Advisers should only create a blog if they have something unique to say, coach suggests.
Think of your social-media strategy as a human body: the blog is the torso and the networks and sites you use are the appendages. Social-media maven Josh Brown offers insights that will save you time and make you money.
Dig deep to figure out the reason behind pursuing a web strategy.
Hefty prices for e-mail storage have slammed small brokerages, which say their data is being held hostage by vendors taking advantage of regulatory requirements.
Mobile applications, cloud computing, big data and integration all critical to advisers' way of doing business
Live from FSI's OneVoice 2014 Broker-Dealer Conference: Electronic signatures have started to see wider acceptance from broker-dealers, says Laser App's Powell.
Financial advisers who have recently upgraded their firm websites unanimously agreed that the projects were more taxing than they expected.
NetX360 will now offer portfolio management and re-balancing solutions from Blaze Portfolio and Portfolio Pathway, as well as Laser App forms management and configuration tools. In addition, NetX360 users will have access to Ebix Smart Office CRM software via a single sign-on.
Wealthbase, a new web and mobile application, connects advisers to consumers using algorithms that make matches based on expertise, location and availability. Wealthbase uses contextual links, the stock in trade of content marketers, to lead consumers from the website articles that they are reading to a live question-and-answer session with advisers.
From tech systems advisory firms plan to replace to what social networks indie brokers say they use the most, here are five big technology trends impacting independent broker-dealers.
The new iPad and hot apps may catch all the attention, but advisers need to focus on substance, rather than sizzle
Halloween is approaching and that means it's scary movie season. For many RIA firms, though, technology horrors aren't reserved for October. Check out some cautionary technology tales from the crypt.
Why RIA firms probably shouldn't try to become software companies — unless they want to become software companies.
Institutional users now caught up to retail customers who have embraced the technology.
As technology improves and compliance fears ease, more firms are drafting more liberal policies for LinkedIn, Facebook — even Twitter
Plus a look at a startup challenging video conferencing giants and how Junxure's cloud-based CRM is shaping up.
<i>The following is an edited transcript of the July 19 webcast “Adviser Tech 2012: What Should You Buy Next?” <a href=http://www.investmentnews.com/dcce/20110719/18/18/ACTIVE_WEBCAST/2590580>Listen to the archived version here.</a> The webcast was moderated by </i>InvestmentNews<i> technology reporter and columnist Davis D. Janowski.</i> The panelists were Jude Boudreaux, Founder and Owner of Upperline Financial Planning LLC, Sabrina F. Lowell, Associate Adviser, Mosaic Financial Partners, Inc., and LeGrand S. Redfield, Jr., President, Asset Management Group, Inc.</i>
Josh Brown on how best to use social media to broadcast your content and make it easy for readers &mdash; and clients &mdash; to find you again and again.
Expanding your bottom line by increasing your technology spend.
