Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
A nasty little spat has broken out in the Twitterverse between Dave Ramsey and advisers. The radio host went as far as to tweet 'I help more people in 10 min. than all of you combined in your ENTIRE lives.' | <b><a href="http://www.investmentnews.com/article/20130603/FREE/130609994">Read the tweets</a>.</b>
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Venerable app gets four out of five stars on Schwab site; 'dated'
Some interesting new financial- adviser-specific data are coming out of Twitter by way of Texas Tech University. It isn't about tweets, but research based on analyzing all those tweets.
Self-proclaimed 'big dog' Dave Ramsey bites back at financial advice community that questioned his investment advice on Twitter.
Tools that can work directly with clients, are 'implementation oriented' are high on wish list.
While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.
Facebook Inc.'s 6.3% drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011.
While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.
Timing unclear but mockups likely at the firm's annual Insite conference in June
More using social media to stay in touch with clients, keep up to date.
