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The top apps being embraced by NextGen advisers
What an Elite Group of Younger Advisers Has to Say from Advisor Perspectives. I recently…
The new Apple iOS features most relevant to advisers
From Bill Winterberg: Which features of Apple's latest operating system advisers need to know. Plus his highlights from Apple's 2014 World Wide Developers Conference.
Stocks have biggest May in years but where’s the excitement?
Breakfast with Benjamin: Why there's no excitement for this stock rally. Plus: Fee-only RIAs in the catbird seat but they can't relax; the active ETF world heating up; what QE has wrought; on Phil Mickelson and insider trading; and Apple's big day.
How to pick the best CRM system for your practice
Five tips can help you adopt a system that saves time through automated workflow efficiencies
Now is the time for advisers to embrace social media
In a recent survey, more 50% of advisers said they are deterred from social media either by regulators or their own firms.
Tech training at the top of the to-do list at many RIAs
For most, training is more of a priority than buying new tech products.
Wanted: Advisers to take tech survey
Sampling serves as an excellent snapshot of industry technology trends.
Morgan Stanley lets advisers write what they tweet
The wirehouse is one of the first to break away from exclusively canned content on Twitter.
Social Security planning comes to the workplace
Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.
Digitally disconnect? Advisers can’t find the time
But there are broader implications of not allowing for down time.
Predictive technology taps into big data to help advisers connect with potential clients
Software companies are helping advisers get better at connecting with prospects by using predictive technology.
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are ‘rigged’
“60 Minutes” segment, new book fuel concern that jittery investors will become even more skeptical.
Workflow platform could revolutionize the way advisers use technology
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads.
How far should you go to show off your personality online?
Best adviser videos, photos and posts exhibit the human side to stand apart from the competition.
How inStream’s business model pivot will affect adviser tech spending
Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences
Does increased technology usage boost advisers’ bottom lines?
This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of…
SEC searches for role in battling cyber threats
Primary risk for wealth managers is when a hacker poses as a client and manipulates accounts.
Easing the burden of password management
Cloud software helps advisers keep track of the minutiae.
Cybersecurity threats to financial firms on the upswing in 2014
As cybercriminals and hacktivists get smarter, midtier wealth managers face greater risks.
Tips for avoiding cyberattacks
Consultant Bill Winterberg and RIA April Rudin offer advice on how to protect your firm from hack attacks and cyberfrauds.
