Displaying 203 results
Long live Your Silver Bullet
Software developers and integration — the beat goes on with some success.
The death of the out-of-office auto-response
Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?
Tech training: A missing best practice
There is a clear link between success of your people and the amount of investment you make in training and professional development.
<b>TECH TALK:</b> Confessions from an adviser who misses her BlackBerry
Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.
Advisers: Time for a tech wake-up call
How is it that in 2013, paperclips, glue and excel spreadsheets are still being used by many firms to manage trillions of dollars of client assets?
<b>TECH TALK: </b> 3 critical tips for working with data vendors
When it comes to data storage, tech expert Gregory Friedman says beware your vendor's fine print
An analytics tool better than Google for advisers?
When it comes to discovering whether your site rocks or just another rock in the bottom of the ocean, maybe its time to get to know Alexa.
The Buzz: Lessons from Finovate
Investors and tech-heads gathered in New York this week to discuss innovations that could pave the way to…
Broadridge offers automated cost-basis application
A new partnership between Broadridge Financial Solutions and Scivantage will provide Broadridge clients with access to Scivantage Maxit, an automated cost-basis application.
Why training is critical for successful tech upgrades
It sounds like a no-brainer, but when advisers invest in technology, training often gets overlooked or minimized.
Advisers: Time to adopt ‘no-brainer’ technology
Too many advisers are still mailing quarterly reports. Why?
Fidelity launches first investing app for Google Glass
Fidelity launches the first investing app designed for Google Glass, which provides users stock quotes and could help attract more young investors.
Advisers plan to use tech to kick client experiences up a notch
E&Y study also finds greater focus on mobile technology; compliance still a big challenge.
Integration of HiddenLevers app with Envestnet completed
Investment stress-test against various risks now part of the unified wealth management platform.
MoneyGuidePro takes automating financial plans one step forward
Tool allows advisers to connect the dots between plan an action item.
Digital Fortress platform can save advisers time and money
Peak Advisor's virtual coaching, Faulkner's marketing tools teamed in Digital Fortress
Does data management need more oversight?
New report finds issues with firms' data aggregation processes.
RegEd’s new platform should draw more IBD business
John Schobel and Blane Warrene of RegEd stopped by recently to discuss their new Score for Compliance platform.
Making odd-lot bonds easier to trade
New service will offer price ranges for smaller trades.
iPad tool provides stock research
Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers
