Displaying 239 results
Note to financial advisers: Does your website need a redesign?
If such overplayed images as Roman columns, boats, or chess pieces populate your firm's website, it is definitely time for a redesign.
Advisers look for ways to squeeze money from their tech budgets
Many financial advisers who attended the Technology Tools for Today conference last week are looking to squeeze as much money as they can from their precious technology budgets.
Do your homework when buying a scanner
Roland Greco, an adviser, recently wrote me for assistance in dealing with the mountains of paper in his office.
Advisers approach Google’s Buzz with caution
Financial advisers are scratching their heads as they try to decipher the compliance and regulatory ramifications of a privacy fiasco with Google's Buzz.
Smart phones: It’s all in the apps
As a follow-up to last week's smart-phone story, we decided to look at advisers' favorite mobile applications.
Scalability is the name of the game for report generation platform
Most financial advisers with whom I speak say that they look forward to generating quarterly reports and client presentations about as much as they do to an SEC audit.
Due diligence pays off when it comes to buying software
Advisers should always kick the tires and look under the hood of any software they buy for their practice.
Tamarac takes a leap by offering a single solution
Tamarac Inc., which is best known for its sophisticated portfolio re-balancing technology, is stepping out of its niche…
A warning before you Twitter
Like everyone else, it seems, many advisers and brokers are atwitter about Twitter, the free social networking utility.
New tools available for end-of-life planning
Several websites are now available to assist and guide advisers and their clients through the process of legacy planning.
Financial advisers sing the praises of account aggregation services
When introduced about a decade ago, account aggregation was touted as a major adviser solution.
Deadline to track cost basis reporting looms
Broker-dealers, mutual fund companies and fund custodians are updating systems to comply with the cost basis reporting requirements included in the Emergency Economic Stabilization Act of 2008.
Advisers embracing ‘cloud computing’
Adviser Curtis Smith doesn't have to worry about getting to the office; it comes to him.
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.
Approach Roth IRA calculators with caution
Financial advisers beware: All Roth IRA conversion calculators are not created equal.
Battle for breakaways goes high-tech
TD Ameritrade Institutional unveiled a tool last week that gives its business development efforts a technological boost.
Outsourcing site aims to be advisers’ personal shopper
Small advisory firms and sole practitioners, especially those just starting out, often don't know where to turn for expertise in selecting technology and software.
Insurance sales without the paper trail
The mountain of paper advisers create when they sell an insurance policy or annuity contract is about to shrink.
Morningstar adds its special sauce to PM software
Morningstar Inc. is trying to shake up the market for portfolio management and reporting software by offering something no one else can offer: its proprietary analytics databases.
Evaluating three find-an-adviser websites
Before deciding where to wine and dine your significant other, chances are you will take a gander at a restaurant review or two online.
