Technology
Technology
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When it comes to social media, most advisors concentrate on LinkedIn for network building and Twitter for following the conversations. Facebook was not a priority, but that may be about to change.
March 1 -
Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering.
March 1 -
Most advisors thinks they know everything they need to know about social media, but how saavy are you? Take this quiz and find out.
February 28 -
Motif Investing, the Silicon Valley-based online brokerage firm that pioneered ideas-based investing, launched a new class of products that will allow RIAs to construct their own collection of stocks or ETFs online, and receive a royalty whenever people buy them, according to a statement.
February 28 -
Investors can find their account balances anywhere, said Kevin Crowe, head of solutions for SEI Advisor Network. We found they want their advisors technology to help identify clients goals, create plans, and show what progress is being made towards meeting those goals.
February 28 -
Everything financial advisors wanted to know about LinkedIn, but were afraid to ask.
February 27 -
Twitter is arguably the Internets most powerful tool for conducting real-time conversations online. Here are a few reasons to consider using Twitter, and how to make it work in your practice.
February 27 -
Mobility would significantly improve customer interactions, 84% of those surveyed said, and 83% said the technology would significantly affect their business.
February 27 -
Search engine optimization is more than just an industry buzzword. Knowing a little bit about SEO can help financial advisors get the most of their website.
February 26 -
It is vitally important to give clients a technology experience that communicates your message, extends your brand, and makes your firm easy to access, according to Jon Reiners of Orion.
February 25 -
The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.
February 25 -
Social media is great for marketing. For customer authentication, not so much.
February 21 -
LinkedIn rolled out a new profile design to all current users, featuring a more simplified look and feel, deeper insights into the strength of your profile, and new ways to build connections and foster relationships. What does this mean for you and how can you leverage it?
February 19 -
Increased automation will provide advisors with more time to spend on client relationships, planning, and prospecting.
February 15 -
What are the biggest technology trends, innovations and ideas impacting advisors today? Over 600 people, including more than 300 advisors, descended on Miami for the eighth annual Technology Tools for Today Conference. The event featured the industrys best and brightest highlighting all the latest technology tools that will held advisors be more competitive, effective and efficient. Here are some of the most interesting things our editors heard, and advisors and financial experts tweeted, from the event.
February 14 -
The banking industry and outside observers weighed in Wednesday on a White House order that aims to bolster protection of the nation's critical infrastructure against cyberattack.
February 14 -
The White House issued an executive order on Tuesday that aims to strengthen protection of the nation's critical infrastructure against cyberattack.
February 12 -
Robert Sofia says that the social network is important for advisors, but if you cannot (or will not) approach it properly, dont bother.
February 12 -
As mobile applications proliferate, do financial advisors really use them?
February 12 -
Unlike the soon-to-be-discontinued Facebook Credits, the new Amazon Coins have a ready marketplace with consumers and merchants.
February 10
