Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Better Odds Playing Powerball Than Picking Best Mutual Fund
Not only are the odds of picking the best funds low, investors who pick winners often dump them before their worth is proven.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
Harold Evensky’s New Adventure
Evensky on what questions he plans to research for the advisory profession and what's next for his firm.
Making Your Future Happen in 8 Easy Steps
Going independent? Stuck in a trough? Take a snapshot of your goals, share it with your team and go for it.
Ex-LPL, Schwab Recruiter Opens Office to Help Advisors Go Indie
The complexity of options for advisors wanting to go independent requires a new type of service, according to Al McIntee.
Monte Carlo Simulation: Beware of This Mistake, Advisors!
Many advisors are using Monte Carlo; many are using it incorrectly. Keep GIGO in mind, to begin...
Five Tech Steps to Start 2012 Right
Moving from one year to the next provides a natural opportunity to evaluate and plan.
LinkedFA Fights LinkedIn in Trademark Dispute
LinkedFA, a social networking site designed specifically for financial advisors, is fighting a trademark infringement opposition filed by LinkedIn over the use of the word “linked.”