Displaying 203 results
Can an adviser thrive in a virtual office?
A young planner is shutting down his offices, saying his clients prefer working in a virtual world
Advicent to upgrade next week
New version of NaviPlan will integrate with TD's Veo and Schwab OpenView
Want an app? There’s an app for that
Custodians and broker-dealers lend support for advisers seeking to launch their own mobile app
Tired of PowerPoint? Here’s another option
From time to time, we all have to do presentations. Wouldn't it be nice to use something other than the same boring PowerPoint templates?
Strong signs e-signatures set for takeoff
Products improving, clients more comfortable and more firms adopting them.
National Day of Unplugging: Mission accomplished
How did our intrepid technology blogger Sheryl Rowling do when she tried to unplug for a day?
You’ve got mail … on LinkedIn
Are you utilizing the LinkedIn InMail tool to your best advantage?
Build a better digital calendar now
Building a great digital strategy requires planning. Here are two helpful apps that can help you on your way.
Unleash your new technology by cutting the cord
Get rid of that unsightly tangle of cords by going wireless in your conference room.
Why a ‘bring your own device’ strategy is critical for small business owners
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
How LinkedIn uses big data to increase visibility and enhance your brand
Who wouldn't like more LinkedIn profile page views? Thanks to newly updated “Who's Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views.
Robo-advisers: Dominate or bust
Internal rate of return on these businesses, in order to justify their capital outlay, will be the true measure of success. And their angel investors will pull the plug if they don't deliver.
Best practices for best tech execution
The SEC requires advisers to provide the best execution for their clients' trades. This obligation is an evolving standard that necessarily involves a “facts and circumstances” analysis.
The surprising hidden value of automation
Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation
Advisers: Being digital is no longer a luxury
The momentum is much clearer now just by exploring the digital streams emerging from industry conferences like Morningstar, Schwab, T3 and TD Ameritrade. Check out three "tipping points."
Native apps: The adviser’s best friend
The native approach keeps essential data centralized on one platform.
Finding your digital rhythm
Getting past the fundamentals of having a digital presence can take time in our industry. Thankfully, the momentum has picked up from regulators during the past two years, offering more functional guidance. Likewise many individuals and firms have been experimenting enough to be prepared to graduate to the next level.
Pershing introduces NetXInvestor portal for individual investors
Former NetExchange Client gets a re-branding as Pershing responds to changes in technology and demographics
The secret tool to help advisers delegate
As a busy professional, Michael Kitces writes that delegating is a classic Catch-22. Delegating some tasks can free up time, but when you're already swamped, it's often faster and easier to just do the work than try to teach someone else how.
Reducing the costs (and hassles) of expense reporting
Few things are more deflating than coming back from a very productive trip and having to fill out expense reports, but with Finra cracking down it is essential to find the right tools to protect you and your business.
