Displaying 203 results
Black Diamond now fully integrated with Schwab OpenView Gateway
Portfolio management, reporting and rebalancing platform is generally available.
Mint.com finally expanding into the banking channel
Banks and credit unions will soon have access to its own flavor of a direct channel darling
Apps to streamline your practice
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Google Glass soon to be in fashion with advisers?
Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses
Making Social Security claiming strategies a little easier
Software options vary by sophistication and price. Which is right for you?
Top 25 technology products used by advisers
Rankings of the most frequently used software and technology products, according to an InvestmentNews survey
Comply or die: NRS upgrades ‘manual’ to the 21st century
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
The top 25 technology products used by advisers
The most popular products, overall, according to annual InvestmentNews survey
Adviser Technology: Six steps to results and returns
A handful of advisory firms are maximizing their technology investments to run more efficient, effective - and ultimately profitable practices. What are the traits of the top performing and most innovative independent advisers? Listen to the archive of this exclusive InvestmentNews Research webcast, which offers a look at the results of our 2013 Adviser Technology Study.
The 2013 Adviser Technology Study
This InvestmentNews Research Study provides advisers with a blueprint for purchasing, implementing and measuring the success of technology products and platforms. It also allows advisers to benchmark their own technology investments against peers, top-performing advisory firms and the industry's most innovative advisory firms.
For presentations on the iPad, one app does not fit all
A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet
Android operating system catching up
The Samsung S III most widely used Android device, Kindle Fire remains top tablet
The most popular software used by advisers
Rankings of the most frequently used software products across seven key product categories, according to an annual InvestmentNews reader survey.
Adviser branding in the age of social media
Social media is a powerful way to enhance an adviser's brand - but first an adviser must have a brand to enhance. This webcast will provide you with tools to develop a strong personal brand and show you how social media can help power your brand to attract new clients.
The 2011 RIA Technology Study
The 2011 InvestmentNews RIA Technology Study features how technology can help support growth; factors to consider when investing in technology; the benefits of outsourced solutions versus managing functions in-house; integration and what it really means for an advisory firm.
Advisers and iPads: Making the most of your tablet
Who doesn't love the iPad? The wildly popular tablet is quickly becoming a favorite all-in-one communication tool, used by more and more advisers and their clients. This webcast looks at the latest applications, shortcuts and techniques — and discusses how to incorporate the iPad into your practice and workflow.
Adviser Tech Trends: Winning the technology war
The major custodians, as well as some smaller ones, are all trying to win over advisers with new and robust technology platforms. This webcast looks at what works - and what doesn't - within their latest technology offerings.
The most popular adviser apps and mobile devices
View the 10 most popular apps and see a breakdown of devices used by advisers, according to a 2012 InvestmentNews reader survey.
Tech talk
Insights from advisers, executives and consultants on the latest innovations in adviser technology.
Advent’s dreams of putting itself on the block on the shelf, for now
CEO says current biz strategy best way to maximize shareholder value.
