Capture the assets of retiring baby boomers by branding your practice to highlight your retirement expertise.
Upon the conclusion of a talk about achieving fiduciary excellence that I delivered April 28 at the Mountain States Public Employee Retirement Systems Forum in Denver, and sponsored by the Investment Management Network LLC of New York, an attendee approached me and asked, “What are my obligations as an investment committee member with respect to voting proxies?”
BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.
A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.
A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.
The largest IDB will allow RIAs to hold fee-based assets with outside custodians; it's also rolling out its own custody platform for RIAs later this year.
Most everyone in the financial industry wants to move from paper to electronic documents, but firms that have rolled out systems to do so — and the broker-dealers providing technical assistance — agree that it will take one to three years to recoup the investment of capital in hardware, in software, and in the time needed to train staff and integrate the new systems into firms' work flow.
Backing up computer files is a vital but tedious way to protect a financial practice.
Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.
The average cost for Section 404 compliance was $1.7 million, according to a Financial Executives International survey.
Position your practice at every board meeting and reinforce your board members’ willingness to continue as a resource.
Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").
What do you get when you combine an electronic-circuit designer turned accountant with an equity analyst turned fund manager, both of whom like to dabble in programming?
As identity theft continues to wreak havoc on the American public, including those in the financial services industry, firms are rushing to patch up holes in their online defenses with the newest software and processes.
Deepen client relationships and outside resources through a client advisory board.
The software vendor eMoney Advisor Inc. added five new modules to the latest version of eMoney 360, its suite of online financial planning tools.
The Motley Fool and Mint.com have announced a partnership in which they will link to each other’s websites.
While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.
It's now time to share your communications plan with your team and top clients.
