Displaying 52 results
Envestnet acquires stake in Dynasty Financial Partners
The partnership will make Dynasty's business development services available to advisers on Envestnet's platform
Why upgrading your iPhone could be a big mistake
What extra productivity are you winning? The dangers of digital device addiction.
How ‘competitive collaboration’ is shaping the future of the advice business
More than a dozen top advisor technology companies compare notes, share their vision for RIAs at TD Ameritrade Institutional's 5th annual Veo Open AccessTechnology Summit.
iPhones may be all the rage, but financial advisers should consider their options before picking their next smart phone
There is no end in sight to the hype surrounding the iPhone.
A paperless office can boost your ROI
Taking your firm paperless might seem as daunting a challenge as climbing Mount Everest, but it can bring significant return on investment over the long term.
<i>InvestmentNews</i> now has its own group on LinkedIn
In addition to reporting on how advisers are using social networking sites and hosting a popular webcast on the subject, InvestmentNews has started it own group on LinkedIn, the popular networking site.
Blogs, social networking are good for advisers’ businesses
The Internet is playing a larger role in the lives of financial advisers.
Advisers split on preference for web-hosted applications
No single vendor dominates the market for financial planning software and advisers are divided fairly evenly on whether they prefer self-hosted applications or applications hosted on the web.
‘Clouds’ could rain savings on advisers
When it comes to helping clients, adviser Daniel Grossman of Acorn Financial LLC in Nashua, N.H., has his feet planted firmly on the ground.
With compliance and regulatory reforms on the horizon, tech firms respond
Fears abound about the potential for change in the regulatory and compliance arena.
Windows 7: What advisers need to know
Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,
Questions and answers about Windows 7
Here are answers to some basic questions about Windows 7. Feel free to e-mail me others.
Advisers take to tweeting
Yes, it seems as if the entire world is twittering these days — and that goes for InvestmentNews, too.
Advisers enter blogosphere to lure prospects
They account for only a minuscule fraction of the world's estimated 100 million bloggers, but financial advisers who maintain their own commentary-oriented websites are finding that blogging can pay.
Advisers are harnessing Internet for social networking
A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.
Two new CRM systems increase firms’ efficiency
Two new customer relationship management systems could help advisory firms save time and reduce overhead.
Technology ℞: First know thy practice
Financial advisers who have found their groove and have a suite of applications that work well together generally couldn’t be happier.
Fidelity, Pershing, Schwab, TD in a tech ‘arms race’
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
Technology shortcomings dishearten advisers
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
<a href=http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20090215/REG/302159973/1082&ht=> Envestnet targets hybrid brokers</a>
The steady migration of independent brokers to a fee-based model has created a large universe of advisers whose revenue is a mix of fees and commissions.
