When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.
With the launch of Finect into beta, there is a new wrinkle — a new subspecies, really — in the social-media network options for financial services companies.
A couple of thought-provoking posts on timely topics
RIAs must develop a technology roadmap to guide the technology that they implement, but how, why and when?
Few expect digital disruption from firms targeting not-so-ultra wealthy.
Promising new online wealth management service axed before reaching market.
Mix of third-party offerings give independent advisers more choices
eMoney Advisor's latest platform update gets a test run.
'Product sunset notification' catches at least one user off guard.
Software developers and integration — the beat goes on with some success.
Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?
There is a clear link between success of your people and the amount of investment you make in training and professional development.
More firms using Twitter, LinkedIn, Facebook but workers missing out.
Broker regulator uses Twitter, digital video to release board decision.
First annual best practices awards recognizes 24 advisory practices.
Need to challenge your technology assumptions to make progress.
