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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.
Financial Advisor August 2007 Andrew Gluck	Help Wanted So many vendors are trying to serve independent advisors these days that it's impossible to keep up with them all. Here are two that serve specific needs: AdvisorImpact... SunBridge Inc...
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...
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 Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Investment Advisor November 2006 Lauren Barack	Plug 'N Play Financial planning software firms are streamlining their programs -- even down to those client graphs and charts.
Financial Advisor October 2007 Andrew Gluck	Evaluating CRM Choices If you are not using a CRM system to record notes about every client contact, to track workflow and to store key data about your clients, you probably won't ever be a great financial advisory firm.
Financial Planning December 1, 2011 Joel Bruckenstein	Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too.
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.
Investment Advisor March 2007 Robert Huebscher	Getting It Together To give good advice, financial advisors need good information. Account aggregation is the key to good information
Financial Advisor October 2007 Mark Fadiman	Nurturing Growth How CEG Worldwide helped wealth management evolve from buzzword to industry discipline.
Registered Rep. October 28, 2015	Morningstar: Smart Data In a year when "big data" became the hot topic in the financial advisory space, one long-standing aggregation company stood out.
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 October 2005 Andrew Gluck	The Gluck Report, Part I: Enter the Giant Intuit has developed a portfolio management system for advisors. Moving into the advisor channel is but the latest in a string of efforts to target niches in small business verticals.
Investment Advisor January 2007 Lauren Barack	The Gatekeepers Advisors want their portfolio management software to give investors access to data -- just not too much.
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 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 November 2012 Andrew Gluck	Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble.
Financial Advisor October 2006 Andrew Gluck	The Best Software You Might Never Own Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.
Financial Advisor May 2006 Tracey Longo	What Have You Done For Me Lately? The race is on among independent broker-dealers to recruit more top fee-based advisors.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
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.
Financial Advisor September 2012 Mary Rowland	Black Box Retrieval Part III of Gregory Curtis's new book, The Stewardship of Wealth: Successful Private Wealth Management for Investors and Their Advisors, is about investing, which Curtis says is the section most important for financial advisors.
On Wall Street June 1, 2011	The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more.
Financial Planning October 1, 2010 Joel Bruckenstein	What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs.
Financial Advisor July 2008 Andrew Gluck	Process Can Make Your Firm Great Ironically, financial advisors -- planning professionals -- often fail to plan strategically for their own businesses. Creating business processes is key to running a successful financial advisory practice and making your firm great.
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 Planning December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Financial Planning April 1, 2012 Donna Mitchell	Flying Solo If some advisors are committed to going it alone and maintaining their independence in the fullest sense of the word, industry observers say they will have to implement smart planning for their own practices.
Investment Advisor August 2007 Robert F. Keane	Speaking Out Don't be shy about marketing yourself. You have a story to tell. The reality is that most financial advisors think marketing is a dirty word, but properly promoting yourself can bring you more of the types of clients that you want.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Advisor April 2007 Andrew Gluck	Silver Bullets And Web Services Web services have been around six years, but they are just starting to offer what advisors need.
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...
Financial Advisor January 2004 Dorothy Hinchcliff	Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers.
Financial Planning October 1, 2009 John J. Bowen Jr.	Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories.
Financial Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
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. December 6, 2011 Charles Paikert	Banner Year for Account Aggregation, but Pricing Questions Remain Driven by client demand, technology advances and increasing advisor interest, 2011 has been a banner year for account aggregation, but wealth managers are divided on how to price the service.
Financial Planning April 1, 2008 Bob Veres	The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry.
Financial Advisor May 2005 Lavine & Liberman	Uncertain Future The Fidelity Executive Forum raises issues about where the money management industry is headed.
Investment Advisor May 2006	Making the Future Happen The 25 most influential people in and around the investment advisory profession: Ron Roge... Dick Averitt... Tony Batman... Ben Bernanke... etc.
Investment Advisor March 2009 Melanie Waddell	Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning.
Financial Planning September 1, 2011 Temma Ehrenfeld	Person of Interest: Asking Clients for Feedback Few planners ask their customers to evaluate them. Julie Littlechild is on a mission to change that.
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 January 2009 Rebecca Pomering	Turning Turbulence Into Growth Turmoil is creating big opportunities.
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 September 2008 Andrew Gluck	Reeling In Freelancers Advisory firms have adopted some aspects of a virtual office, and the most captivating among them is hiring freelancers over the Web instead of using staff.
Financial Advisor July 2012	Advisor Emporium First Allied launches Women's Impact Network... Fidelity starts Global Equity Income Funds... ProShares launches Covered Bond Fund...
Investment Advisor November 16, 2010 Olivia Mellan	Future Imperfect Six pioneering advisors and observers present a likely view of the essentially unknowable. I asked several well-respected thinkers and planners about the most significant challenges that financial advisors will face.