Displaying 239 results
Behind the scenes in social media
As regulators take their own sweet time coming up with guidelines for social media, the marketplace is coming up with its own solutions for financial advisers
Portfolio management, reporting spawning new players, products
For the past decade, many players in the portfolio management and reporting industry have believed in the notion that one size fits all
An adviser dives into video stream
With half the world seeming to watch the other half through Skype and other online video tools, you would think that I would have no trouble finding financial advisers who use video conferencing effectively in their practices.
Black Diamond seen unlikely to go the way of TechFi
Advent Software Inc.'s announced $73 million deal for Black Diamond Performance Reporting LLC is the biggest news in portfolio management and performance reporting in years
Make sure all your data are safe
Keeping client data safe has become even more important in light of all the sensitive information that is…
Social-media archiving, compliance solutions in focus
Financial advisers and broker-dealers apparently aren't sitting on the sidelines waiting for Finra and the SEC to figure out how the financial advisory industry should use social networking
Tools to help with ADV Part 2 forms
Registered investment advisers still looking to submit the new ADV Part 2 forms can take solace in the fact that there are some free and low-cost options out there to help complete that arduous task
Now for your iPad: Contracts on tap
Now for your iPad: Contracts on tap The reliability of verbal agreements depends upon several factors: state law,…
BlackBerry PlayBook is here, but it’s three inches too small for advisers
The BlackBerry PlayBook tablet is a solid device, both in general terms and in the engineering of its hardware
Retirement? There’s an app for that
Imagine giving your clients an interactive retirement calculator that is about as simple to operate as an Etch A Sketch but can handle complex hypothetical scenarios — all with no initial manual data input required
Technology helps advisers tap insight on global scale
Since true out-of-the-box innovation in adviser technology is relatively rare, my antennae are always up, looking for new, interesting angles to share with readers
How technology can convert do-it-yourselfers
Financial advisers continue to amaze me with their ability to harness technology to do business in new, creative ways
Bye Bye Qube, hello starPort
An adviser wrote me the other day seeking advice after reading the series of CRM columns I wrote the last few weeks
Tool provides college-planning edge
College planning is one area where financial advisers can really stand out from the crowd
CRM systems for the big guys
Let's pick up where we left off last week in our search for the best customer relationship management system for larger investment advisory and hybrid firms
A different approach to high-tech planning
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
Navigating the CRM labyrinth
It's obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion
To Mac or not to Mac?
Thanks to the incredible popularity of Apple Inc.'s iPad, an increasing number of financial advisers have been asking me if it is possible to run their businesses on Apple computers instead of those designed only for Microsoft Windows. The answer is yes, with a catch or two.
It’s a bank, it’s a broker and it’s all at an ATM
Glass-Steagall may have gone the way of the Berlin Wall, but true integration of banking and brokerage has taken a lot longer to achieve than German reunification
Making sense of document storage confusion
Advisers are confused and un-certain about web-based document storage and document vaults
