| Similar Articles |
|---|
 |
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, 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. |
Financial Planning
December 1, 2009
Joel Bruckenstein |
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. |
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, 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 Advisor
September 2010
Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs. |
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. |
Financial Planning
March 1, 2008
Dan Skiles |
CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice. |
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
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 Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Investment Advisor
July 1, 2011
Spenser Segal |
The Relationship Manager Customer relationship management software can help you grow your business, but many advisors don't take advantage of all that the technology has to offer. |
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
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 Advisor
July 2010
Bernie Clark |
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again. |
Financial Advisor
May 2006
David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
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
May 2012
David Lawrence |
Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why? |
Financial Advisor
June 2012
David Lawrence |
The Right Fit Five steps that will help you choose the best CRM software. |
Financial Advisor
February 2006
Joel Bruckenstein |
Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer. |
Investment Advisor
September 2008
Kara P. Stapleton |
Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms. |
Financial Planning
March 1, 2010 |
Special Report: Your Practice Management Questions Answered Advisors answer questions about practice management: Branding... Planning for growth... Coping with revenue roller coasters... more... |
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
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
July 2009
Moseley & Spencer |
Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology. |
Investment Advisor
April 2009 |
Upgrades News on advisors and their partners: Greenbaum and Orecchio changes name to Modera Wealth Management... EISI offers the Bear Market Plan... CRM Software releases ClientView Live... Prima Capital forms an alliance with Central Trust and Investment Co. ... |
Financial Planning
February 1, 2011
Lisa Martin |
Silent Partner Advisory businesses cannot survive on investment acumen and business model alone. Operations can make or break your dreams. |
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. |
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
December 2007
Joel P. Bruckenstein |
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. |
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 Planning
August 1, 2010
Joel P. Bruckenstein |
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. |
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
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
February 2009
Joel P. Bruckenstein |
The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral. |
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
December 2010
David Lawrence |
The Financial Plan Paradox Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves. |
Investment Advisor
August 2009
Adam Moseley & Wade Spencer |
New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases. |
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
January 2011
Andrew Gluck |
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. |
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. |
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 2011
Andrew Gluck |
2011 Tech Trends Advisors should notice these six developments over the coming year. |
Investment Advisor
October 2009 |
Upgrades What's going on: CRM Software announces major enhancements to Junxure... Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications... The Hartford Financial Services Group, Inc. has introduced online information sharing reports... |
Financial Advisor
October 2007
David J. Drucker |
Triumphant Technology For some advisors, nothing brings success like finding the right technology. Killer App No. 1: The Paperless Office... Killer App No. 2: iRebal... etc. |
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. |
Financial Advisor
September 2009
Andrew Gluck |
Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency. |
Financial Advisor
March 2010
David Lawrence |
A Key To Efficiency Advisors today have many choices when it comes to document management software. |
