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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 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
December 2010
Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise. |
Financial Advisor
June 2006
Andrew Gluck |
Portfolio Software Newcomers A look at three companies offering portfolio management software for your financial advisory firms: Cornerstone Revolutions... AssetBook From Major Technology Resources... PortfolioMinder... |
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 Advisor
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
Investment Advisor
September 2005
Andrew Gluck |
The Gluck Report, Part I: Second Act A Techfi pioneer returns with new portfolio management software: although Rob Major has some work to do over the next year or two to make AssetBook a viable competitor, there's a good chance he can overcome the hurdles. |
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. |
Financial Planning
December 1, 2005
Joel P. Bruckenstein |
The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio... |
Financial Planning
March 1, 2011
Joel P. Bruckenstein |
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. |
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 Advisor
September 2010
Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs. |
Financial Planning
August 1, 2010
Bill Winterberg |
Better Balance The unprecedented market volatility that the Great Recession brought during the past two years has put tremendous pressure on financial advisors' back-office technical and trading resources. |
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. |
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
May 2011
David Lawrence |
The Challenge Of Rebalancing Here are the pros and cons of using an automated system for this arduous task. |
Military & Aerospace Electronics
December 2005 |
Navigation radar with electronic charts The VisionMaster FT Chart Radar provides the navigator with a seamless integration of radar and chart functionality. |
Financial Advisor
September 2007
David Lawrence |
Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints. |
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
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. |
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. |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
Financial Planning
April 1, 2008
Joel Bruckenstein |
Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed. |
Entrepreneur
January 2007
Amanda C. Kooser |
Chart Art Business plans aren't just about the written word; they're also about visuals. Building professional looking pie, bar, area, radar, bubble and line charts has just gotten easier with an online offering from Business Resource Software. |
Financial Advisor
August 2006
Raymond Fazzi |
Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them. |
Financial Advisor
August 2010
Raymond Fazzi |
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. |
Investment Advisor
May 1, 2011
Dan Skiles |
Should You Use a Rebalancing System? If you frequently use model portfolios, a rebalancing system may make your firm more efficient |
AskMen.com
September 10, 2002
Peter Richmond |
Radar Detectors: Avoiding Speeding Tickets Unfortunately, the radar detector industry has produced few effective detectors that can actually counter police radar fast enough to give you sufficient time to react before it's too late. That's why I took the challenge to find the world's best radar detector. |
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. |
Investment Advisor
October 2010
John Sullivan |
Tom Bradley's Vision for the Future The head of TD Ameritrade Institutional looks back on 25 years with the company, and speaks frankly about the keys for future advisor success |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
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
January 2009
Sherri Scordo |
Wealth Of Knowledge Find the answers you and your advisory staff need to be successful in a virtual world at the T3 conference. |
Financial Planning
January 5, 2008
John J. Bowen Jr. |
Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community. |
Defense Update
July 2008 |
New F-16 Avionics Upgrades Introduced at Farnborough 2008 Several companies, primarily U.S. based are responding to requirements from current operators, to enhance the operational life of the aircraft and introduce new technologies that could extend its usability for many years. |
