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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
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 Advisor
August 2004
Sydney LeBlanc
Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing. mark for My Articles similar articles
Investment Advisor
October 2007
Neal Ringquist
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. mark for My Articles similar articles
Financial Planning
May 1, 2005
Juliette Fairley
Building a Better Platform ING advances the ball on integrated systems to help advisers and supervisors. 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
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
November 2005
Tracey Longo
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. 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 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
Investment Advisor
June 2007
Lauren Barack
Streamlining Broker/dealers are aiming for a one-click model for their technology platforms. mark for My Articles similar articles
Financial Advisor
January 2005
Tracey Longo
How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions. mark for My Articles similar articles
Financial Advisor
February 2004
Sydney LeBlanc
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. mark for My Articles similar articles
Financial Advisor
June 2007
Raymond Fazzi
Follow The Money Broker-dealers sum up the future of advisory services in two words: rich folks. 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
July 2004
Tracey Longo
Clearing Firms Come Courting With clearing industry players so clearly targeting advisors, competition for advisor business is likely to get even more interesting very soon. mark for My Articles similar articles
Financial Advisor
September 2004
Joel P. Bruckenstein
Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year. 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
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
Investment Advisor
November 2007
Lauren Barack
Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands. mark for My Articles similar articles
Financial Planning
October 1, 2008
Paul Oliu
Client Rules Apply Separately managed accounts (SMAs) have never lived up to their promise of offering clients true flexibility. 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
Financial Planning
October 1, 2006
Lee Chertavian
Front and Center It may be better to centralize some unified managed account functions -- like overlay portfolio management -- than to farm them out to advisors. mark for My Articles similar articles
Financial Planning
June 1, 2011
Donald Jay Korn
FP 50: Revenue Rising The money stream is flowing again: After two years of stagnant or, worse, shrinking revenue, the 50 largest independent broker-dealers report their annual revenues rebounded last year - significantly in many cases. mark for My Articles similar articles
Financial Advisor
June 2004
Sydney LeBlanc
SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business. mark for My Articles similar articles
Financial Advisor
February 2005
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. 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 Advisor
December 2010
Joel P. Bruckenstein
X Marks The Spot Tamarac's Advisor X packs promise. mark for My Articles similar articles
On Wall Street
November 1, 2010
Gallant & Schneider
Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable. mark for My Articles similar articles
Registered Rep.
March 8, 2011
Diana Britton
IBDs Dress Up Offerings For Hybrids Independent broker-dealers have lately been ramping up their efforts to attract hybrid advisors. mark for My Articles similar articles
Investment Advisor
December 2005
Andrew Gluck
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. mark for My Articles similar articles
Financial Advisor
May 2007
Eric Rasmussen
What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs. mark for My Articles similar articles
Financial Planning
June 1, 2008
Donald Jay Korn
All Systems Go Clients and income hold steady in the financial services industry. mark for My Articles similar articles
Financial Advisor
December 2003
Sydney LeBlanc
Unified We Stand The latest sensation in managed accounts offers streamlined service. mark for My Articles similar articles
Financial Advisor
November 2011
Joel P. Bruckenstein
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. 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
Registered Rep.
January 1, 2003
Pam Black
A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly. mark for My Articles similar articles
Financial Advisor
March 2006
Joel Bruckenstein
A Different Kind Of Custodian Trust Company of America (TCA) wants be your custodian. Why would an advisory firm seek out TCA, as opposed to one of the more established players? There are a number of reasons, including the TCA pricing model, proprietary tools and unique capabilities. mark for My Articles similar articles
Financial Advisor
March 2012
David Lawrence
Consolidation Quickens Advisors are increasingly turning to others to increase service and decrease costs. mark for My Articles similar articles
On Wall Street
June 1, 2013
Braswell & Konish
Leaders: Ranking the Top Wirehouses and Regional Broker-Dealers This year, the leading wirehouse and regional wealth management firms took the steps necessary to ensure they reap rewards as markets hit new highs. mark for My Articles similar articles
Financial Advisor
May 2012
David Lawrence
Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why? mark for My Articles similar articles
Financial Advisor
November 2008
Gail Liberman
War Breaks Out For Wirehouse Brokers The economic crisis on Wall Street, among many other things, is causing wirehouse brokers to reconsider the value proposition offered by the giant financial service firms. mark for My Articles similar articles
Investment Advisor
March 2009
Melanie Waddell
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. mark for My Articles similar articles
Financial Advisor
June 2012
Forward Progress Five experts discuss the state of the advisory business. mark for My Articles similar articles
Registered Rep.
July 29, 2013
Diana Britton
No Man Is an Island Independent broker/dealers are dressing up their offerings to attract and retain advisors tempted to start their own RIAs. mark for My Articles similar articles
Financial Advisor
November 2007
Andy Gluck
Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc. mark for My Articles similar articles
Financial Advisor
March 2006
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc. 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 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
Registered Rep. The Top 30 Independent Broker/Dealers in 2015 The list below is comprised of the 30 largest IBDs ranked by average assets under management per advisor, as of 2014. mark for My Articles similar articles