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Thinking of picking up an iPad? Here’s a few things to consider
Because of the near-mania over the Apple iPad, I've been bombarded of late by advisers who want to incorporate the device into their practices but aren't really sure what it can do for them.
Help in getting a handle on medical expenses
Fear and outrage had a lot to do with the creation of Ron Mastrogiovanni’s latest venture, Health- View…
The new Client 360 brings it all together
Client 360 has been officially reborn.
Advisers viewing videos in new ways
Their numbers are small, but more and more advisers are starting to see value in recording video commentary for use on their websites, as well as in communications with clients
NaviPlan and Profiles are updated by EISI
Those crafty Canadians at Emerging Information Systems Inc. know how to keep financial advisers coming back for more.
Encryption is key to keeping client data safe from thieves
Recent reports of the theft of an LPL Financial adviser's unencrypted portable hard drive should make advisers pause and consider how they keep their clients' data safe.
JPMorgan ups the ante in clearing
Although it may be one of the less glamorous parts of the JPMorgan Chase & Co. empire, the bank's J.P. Morgan Clearing Corp. subsidiary has done something exciting in the area of technology.
Advisers still social networking in the slow lane
“I thought Twitter was something Brett Favre uses to pick up women.”
Custodians rev up their platforms
Hey, financial advisers: Technological choice is finally coming, so let the good times roll. During the next…
Online app lets you screen stocks for reaction to economic factors
Here's a common refrain I've heard from advisers over the past two years: “It is a shame I couldn't better account for the economy in adjusting my clients' portfolios”
BlueSky ahead for the iPad
Black Diamond Performance Reporting today is expected to announce the availability of a new application specifically designed for the Apple Inc.'s iPad.
Advisers: Be careful out there in cyberspace
The online security landscape is changing in fundamental ways
TD to open Veo architecture to third parties to lure advisers
Going beyond anything attempted by its custodian competitors, TD Ameritrade Institutional has embarked on a technology initiative that…
A better(ment) mousetrap for the mass affluent?
Technology will be the key that unlocks the mass-affluent market for financial advisers
Help in finding financial planning software
What’s the best financial planning software? It’s not easy for an advisory firm or broker-dealer to get…
Don’t overlook eFileCabinet offering
Being an opinionated bunch, financial advisers let me know when I write a story that fails to include a product they like.
Vanguard web service compares annuities
Annuities are one of the last product areas that the Internet has yet to tame. As more…
NPH’s WealthOne is central to B-Ds’ recruitment strategy
With the launch of WealthOne, National Planning Holdings Inc.'s network of four broker-dealers has a major new set of tools at its disposal.
A solution for those tired of inputting client information
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as an online universal client data entry form.
Schwab releases more details about new advisory tech platform
Among other things, Project C gets an official name and its own website
