10 Ways to Connect With Clients Using Your iPad
Pershing CIO Ram Nagappan shares his favorite ways to use an iPad to make presentations anytime, anywhere.
Time for a Transition (XII): Adding Audio Files, Webinars to Your Online Presence
How podcasts, webinars and videocasts can help advisors build relationships while saving time and money.
Keeping It All in Balance
Schwab Institutional # of RIAs: Approximately 5,000 firms Web-based?: Yes, except for Portfolio Center. Cost: Primarily free. Does charge for Portfolio Center. Supports: Advent, dbCAMS, IAS and others Current...
The Virtual Face to Face
Dina Trebbe doesn't need convincing on how Web conferencing has improved her firm's relationship with its clients and investment advisors. "It's a wonderful tool," says...
Just like any small business, small financial planning firms struggle to offer top-notch technology without the luxury of having in-house IT experts. Trying to stay...