My eMoney Review: Good, but What’s With Monte Carlo?
I’ve found eMoney to be one of the best options on the market today for financial planners, but I’ve also found two curious issues with the software.
What Fiduciary Advocates Can Learn From SCOTUS Ruling on Gay Marriage
Extensive discussion, and personalization, of a once taboo topic moved public opinion before the Supreme Court ruling.
Is Your Technology Ready for an Audit?
When it's time to face a regulatory audit, you can expect it will involve a lot of work: reviewing your firm's adherence to regulatory rules, producing any number of documents and reports, evaluating the procedures and processes followed, and ultimately identifying potential risk areas.
The Precisely Right Way to Cold Call
Here's how precision cold calling works.
How Advisors Should Explore the Social Media Universe
The digital parallel world opens a new frontier of financial marketing and communication
What Makes an Advisor Blog Great?
Blogging can give a powerful boost to a financial advisor's career—if done right.
TD Ameritrade’s Apple Watch App Puts Markets On Your Wrist
TD Ameritrade Mobile's new app lets clients view their customized watch lists, stock summary and major indexes on the Apple Watch.
Krawcheck: Want to Shrink Your Business? Ignore Women
“The retirement crisis is a women's crisis,” Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the Robots
The platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
6 Social Media Strategies for Advisors
Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.