Fintech

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YOUR PRACTICE OPINION AUG 08, 2012
The Interactive Adviser: Expanding your firm online

More and more advisers are posting, tagging and tweeting their way to business growth

By John Anderson
YOUR PRACTICE FINTECH JUL 27, 2012
Take the InvestmentNews second annual technology usage and satisfaction survey [darn it]

The survey will close on Tuesday.

By Janowski Davis
YOUR PRACTICE FINTECH JUL 23, 2012
Google Nexus 7 a sellout?

By Janowski Davis
YOUR PRACTICE FINTECH JUL 22, 2012
Document management is key

By Janowski Davis
MSSB advisers get green light for social media
YOUR PRACTICE FINTECH JUL 17, 2012
MSSB advisers get green light for social media

Morgan Stanley Smith Barney has given its more than 17,000 financial advisers clearance to start using social-media networks. The challenge now? Getting them to use it.

By AOSTERLAND
YOUR PRACTICE RIAS JUL 15, 2012
Custodians add online services

By Janowski Davis
YOUR PRACTICE FINTECH JUL 08, 2012
Russell's new tool allows quick analysis of portfolios

By Janowski Davis
YOUR PRACTICE FINTECH JUN 25, 2012
Social-media seminar offers lessons for firms

By Janowski Davis
YOUR PRACTICE RIAS JUN 25, 2012
Advisers' primary challenges when using social-media sites for business purposes

By mlanche
Kitces: 11 blogs for all financial advisers to follow
YOUR PRACTICE FINTECH JUN 25, 2012
Kitces: 11 blogs for all financial advisers to follow

While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, <a href="https://www.kitces.com/blog/">Nerd's Eye View</a>, maintains a list of blogs specifically relevant for financial advisors.

By Michael Kitces
Shorts no friend to Facebook as shares dip below $30
YOUR PRACTICE FINTECH JUN 20, 2012
Shorts no friend to Facebook as shares dip below $30

Puts outnumber calls 3 to 1; 'people are disillusioned'

By John Goff
YOUR PRACTICE FINTECH JUN 17, 2012
MSSB takes lead as wirehouses tiptoe into unfamiliar territory

By AOSTERLAND
YOUR PRACTICE FINTECH JUN 17, 2012
For this adviser, the blog's the thing

By Robert Hordt
YOUR PRACTICE FINTECH JUN 17, 2012
At Raymond James, social media is valuable communication tool

By Bruce Kelly
YOUR PRACTICE FINTECH JUN 17, 2012
Five ways to exploit social media

By Janowski Davis
LinkedIn gave a firm a head start in race to land clients
YOUR PRACTICE FINTECH JUN 17, 2012
LinkedIn gave a firm a head start in race to land clients

When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success.

By Lavonne Kuykendall
YOUR PRACTICE FINTECH JUN 17, 2012
Cloud version of Junxure on the way

By Janowski Davis
Kitces: Social media as drip marketing for financial planners
YOUR PRACTICE FINTECH JUN 13, 2012
Kitces: Social media as drip marketing for financial planners

By Michael Kitces
YOUR PRACTICE OPINION JUN 13, 2012
The financial adviser's quick guide to social media archiving

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill&#8212;FINRA and SEC compliance standards.

By Amy McIlwain
YOUR PRACTICE RIAS JUN 13, 2012
Clients want tech - but advisers still stalling

By AOSTERLAND