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Financial Planning
December 1, 2009
Joel Bruckenstein
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. mark for My Articles similar articles
Financial Planning
December 1, 2010
Joel Bruckenstein
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. mark for My Articles similar articles
Financial Planning
December 1, 2007
Joel P. Bruckenstein
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. mark for My Articles similar articles
Financial Planning
December 1, 2011
Joel Bruckenstein
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. mark for My Articles similar articles
Financial Planning
December 1, 2012
Joel Bruckenstein
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. mark for My Articles similar articles
Financial Advisor
July 2010
Bernie Clark
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again. mark for My Articles similar articles
Financial Advisor
September 2010
Joel P. Bruckenstein
Key Role Custodians are upping their technology offerings to RIAs. mark for My Articles similar articles
Financial Advisor
September 2010
David Lawrence
The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors. mark for My Articles similar articles
Financial Planning
January 1, 2007
Joel Bruckenstein
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. mark for My Articles similar articles
Financial Advisor
May 2006
David L. Lawrence
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. mark for My Articles similar articles
Financial Advisor
April 2010
Joel P. Bruckenstein
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. mark for My Articles similar articles
Investment Advisor
April 2006
Andrew Gluck
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. mark for My Articles similar articles
Financial Advisor
March 2010
David Lawrence
A Key To Efficiency Advisors today have many choices when it comes to document management software. mark for My Articles similar articles
Financial Advisor
March 2011
Joel P. Bruckenstein
The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform. mark for My Articles similar articles
Financial Planning
July 1, 2009
Joel P. Bruckenstein
Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors. mark for My Articles similar articles
Financial Advisor
March 2008
Joel Bruckenstein
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. mark for My Articles similar articles
Financial Advisor
June 2009
Joel P. Bruckenstein
Stepping It Up Broker-dealers are enhancing the technology they offer to advisors. mark for My Articles similar articles
Financial Advisor
September 2006
Joel Bruckenstein
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. mark for My Articles similar articles
Financial Planning
August 1, 2010
Joel P. Bruckenstein
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. mark for My Articles similar articles
Investment Advisor
August 2009
Moseley & Spencer
Technology by the Numbers Even in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in their businesses. mark for My Articles similar articles
Financial Advisor
February 2008
Joel Bruckenstein
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. mark for My Articles similar articles
Financial Advisor
April 2007
William Glasgall
Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change. mark for My Articles similar articles
Financial Advisor
January 2009
Sherri Scordo
Wealth Of Knowledge Find the answers you and your advisory staff need to be successful in a virtual world at the T3 conference. mark for My Articles similar articles
Financial Planning
October 1, 2010
Joel Bruckenstein
What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs. mark for My Articles similar articles
Financial Planning
September 1, 2007
Joel Bruckenstein
Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit. mark for My Articles similar articles
Financial Advisor
December 2008
Joel Bruckenstein
Beyond Paperless Laserfiche Avante's document management and other features allow advisors to find new ways to structure work flow. mark for My Articles similar articles
Financial Planning
March 1, 2008
Dan Skiles
CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice. mark for My Articles similar articles
Financial Planning
March 1, 2011
Joel P. Bruckenstein
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donna Mitchell
Who's Planning? A study by Boston-based AiteGroup found that only 18% of independent advisors make financial planning the center of their practice. mark for My Articles similar articles
Financial Advisor
January 2004
Joel Bruckenstein
What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0... mark for My Articles similar articles
Financial Advisor
June 2009
David Lawrence
The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently. mark for My Articles similar articles
Registered Rep.
December 7, 2011
Philip Palaveev
The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts. mark for My Articles similar articles
Financial Advisor
October 2012
Joel P. Bruckenstein
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. mark for My Articles similar articles
Investment Advisor
September 2008
Kara P. Stapleton
Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms. mark for My Articles similar articles
Investment Advisor
July 1, 2011
Spenser Segal
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. mark for My Articles similar articles
Financial Advisor
March 2012
Bernie Clark
The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities. mark for My Articles similar articles
Investment Advisor
August 2009
Adam Moseley & Wade Spencer
New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases. mark for My Articles similar articles
Financial Advisor
April 2009
Joel P. Bruckenstein
An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral. mark for My Articles similar articles
Financial Advisor
February 2006
Joel Bruckenstein
Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer. mark for My Articles similar articles
Financial Advisor
March 2011
Andrew Gluck
2011 Tech Trends Advisors should notice these six developments over the coming year. mark for My Articles similar articles
Financial Advisor
December 2011
Eric Rasmussen
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. mark for My Articles similar articles
Financial Advisor
June 2012
David Lawrence
The Right Fit Five steps that will help you choose the best CRM software. mark for My Articles similar articles
Financial Advisor
August 2010
Joel P. Bruckenstein
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." mark for My Articles similar articles
Financial Advisor
October 2012
David Lawrence
Outsourcing Made Easy Some providers can help an advisor run a more efficient practice. mark for My Articles similar articles
Registered Rep.
September 24, 2015
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. mark for My Articles similar articles
Financial Advisor
December 2007
Joel P. Bruckenstein
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. mark for My Articles similar articles
Financial Planning
March 1, 2013
John J. Bowen, Jr.
For Advisors, a Client-Centered Shift More advisors are shifting toward a broader approach and away from investment management. mark for My Articles similar articles
Investment Advisor
July 2009
Moseley & Spencer
Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Joel Bruckenstein
Skipping Bells And Whistles The difficult 2008 market environment has forced many financial advisory firms to rethink their approach to technology, both in the upcoming year and beyond. mark for My Articles similar articles
On Wall Street
June 1, 2011
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. mark for My Articles similar articles