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What financial advisers need to consider before a website redesign
Your website must differentiate you from your competitors. What makes you special?
iPhones are ‘in,’ but advisers should consider all their options
There is no end in sight to the hype surrounding the iPhone.
Can two serve more efficiently as one?
Three months after the creation of Thomson Reuters, company executives are promising financial advisers that an improved platform is on the way.
Tech-savvy indies a draw for some advisers
Advisers tell me that broker-dealers are not created equal when it comes to technology support.
No clear winners or losers in software showdown
About 300 financial advisers packed the meeting room for the Financial Planning Software Show-down during the Financial Planning Association's national conference in Boston last week.
Boulevard R offers actionable financial plans
BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.
Backing up is dull to do for advisers
Backing up computer files is a vital but tedious way to protect a financial practice.
Resolver solves spreadsheet quagmire
What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?
Website redesigns for advisers
Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.
Grendel may be the shape of tools to come
The acronym RIA refers, of course, to registered investment advisers.
New online tool helps prospect for wealthy clients
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
A popular market data source goes wireless
Advisers whose firms subscribe to the SunGard FAME market data service can now receive it on their hand-held devices, thanks to a deal between SunGard Data Systems Inc. of Wayne, Pa., and Pyxis Mobile Inc. of Waltham, Mass.
Integrated adviser platform exceeds expectations
In a bid to expand planning services for advisers, Linsco/Private Ledger Corp. of Boston and San Diego is now offering WealthVision — a platform that includes a customized version of eMoney Advisor 360, a wealth management solution.
PaperPort, Explorer pose difficulties
Several of my columns have generated questions from readers. I decided to share two of those questions, as…
Graphics are grabber at FPA conference
Putting an emphasis on ‘show’ for financial advisers’ show-and-tell Unlike at trade shows, where exhibitors try to…
PaperPort a favorite for scanning, managing documents
Financial advisers who have complained about finding an economical, easy-to-use document-scanning and management tool aimed at small advisory firms now have no excuse to prevent them from going paperless.
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.
Risk-averse advisers should consider upgrading to IE7
A recent survey of 400 InvestmentNews readers showed that 92% were using Microsoft Internet Explorer. Unfortunately though, 58% of those 400 are still using Version 6 of Internet Explorer, while 33% have upgraded to Internet Explorer 7.
