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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, 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, 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
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
December 1, 2008
Joel P. Bruckenstein
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. 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 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 Planning
January 1, 2012
Joel Bruckenstein
Salesforce: More than Just CRM Social enterprise software is still in the early stages of development, but there is clearly a social media revolution taking place that advisors can't afford to ignore. 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
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
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
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
January 2011
Andrew Gluck
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. 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
February 1, 2011
Joel P. Bruckenstein
The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT. 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
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
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 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
Registered Rep.
July 7, 2010
David A. Geracioti
Compensation 2010. Crisis? What Crisis? 2009 income for RIAs -- while lower than 2008, in some cases by a lot -- rebounded fairly nicely, bringing earnings back to 2007 levels. 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 Advisor
July 2012
Bernie Clark
The RIA Universe Advisors should look not just at their own internal business practices but also at the changes and trends occurring across the RIA field. 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
Financial Planning
June 1, 2008
Philip Palaveev
Be Careful What You Wish For Understanding the advisor and independent broker-dealer relationship. 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
Registered Rep.
December 4, 2012
Jerry Gleeson
Taking Care of Business A survey this year by REP./Wealth Management.com shows how RIA attitudes differ from those among advisors in other channels. mark for My Articles similar articles
Financial Planning
June 1, 2008
Elizabeth O'Brien
Millionaires Ahoy! Independent advisors who are looking to snag more millionaire clients should focus their efforts on prospects who do not already have a registered investment advisor, according to a new study by Fidelity Investments. 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
February 1, 2013
Joel Bruckenstein
Windows 8 Review: 5 Things to Know Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system. mark for My Articles similar articles
Financial Planning
August 1, 2008
Stacy Schultz
B-D of the Future The Broker-Dealer of the Future, Pershing's first study on the industry, identifies factors facing broker-dealers new competitive landscape. mark for My Articles similar articles
Financial Advisor
August 2010
Raymond Fazzi
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. mark for My Articles similar articles
Financial Advisor
July 2005
Frontline News Advisors Who Market Their Business Do Better, Study Finds... New Pershing Unit To Work With RIAs... FPA Members Strongly Favor Social Security Reform... Economy Tops Terror As Chief Fear Of Affluent, Survey Says... etc. mark for My Articles similar articles
Financial Planning
May 1, 2011
Donna Mitchell
Hybrid's New Groove Registered investment advisor firms looking for ways to expand their businesses might try turning to broker-dealers for a boost. mark for My Articles similar articles
Financial Advisor
November 2012
Andrew Gluck
Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble. mark for My Articles similar articles
Financial Planning
April 1, 2010
Donna Mitchell
Going for Growth As RIAs gear up to grow their practices this year, they are doing more than scooping up unhappy wirehouse clients. They have identified three major strategies: increase spending on marketing, more technology, and improve client service. mark for My Articles similar articles
Registered Rep.
April 7, 2011
John Aidan Byrne
Report : Wealth Management Firms To Jack Up CRM Spend Wealth management firms are expected to invest heavily in customer relationship management technology over the next three years, according to a new report from Aite Group. mark for My Articles similar articles
Registered Rep.
August 25, 2010
Halah Touryalai
Better Economic Times Ahead? Your Clients Don't Think So. Advisors seem more optimistic about the economy than their own clients, according to a recent survey. 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 Planning
February 1, 2010
Marion Asnes
One Fee to Bind Them In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going? mark for My Articles similar articles
Investment Advisor
August 2007
Maya Ivanova
A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity. 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 Planning
January 1, 2013
Donald Jay Korn
Top Custodians: Battling for Custody Custodians try different strategies for growth as advisors break away to join RIA firms. mark for My Articles similar articles
Financial Advisor
August 2012
Jon Beatty
A Promising Road Advisors are enjoying strong growth despite significant challenges in the financial markets. mark for My Articles similar articles
Financial Planning
October 1, 2009
Conrad & Mitchell
Indies' Gain Ground Registered investment advisor firms, independent broker-dealers and dually registered advisors are gaining market shares at the expense of wirehouses. mark for My Articles similar articles
Financial Planning
August 1, 2007
John J. Bowen
The Best in the Business Financial advisors can learn much from studying the business practices of their most successful peers. mark for My Articles similar articles
Financial Advisor
August 2006
Raymond Fazzi
Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them. mark for My Articles similar articles
Financial Advisor
March 2012
Bernie Clark
The Changing Affluent Investor Advisors must prepare for new affluent clients and the changes, attitudes and expectations they will bring with them. mark for My Articles similar articles
Registered Rep.
December 8, 2011
Jerry Gleeson
Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features. mark for My Articles similar articles
Financial Planning
May 1, 2010
Bob Veres
A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world. mark for My Articles similar articles