A portfolio overlay system from Smartleaf will add customization and consistency to wealth management at People’s United Bank.

The T. Rowe Price Personal App for iPhone and iPod touch provides investors the opportunity to manage their accounts and view fund information on the go.

Jackson National Life Insurance launched the Elite Access iPad application, following the rollout of the firm’s newest product offering.

"It's not how much you sell in social media," says Frank Eliason, SVP of social media at Citigroup. "The ROI is in the information that's out there; that leads to change and process improvement."

Fund firms are beginning to like social media and the devices their staffs use to communicate online with customers.

Only 16% of financial advisors are using social media to market their services. Here are seven baby steps any wealth manager can take to get started. Also see: 10 Online Tools Advisors Can’t Live Without 7 Facebook Basics for Financial Advisors 9 Steps to Grow Your AUM With LinkedIn 10 Critical Social Media Tips for Advisors 10 Steps to Twitter Success for Financial Advisors

Looking for some new (and free) online tools to compare your performance to other advisors or to reach out to new clients? Here’s a good place to start. Also see: 9 Steps to Grow Your AUM With LinkedIn 7 Facebook Basics for Financial Advisors 10 Critical Social Media Tips for Advisors 10 Steps to Twitter Success for Financial Advisors

Social media platforms Facebook, LinkedIn and Twitter allow advisors to build new relationships and market their firms, but success varies from platform to platform.

Social media record keeping may become a larger challenge for firms as they keep pace with regulatory rules, Bank of America Merrill Lynch executive Douglas G. Preston said Wednesday at the Securities Industry and Financial Markets Association’s Social Media Seminar in New York.

A U.S. Trust survey reveals how three generations of wealth approach estate planning, elder care, and family privacy and security.

Advisors “are now at the point where they are asking, ‘What oar should I buy?’” said Blane Warrene, the CEO of Arkovi, a leading social media archiving service.

Social media is today's printing press and advisors have to be prepared for a new Rennaissance, according to Jason Seiden, the co-founder and CEO of Ajax Social Media Group.

Bank of America Merrill Lynch has introduced an iPad application for its corporate treasury clients using the online payment and invoicing system, Paymode-X.

Securities America is previewing changes to its advisor dashboard, and SA Mobile, a new mobile phone application that allows advisors to operate CRM programs and apprise clients of certain aspects of their accounts, the firm announced.

Financial advisors who use a technology that enables them to automate portfolio rebalancing for their clients can shave the process down from 350 hours annually to 100 hours, according to new research released by CEB TowerGroup.

Kasina has unveiled a new research report looking at how asset management and insurance firms are currently using mobile technologies to interact with their wholesalers and advisors.

They’re skeptical, cynical and probably way too dependent on mobile computing devices. But advisors who don’t make the effort now to target and cater to Generation X and Generation Y investors will pay a steep price in the next decade as their bread-and-butter Baby Boomer clients transition from wealth accumulators to wealth distributors.

Investors of all ages and incomes want more online services and features in order to be more informed and involved in their investment activities. And if they don’t get them from their financial advisors, they’ll find someone – if they haven’t already – who will.

Mounting operational demands, the rapid pace of technology change and shifting investor dynamics are making it difficult to innovate.

LinkedIn is a great resource for wealth managers looking to interact with existing clients or find new ones. Here’s a step-by-step overview to help grow your AUM.