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Financial Advisor
December 2007
David Lawrence |
Playing Nice Technology has revolutionized the financial services profession. However, in the rush to take advantage of technology, many practitioners have ignored the potential benefits of efficient use of technological systems.   |
Financial Advisor
June 2009
David Lawrence |
The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently. |
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. |
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
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. |
Financial Advisor
June 2012
David Lawrence |
The Right Fit Five steps that will help you choose the best CRM software. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Financial Planning
January 1, 2007
Joel Bruckenstein |
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. |
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
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." |
Registered Rep.
April 2, 2010
Jerry Gleeson |
Advisor Work Station Giants Roll Out Spring Upgrades Forget high-tech. What financial advisors are looking for in computer work stations these days is smooth tech, the ability to simplify the complex and sometimes mind-numbing tasks that are part of their daily lives. |
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... |
U.S. Banker
October 2002
John Adams |
Paint the Big Picture for The Elite--on Screen eMoney Advisor's Wealth Management Solution is a new product allowing both financial advisors and clients to have a single place to view the ongoing status of all their financial relationships. |
Financial Advisor
September 2006
Joel Bruckenstein |
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. |
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. |
Financial Advisor
October 2012
David Lawrence |
Outsourcing Made Easy Some providers can help an advisor run a more efficient practice. |
Investment Advisor
April 2006
Andrew Gluck |
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. |
Bank Technology News
September 2002
Elizabeth Logue |
Wealth management: Advisors Finally Waking Up to the Internet's Useful Influence Bucking the market once again, Charles Schwab is doing the unthinkable: encouraging financial advisors to use the Internet to service affluent customers. |
Investment Advisor
January 2006
Andrew Gluck |
The Gluck Report: Financial Planning's Future Financial planning software is better than ever. Here's a look at what the big four are up to: Financeware... Profiles+Professional... MoneyGuidePro... NaviPlan Extended... |
Investment Advisor
December 2006
Melanie Waddell |
More Than Just Account Aggregation Any advisor who's worth his salt knows that to adequately assess whether a client is on target to retire comfortably, he must have a handle on all of a client's assets. |
Financial Advisor
April 2004
Joel Bruckenstein |
TD Waterhouse Comes Of Age Service and technology drive the custodian's success. |
Financial Planning
December 1, 2007
Joel P. Bruckenstein |
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. |
Financial Advisor
November 2005
Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. |
Financial Advisor
February 2004
Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Financial Advisor
June 2009
Joel P. Bruckenstein |
Stepping It Up Broker-dealers are enhancing the technology they offer to advisors. |
Financial Advisor
February 2008
Joel Bruckenstein |
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. |
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. |
Investment Advisor
November 2007
Lauren Barack |
Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands. |
Financial Advisor
March 2012
Joel P. Bruckenstein |
Upping Their Game The latest versions of eMoney Advisor's wealth management software offer significant improvements. |
Financial Advisor
April 2010
Joel P. Bruckenstein |
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. |
Financial Advisor
March 2011
David Lawrence |
Open For Business More software firms that serve advisors are making it easier for them to integrate programs developed by others. |
Financial Advisor
December 2010
David Lawrence |
The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves. |
Financial Planning
February 1, 2013
Joel Bruckenstein |
AdvisorWorks Review: Aiming for Integration AdvisorWorks offers advisors an outsourced infrastructure and some smart features. But is it ready for broad use? |
Registered Rep.
October 21, 2015
Ryan W. Neal |
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners. |
Financial Advisor
July 2010
Joel P. Bruckenstein |
Best Of Both Worlds? From simple needs-assessment tools to the comprehensive and detail-oriented NaviPlan Extended software package, EISI's financial planning products cover the gamut of advisors' needs. |
Financial Advisor
January 2007
Sydney LeBlanc |
The Lost Art Of Consulting Technology streamlines a messy, time-consuming process, but some financial advisors and other consultants still like to get their hands dirty. |
Financial Advisor
September 2004
Joel P. Bruckenstein |
Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year. |
Financial Advisor
September 2010
Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs. |
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
April 2006
Joel Bruckenstein |
A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference. |
Financial Planning
December 1, 2010
Joel Bruckenstein |
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. |
Investment Advisor
June 2007
Lauren Barack |
Streamlining Broker/dealers are aiming for a one-click model for their technology platforms. |
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 2003
Joel Bruckenstein |
New And Improved Software providers enhance existing products for financial advisors and add new ones. |
Financial Advisor
July 2004 |
Commonwealth Offers Retirement Plans For Small Businesses and More Each plan type has no proprietary requirements and is available in both single and multi-fund platforms... NewRiver Launches FundPOINT Desktop... Bear, Stearns System For Advisors... Standard & Poor's Bond Pricing Service... etc. |
Bank Technology News
August 2004
Michael Sisk |
HNW Services: MassMutual's In the eMoney It's not often that a pilot program involving a mere four financial advisers yields $100 million in assets under management in 12 months, but that was the good fortune of Massachusetts Mutual Insurance Co. |
Financial Advisor
October 2004
David L. Lawrence |
Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations. |
Financial Advisor
November 2004
Joel P. Bruckenstein |
Opposite Ends Of The Spectrum Portfolio management software for the high-end and low-cost buyer. Portfolio Director... Orion Advisor Services... |
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... |
Investment Advisor
September 2006
Lauren Barack |
Going Mobile To compete, broker/dealers are improving their technology platforms, with an eye on mobility. |
