Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client reporting technology solutions for wealth managers

“Many banks are just going through the motions, tweeting about things that are irrelevant to their followers,” Ron Shevlin, an analyst with independent research firm Aite Group, writes in a recent report.

Asset managers are largely using social media to promote their brands, according to the latest research from Cerulli Associates.

Google Analytics is a fantastic free tool you can use to better understand your website and be more effective in your online marketing efforts. If your website strategy consists of “set it and forget it,” you are missing out on valuable opportunities to gain insight into your online impact.

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

Social media is all about building trust and reputation, and the latest Edelman Trust Barometer shows its relevance is on the rise. Are you still on the sidelines?

Here are five key things advisors should understand about the new mold-breaking Microsoft operating system.

With 20% of wealthy investors under age 55 planning to change their primary advisor in the next 12 months, tech enhancements may be the difference between acquiring or losing clients.

Some of the most surprising results from the 2012 Tech Survey came from a deeper dive into smartphone use patterns of our readers.

The new platform will allow advisors to spend less time managing regulatory and compliance issues, and more time growing their businesses.

This year’s survey provides insights into advisors’ changing relationship with the technology they use each day. To improve the accuracy of results, single-use links to thousands of readers were implemented making the survey the most scientifically accurate version the magazine has ever done.

Hurricane Sandy swamps our annual tech issue, leaving us stranded - but we're rescued by technology

The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.

Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.

To streamline document processing, LPL Financial has introduced DocuSign’s eSignature solution for all of its advisors.

National Advisors Trust has launched an upgraded version of AdvisorDesk, the firm’s proprietary multi-custodian technology platform.

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Charles Schwab has announced yet another product for companies to improve their business operations.

Young and up-and-coming planner Winnie Sun is a passionate advocate for the role that social media can play in attracting Generation Y clients. But recently a routine LinkedIn inquiry she made yielded a benefit that surprised even her: a huge client prospect who she thinks she never could have met otherwise