The Salentica Advisor Desk with the Schwab OpenView Gateway is a platform for independent investment advisors to access real-time information on their clients' financial holdings through the Salentica CRM solution.

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Software that enables advisors to fill out and process forms may not be glamorous, but it is essential.

Who's at the forefront of the shifting dynamic of planning? The 2012 Influencer Award winners.

In light of looming changes in industry regulations and advances in current technology, advisors need to act now when it comes to making data and document management electronic, Timothy Welsh of Nexus Strategy, said at FPA Experience in San Antonio on Sunday.

With the financial crisis as the backdrop and the fiscal cliff and regulatory changes on the horizon, "you know that how you manage your practice is not going to get easier," said Bill Winterberg, of FPPad.com.

Known for its cutting edge use of technology, Putnam Investments released a new technology-focused blog specifically for financial advisors on Monday.

A survey from the Oechsli Institute reveals that advisors are underusing the personal aspects of social media to build client rapport.

Savvy financial advisors are using social sites to differentiate themselves from the competition and to build trust and credibility. Perhaps the biggest reason for financial advisors to get involved in social marketing can be summed up in four words: Your customers are there.

Omyen, which is based in Westwood, Mass., specializes in developing technologies for comprehensive financial planning and client education. The technology will be added to the FPA Practitioner Resource Guide, which is a directory of solutions and benefits to help FPA members build their business.

Inefficient account opening processes are leading to client defections and advisor dissatisfaction with broker-dealers, according to a report released by Aite Group on Tuesday.

A new "Going Independent" solution package, introduced this week, combines compliance and practice aid to help advisors who want to own their own wealth management shop.

It's no secret that the rise of mobile devices has created one of the largest shifts in consumer behavior in the last 40 years. ABI research reports that 1.2 billion smartphones will enter the market over the next five years and Morgan Stanley predicted that web browsing on mobile devices is likely to overtake desktops within the next couple years. Is your website keeping pace?

The iPad has revolutionized the financial services industry. Here's a deeper dive into some of the specific ways advisors and wealth managers can use the iPad to improve their business.

Seeking confidential access to brokers looking to make a transition, Securities America has signed a new agreement with online company Join A Firm that will cover costs for its branches to maintain profiles on the recruit-matching site.

Advisors who don't feel like wading through reports on 9,000 hedge funds may feel more comfortable scanning information on about 40, especially if those funds have been expertly screened. Envestnet has announced a hedge fund research alliance with Fund Evaluation Group.

LearnVest, a financial management website built as an electronic financial advisor for mass market investors, will announce Tuesday morning it is now a registered investment advisor and will be hiring more advisors in the coming months.

Forrester's new digital sales rakings laud the performance of Wells Fargo, Citigroup and Capital One, and say the new frontier of web sales calls for improvements in merchandising and onboarding.