As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.
No hard sell on site, and the price is right
Brokers, planners, investment managers — everybody's crazy about Apple's ubiquitous portable reader
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
Registered investment advisers still looking to submit the new ADV Part 2 forms can take solace in the fact that there are some free and low-cost options out there to help complete that arduous task
Increasingly, e-mail blunders are coming back to bite financial advisers and the firms they work for
The BlackBerry PlayBook tablet is a solid device, both in general terms and in the engineering of its hardware
New offering by Actiance Socialite allows brokerages, advisory firms to Tweet without fear
Research in Motion Ltd., the maker of the ubiquitous BlackBerry, last week finally announced an arrival date for its much ballyhooed PlayBook tablet: April 19
Imagine giving your clients an interactive retirement calculator that is about as simple to operate as an Etch A Sketch but can handle complex hypothetical scenarios — all with no initial manual data input required
Since true out-of-the-box innovation in adviser technology is relatively rare, my antennae are always up, looking for new, interesting angles to share with readers
Financial advisers continue to amaze me with their ability to harness technology to do business in new, creative ways
While it'll never compete with Justin Bieber, one financial planner's You Tube post on standards of client care has become an unlikely hit. In fact, he's even attracted a million-dollar account thanks to the unusual come-on.
Apple's ubiquitous device enables sales force to ditch smart phones, laptops
Company set to launch Veo mobile app for popular electronic tablet
Wholesalers for J.P. Morgan Funds won't be able to complain about a bad back from hauling around a briefcase full of printed fund brochures and documents
