Results for "technology"

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Using technology to reach out to clients

October 1, 2013

From time to time, we are required to educate and update our clients on current events and financial matters. Sometimes, for client-specific issues, it's as simple as a quick phone call or e-mail. Other times, we must reach out on a broader...

Portfolio management software tiptoes toward the cloud

September 30, 2013

On this week's broadcast, one of the top portfolio management software providers tip-toes its way into the cloud, creating investment policy statements just got a whole lot easier, how a new app can create a real-time dossier about your clients,...

Are broker-dealers about to turn the tables on social media?

September 30, 2013

A look at the landscape for adviser social media makes it clear that the active early adopters have disproportionately come from the independent (and usually small firm) RIA environment, and not the broker-dealer community. Although some have...

Out-of-office replies outdated

September 29, 2013

Do any clients really believe financial advisers' “out-of-office” replies anymore or that their advisers have only “occasional access” to e-mail? Like the food in our cupboards, every once in while, we have to go through processes and...

B-Ds break social-media habits

September 29, 2013

Advisers at brokerage firms could be gaining ground on registered investment advisers in the social-media race as technology improves and compliance fears ease. Restrictive compliance departments at broker-dealers have been the biggest hurdle...

ReportCheck hits a home run

September 29, 2013

I first heard about ReportCheck from its creator, John Norwood, at an industry conference. He is a nice guy, so when he suggested I take a look at his program, I said I would. I must admit, I didn't think it would make much of a difference in...

Turning to social media for retirement savings info

September 27, 2013

Most American workers don't turn to tweets, Facebook messages or LinkedIn updates for information about their retirement-savings plans — but they might be missing out by not doing so. As saving for retirement becomes an increasing worry, companies...

Tech training: A missing best practice

September 27, 2013

This week, I participated in the 2013 Investment News Best Practices Awards and Workshop in Chicago. This unique, one-day event featured top practice management experts along with a healthy representation of the best performing advisory firms...

6 ways successful advisers use technology - 6. Get competitive

September 26, 2013

Recognize that technology is not a utility and should be considered a strategic and competitive advantage. Evidence: Operating profits of the firms that are most technologically-innovative are twice that of the rest of advisers. (Source: Mark...

Schwab turns to mobile app for electronic authorization

September 26, 2013

The Charles Schwab Corp. has introduced a pilot program that allows advisers to get electronic authorization from clients for wire transfers. The company said that it expects to have the service widely available in the first quarter. “We think...

3 tips to improve your LinkedIn profile

September 26, 2013

With several thousand connections, I can tell you from firsthand experience, the right technology can generate leads for your firm. And with over 200 million users and growing, LinkedIn seems to be the primary gateway that most advisers can...

Why don't more advisers adopt "no brainer" technologies?

September 25, 2013

Why are many advisers still mailing quarterly reports? With the rise of purpose-built choices for advisers from a thriving technology community that has grown with them and their success, it is baffling to see a lack of adoption of some of the...

9 tips for making the most of social media - Social success plans

September 25, 2013

Most advisers have dipped a toe into using social media, be it personally or professionally. Making it both effective and safe for an advisory practice, though, requires a few tricks. Here are nine tips for bringing your social media presence...

Honoring the firms with the best practices

September 25, 2013

InvestmentNews today announced the winners of the first annual Best Practices awards, acknowledging 24 advisory firms in two categories, human capital management and technology. Award winners were honored at a best practices workshop in Chicago....

What’s the best software you don’t know about?

September 24, 2013

I first heard about ReportCheck from its creator, John Norwood, at an industry conference. He's a nice guy, so when he suggested I take a look at his program, I said I would. I must admit, I didn't think it would make much of a difference in...

Market-Q gets big client with Oppenheimer & Co.

September 23, 2013

Oppenheimer & Co. Inc's 2,300 advisers are rebooting. The firm has selected the cloud-based Market-Q desktop and mobile platform to provide streaming market data to its financial planners, according to a statement released by Market-Q's manufacturer,...

On social media, can wirehouses, regional broker-dealers catch RIAs?

September 23, 2013

Advisers at brokerage firms could be about to catch up to registered investment advisers in the social media race, as technology improves and compliance fears ease. Overly restrictive compliance departments at broker-dealers have been the biggest...

The death of the out-of-office auto-response

September 23, 2013

Do any of your clients really believe your “out-of-office replies” anymore or that you'll have “occasional access” to email? Like the food in your cupboard, every once in while you have to go through your processes and remove what is...

Screen-sharing tools improve communication

September 22, 2013

Technology isn't always expensive or hard to implement. Sometimes we stumble across a neat tool that can make a huge difference to the workday and make life easier for our clients. For instance, how many times have you been on the phone with...

Stumbling upon a virtual meeting app that rocks

September 20, 2013

Technology isn't always expensive or hard to implement. Sometimes we stumble across a neat tool that can make a huge difference to the workday and make life easier for our clients. For instance, how many times have you been on the phone with...

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