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Ways to get uninterrupted time through technology

September 22, 2014

We all have millions of things to do. Maybe it's not really millions, but it's certainly a lot. In and among all that, we have phone calls and e-mails. Or do we have it reversed? Do we try to do our work in between phone calls and e-mails? Besides...

Are you managing your online presence?

September 11, 2014

Today's prospective clients are not only tech savvy, they're also shopping around for the right adviser. That's a big departure from years ago, when a large percentage of new business came from client referrals and a marketing campaign started...

'Don't fight the Fed' was never more true

September 9, 2014

Need proof that the age-old adage 'don't fight the Fed' works? You missed $1 trillion return agreeing with Fed naysayers Alibaba mania is in full swing. All you need to know At long last, it's here. Big day for Apple and CEO Tim Cook Plus: Amazon's...

How to mobilize your practice

September 8, 2014

Mobile readiness may sound like something other companies have to deal with. However, the days of being mobile-friendly as an option are over. What exactly is mobile readiness? For our purposes here, it's the ability for visitors to your website...

How to track your social media

September 7, 2014

Financial services companies have come to understand that if they want to stay competitive in a digital age, social media must be a strategic part of their overall marketing plan. Yet as more advisers incorporate social media into their practices,...

15 advisers on Twitter that are must-follows - 15 advisers you need to follow on Twitter

September 5, 2014

As the number of advisers using social media steadily rises, finding the best social resources can be a challenge. On Twitter, the question of who to follow can be a tricky one, especially for advisers. In an attempt to provide a starting point...

11 slides prove the demand for financial advice isn't going away

September 5, 2014

As technology changes the way investors work, communicate and invest, new opportunities for advisers are emerging. At InvestmentNews Research we wondered: How are clients' financial goals evolving, and how can advisers best meet their needs?...

Don't embarrass Grandma – or your clients

September 3, 2014

Kate Upton, Mary Elizabeth Winstead, Jennifer Lawrence and Justin Verlander have been in the news lately for reasons that would give their grandmothers an aneurysm. Did they leave inappropriate pictures of themselves out there for anyone to...

10 social media do's and don'ts for advisers

September 2, 2014

1. Do: Invest in Social Media Existing on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone...

Google ups the ante on mobile office app providers

August 29, 2014

Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets: Google on Monday released presentation app Slides alongside updates to existing iOS apps Docs and Sheets, offering a free Web-connected alternative to similar productivity...

CloudStock web startup brings young investors and advisers together

August 28, 2014

A web startup created by a group of 20-somethings is using social networking and gamification to teach young investors about the stock market and connect them with investment professionals. Called CloudStock, the social-networking platform is...

Delaware becomes first state to enact digital assets law

August 22, 2014

Delaware Governor Jack Markell this month signed a bill that would grant fiduciaries wide access to the digital assets and accounts of incapacitated or deceased individuals. Gov. Markell signed Delaware's House Bill 345 on Aug. 12. Entitled...

Hearsay Social lets advisers pay to spread Facebook posts

August 21, 2014

Hearsay Social Inc. on Thursday announced a new feature on its social media platform that integrates with Facebook, allowing advisers on the platform to pay to distribute promotional posts to a wider audience. Financial advisers and brokers...

3 questions advisers should ask themselves before buying new technology

August 8, 2014

You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating...

Finect falters as Openshaw assumes leadership of Financial Women's Association

August 5, 2014

Struggling adviser social network Finect suffered a blow on Tuesday with the announcement that its president, Jennifer Openshaw, is moving on to take a new position as executive director of the Financial Women's Association. Ms. Openshaw, who...

LinkedIn launches sales tool but will advisers want to pay for it?

August 4, 2014

Social-media giant LinkedIn has launched a data-driven sales tool for use by financial services professionals, but whether advisers will want to pay for the service remains an open question. Called Sales Navigator, the social-selling tool uses...

Getting the most out of social media

August 3, 2014

Social media has become an integral part of our lives, helping us connect with friends and colleagues as well as serving as a tool to grow our businesses. It seems as though most people have mastered the “broadcast” portion of social media...

Wanted: Advisers to take tech survey

July 10, 2014

Here are a few technology questions for tablet users out there: Do Android-based tablets have any chance this year of overtaking the Apple iPad in popularity among advisers? And what about Microsoft's Surface Pro 3? Is it really “a true laptop...

Does increased technology usage boost advisers' bottom lines?

July 9, 2014

This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of advisory firms that use — and rely on — technology more than other firms, and after analyzing their financial performance to measure the impact...

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