The Mobile Race Continues as MFS, Laserfiche Launch Apps
Laserfiche users can use iPhone camera to place documents into the system, while MFS makes its website more Apple-friendly.
Pershing Co-CIO Announces 3 Big Technology Initiatives
Lucille Mayer steps into Suresh Kumar’s shoes and touts NetX360 for end clients, next-gen managed accounts and complete business solutions.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: Mobility
Within five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.
Toys or Tools: The Mobile Revolution
There’s no doubt that advisors are quickly adopting mobile technology.
Study Finds Jump in Advisors’ Use of Social Media on the Go
The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.
Top 10 Mobile Apps for Financial Advisors
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.
TD Ameritrade Adds Trading to Veo Mobile iPad App
TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.
Advisor Group Touts Plans at Confab
The Advisor Group’s three broker-dealers had strong results in 2011, according to President and CEO Larry Roth.
The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.
401(k) Strategies Even the Lazy Can Love: ASPPA Summit
Workplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.