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LPL lands another big IT exec

January 7, 2013

LPL is staffing up its technology and operations roster. The firm announced today that Donie Lochan has joined the company as an executive vice president. He will head up several critical teams within LPL's Business Technology Services unit....

A private-placement matchmaker

January 6, 2013

InvestmentNews often writes about private placements gone bad, but the fact is, the asset class represents a big and growing market that can benefit many investors. Indeed, financial advisers at large registered investment advisers and those...

Utah legislator targets online broker records

December 21, 2012

A Utah state senator is going to bat for investment brokers who have been the subject of enforcement actions by the state securities regulator and now say their reputations are suffering because the information is available online. Sen. Howard...

Zohar is back, joins inStream

December 21, 2012

Someone I have a lot of respect for in the industry and that I have missed the last few months has returned. Zohar Swaine, formerly managing director of product and strategy at TD Ameritrade Institutional, has joined inStream Solutions LLC as...

Hide 'em — all those LinkedIn 'endorsements,' that is

December 18, 2012

Advisers, you can now hide all your endorsements with one click on LinkedIn. I am not going to tell you whether you should or not, all my social media consultant friends have been writing about that a lot lately. What I am telling you is that...

Cheap stocking stuffers for business users of the iPad

December 16, 2012

So you bought yourself an iPad or are planning to this holiday season. Financial advisers who plan to use their iPads for work while traveling probably will want two things sooner rather than later: a physical keyboard and an office productivity...

New tech lead at LPL Financial

December 13, 2012

LPL Financial LLC has hired a new technology leader. The firm announced Thursday the appointment of Victor Fetter as both chief information officer and managing director of the company's Business Technology Services unit. He will be based in...

HTML5 & AllianceBernstein's iPad app

December 10, 2012

I promised a blog post that expanded on some of the threads I began in my column this week (Dec. 10) and here it is. First, a definition of HTML5, or, rather an explanation. Think of this fifth revision of the hypertext markup language as a...

AllianceBernstein's iPad app supports multiple uses

December 9, 2012

AllianceBernstein LP has taken a future-proofing approach to building its slick AB Connect iPad application, which officially launched Monday. Built using a mix of HTML5 technologies, the app for financial advisers supports multiple-use scenarios....

Younger clients give thumbs down to face time: Survey

December 7, 2012

Financial advisers who are serious about attracting young investors may need to revamp their idea of client meetings. High-net-worth people under 55 want more-frequent interactions with advisers, but not necessarily in person. About 62% of these...

Better error hunting for PortfolioCenter data

December 6, 2012

Version 2.4 of ReportCheck is out. As a quick reminder, ReportCheck is an independent third-party application that integrates with and provides automated error checking for the very widely used PortfolioCenter application. I first wrote about...

Michael Kitces: 15 power tweeters every adviser should know

December 3, 2012

While there are many social media lists out there of people and businesses to follow on Twitter, Investment News' own Power 20 "Power Tweeter" Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The...

Riskalyze tool turns pro with new version for advisers

December 2, 2012

Riskalyze Inc. has rolled out a professional version of its free risk assessment and analysis tool for investors that I foresee garnering a lot of interest from financial advisers. Interestingly, it was really a number of advisers using that...

Schwab plans product review site for advisers

November 18, 2012

Several new things were announced at the Schwab Impact conference last week. I was most excited by plans to build and host a site for adviser-generated reviews of third-party technology products, to be called OpenView MarketSquare. I won't have...

The InvestmentNews Adviser Technology Study: Now open

November 13, 2012

InvestmentNews has just launched our first-ever independent adviser technology study, which aims to provide advisers with a way to benchmark their firms' technology investments and usages against similar and top-performing firms. To participate...

Finally, an Advisor Center iPad app; Boulevard R introduces; New version of Adhesion

November 11, 2012

A lot of positive developments probably went unnoticed early this month by advisers due to the catastrophe caused by Hurricane Sandy. Among those that doubtless received short shrift was the launch of the long-awaited Schwab Advisor Center application...

New HP printers should appeal to smaller investment adviser firms

November 11, 2012

It is rare for really big — if struggling — technology companies to have new offerings of direct interest to advisory firms, but Hewlett-Packard Co. briefed me on some. On Oct. 30, HP introduced some printers and print technology that could...

No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

November 4, 2012

The American Society of Pension Professionals and Actuaries said last week that it is launching a lobbying initiative designed to protect tax deferrals for worker contributions to employer-sponsored retirement plans. ASPPA executive director...

Time to tackle branding in an online world

November 4, 2012

In the world of financial services, standing out from the masses is more important than ever. It's not enough to simply be good at what you do. In today's crowded marketplace, you have to bring more to the table. Thanks to the vast amount of...

Disaster preparedness again in focus

November 4, 2012

If they weren't before, two things have become clear to financial advisers affected by Hurricane Sandy's devastating punch to the East Coast. To wit: We can hardly work without electricity to run all our gadgets, and more and more of our productivity...

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