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Financial Advisor October 2009 David Lawrence	Making Yourself Heard Consider new approaches to communicate effectively with clients.
Financial Advisor November 2005 Joel Bruckenstein	Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive.
Financial Advisor August 2008 David J. Drucker	Keeping The Lines Open Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts.
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.
Financial Advisor May 2008 David Lawrence	Getting The Word Out There are several ways to enhance communication with clients without necessarily increasing the workload for yourself and/or your staff.
Financial Advisor November 2010 Joel P. Bruckenstein	A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Financial Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
Financial Planning April 1, 2012 Joel Bruckenstein	Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
Financial Advisor December 2004 David L. Lawrence	CRM: An Efficient Client-Centered Model Defining your relationship with a typical client is the most basic and fundamental aspect of a financial practice. Software programs can make client relationship management easier. Here are a few examples.
Financial Advisor June 2009 Joel P. Bruckenstein	Stepping It Up Broker-dealers are enhancing the technology they offer to advisors.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Financial Advisor May 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
Financial Advisor February 2, 2009 David Lawrence	A Closer Look At Differentiation Web sites and credentials are two avenues to explore to help financial advisors stand out.
Financial Advisor March 2012 David Lawrence	Creating A Social Media Policy Financial advisors are wise to embrace the new communication medium. But, there are a number of issues to be addressed as they embark on a communications strategy.
Financial Advisor February 2012 Joel P. Bruckenstein	An Integrated Cloud Solution External IT wants to be your cloud provider.
Financial Advisor January 2004 Joel Bruckenstein	What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0...
Registered Rep. March 23, 2011 Philip Palaveev	How To Handle An Imploding Broker/Dealer As we watch one independent broker/dealer after another succumb to regulatory action, financial problems or consolidation, many advisors are questioning the security of their very livelihoods.
Financial Advisor August 2006 David L. Lawrence	A Prescription For Success Here are three examples of subscription data service Web sites for financial advisors: Morningstaradvisor.com... Standard & Poor's Advisor Insight... Sageworks...
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.
Investment Advisor February 2010 Lewis Schiff	The Affluentialist: Trends in Client Communication The pressure for greater efficiency and convenience is propelling advisors to try new means of communication. Not surprisingly, most new channels appear with new technologies or updated applications of old techniques.
Registered Rep. April 9, 2012 Philip Palaveev	Advisors at Acquired Firms Must Decide: Stay, or Go? Here's Some Tips Staying or going is a critical decision for your practice and given the gravity and consequences of that decision every advisor should take control of the situation. Whether you are staying or going, you should do that on your own terms and not let indecision be the final arbiter.
Investment Advisor May 1, 2011 Joni Youngwirth	Marketing 101: Answers to 10 Common Questions The long-term rewards of a good marketing campaign will more than pay for the challenges
Financial Planning July 1, 2013 Joel Bruckenstein	Tech Review: New Digital Content Services Two new services allow advisors to deliver online content to clients and prospects via social networks.
Financial Planning July 1, 2010 Marie Swift	What Have You Done For Me Lately? Do your clients understand the true value of what you do? Your best defense may be to make sure that you're articulating the value of the various services you perform.
Registered Rep. October 28, 2015	Advent: In a Diverse Industry, Customization is Key The problem with most client-facing portals for financial advisors is that they take a one-size-fits-all approach.
Financial Planning June 1, 2008 Philip Palaveev	Be Careful What You Wish For Understanding the advisor and independent broker-dealer relationship.
Financial Advisor August 2004 Sydney LeBlanc	Independent Broker-Dealers Improving SMA Programs Historically, independent advisors have been forced to sit on the sidelines while wirehouses led the way in products and technology for separately managed accounts. Increasingly, things seem to be changing.
Financial Advisor November 2007 Andy Gluck	Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc.
Financial Advisor August 2012 Karen DeMasters	The Great Migration Though they aren't moving as fast as they were a few years ago, advisors are still in play for independent broker-dealers.
AFP eWire June 13, 2005	Website Back to Basics: Site Search A search field is more than a convenient tool for web visitors. It is a fundamental component of the visitor/donor experience because it is a window on visitor needs and desires.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
Financial Advisor July 2004 Tracey Longo	Clearing Firms Come Courting With clearing industry players so clearly targeting advisors, competition for advisor business is likely to get even more interesting very soon.
Investment Advisor October 2007 Julie Littlechild	Got a Minute? A big study finds that the best financial advisors are efficient in two different ways.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.
Financial Advisor January 2012 Brian Hamburger	Who Will Start The Revolution? Big firms give "Big Brother" nod to social media.
Investment Advisor October 2005 Melanie Waddell	The Playing Field: Welcome to the Family Becoming a wealth manager is not quite as easy as it looks. But the mid-tier millionaires are underserved, so honing skills and capturing some of them as clients should be on every financial adviser's list.
Financial Advisor January 2006 Sydney LeBlanc	Embracing The F Word US Fiduciary offers a business model that is attracting ultra-high-end advisors who want to be fiduciaries.
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.
Financial Advisor May 2005 David L. Lawrence	Efficient Communication Ideas For Remote Advisors For many financial advisors, working in a remote environment with clients is an everyday challenge. But new Web-based and consumer electronic technology make reaching out a lot easier.
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.
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.
Financial Advisor March 2005 Tracey Longo	The Watchdog Inside Your Firm The SEC is making your chief compliance officer a whistleblower. Advisors' success with regulators in 2005 will depend largely on whether they trip themselves up or are able to create a business model that is better aligned with their clients.
Financial Advisor September 2005 Bruce W. Fraser	How To Survive The SEC Assault Advisors cite a new, more demanding compliance environment. Despite the extra financial and time burden, many advisors feel much better about their businesses, having gone through the compliance process.
Investment Advisor September 2006 Lauren Barack	Going Mobile To compete, broker/dealers are improving their technology platforms, with an eye on mobility.
Financial Advisor July 2007 Tracey Longo	The Big Picture Clearing firms stake their future on helping financial advisors' businesses grow.
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.