal which way the market is headed
New research shows that Google search results can predict movements in the market. Jeff Benjamin discusses.
NRS giving compliance more love by modernizing the ‘manual’
National Regulatory Services last Tuesday announced availability of its new Policy Architect module, which is a component of…
The top advisers use mobile devices
The use of mobile devices such as smartphones and tablets is making a huge difference in the profitability…
Why the in-crowd is outsourcing
Top-performing firms more likely to hire third-parties to handle some tech functions
Vine mobile app: Not your dad’s candid camera
Advisers using short video clips to "show clients you are human."
BrokerCheck link dashed
Finra yanks proposal that would have required reps to post link to database on their web sites, social media pages
National Financial’s Streetscape is now accessible on the iPad
All iPad-toting financial advisers who clear through National Financial Services LLC, rejoice. The firm has rolled out…
Fidelity launches new salvo in custodian technology "war’
Consider this an update from the front lines of the custodian technology war. That is how a…
iPads are apple of advisers’ eye
Advisers are adopting tablets in a big way. That is the single most exciting finding this year in…
Raymond James rolls out fully integrated version of MoneyGuidePro
Raymond James is going to continue scoring big points with their advisers, both internal and independent with availability…
Comply or die: NRS upgrades ‘manual’ to the 21st century
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
RIP Your Silver Bullet
Sadly, a good -- and noble -- idea gets shot down
Independent advisers ready to ramp up tech spending
After several years of heavy cost cutting by advisory organizations, a small majority of 331 independent advisers surveyed by InvestmentNews — including both broker-dealers and registered investment advisers — plan to spend more on technology this year than last.
<i>TD 2013 Live!</i> TD No.1 at supporting third-party tech vendors
Providers make use of micro-booths to demo for advisers
How advisers are winning the technology war
The following is an edited transcript of a Sept. 11 webcast, “Winning the Technology War,” moderated by Investment-…
VA suitability tools speed up an increasingly daunting task
Because of the stigma often connected to variable annuities, I am at times hesitant to write about technology…
Much-anticipated site for investors good news/bad news for advisers
BrightScope's new Advisor Pages allows reps and planners to connect with potentially vast numbers of prospective clients. It also highlights rules infractions and formal complaints lodged against advisers.
Brightscope girds to release prices
Brightscope Inc.’s plan to disclose advisers’ fee schedules could provide the public with a powerful tool to compare…
