Fidelity Investments introduced a free online Roth IRA conversion calculator Tuesday for its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC.
New versions of Profiles Professional and Profiles Forecaster are available from Emerging Information Systems Inc.
Most financial advisers with whom I speak say that they look forward to generating quarterly reports and client presentations about as much as they do to an SEC audit.
Advisers should always kick the tires and look under the hood of any software they buy for their practice.
Sheila M. Chesney likes it when clients look at reports detailing how their portfolios have performed, and tell her that they really understand what they are looking at.
Many advisers feel stymied when it comes to adopting social media. But for independent registered investment advisers whose main hurdle has been lack of a low-cost archiving, help is on its way.
Financial advisers love websites and applications that increase their efficiency and improve interactions with clients — even if those online tools are not specifically designed for advisers.
Several websites are now available to assist and guide advisers and their clients through the process of legacy planning.
