Fintech

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YOUR PRACTICE FINTECH OCT 02, 2013
The death of the out-of-office auto-response

Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?

YOUR PRACTICE FINTECH SEP 29, 2013
Out-of-office replies outdated

YOUR PRACTICE FINTECH SEP 29, 2013
B-Ds break social-media habits

YOUR PRACTICE FINTECH SEP 29, 2013
ReportCheck hits a home run

YOUR PRACTICE FINTECH SEP 27, 2013
Tech training: A missing best practice

There is a clear link between success of your people and the amount of investment you make in training and professional development.

YOUR PRACTICE RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

YOUR PRACTICE FINTECH SEP 26, 2013
Finra goes social

Broker regulator uses Twitter, digital video to release board decision.

YOUR PRACTICE FINTECH SEP 24, 2013
Honoring the firms with the best practices

First annual best practices awards recognizes 24 advisory practices.

YOUR PRACTICE FINTECH SEP 24, 2013
Why don't more advisers adopt "no brainer" technologies?

Need to challenge your technology assumptions to make progress.

YOUR PRACTICE FINTECH SEP 24, 2013
TECH TALK: Confessions from an adviser who misses her BlackBerry

Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.

YOUR PRACTICE FINTECH SEP 23, 2013
To gain freedom, go mobile

YOUR PRACTICE FINTECH SEP 23, 2013
More on IDC's Market-Q Mobile

An attractive HTML5 tablet offshoot to the popular desktop market data application.

YOUR PRACTICE FINTECH SEP 23, 2013
IDC launches Market-Q Mobile

YOUR PRACTICE FINTECH SEP 20, 2013
Top firms use technology to bolster client relationships

Panelists on <i>IN</i> webcast agree increased connectivity requires advisers to fill the digital void.

YOUR PRACTICE FINTECH SEP 20, 2013
Advisers: Time for a tech wake-up call

How is it that in 2013, paperclips, glue and excel spreadsheets are still being used by many firms to manage trillions of dollars of client assets?

YOUR PRACTICE FINTECH SEP 20, 2013
TECH TALK: 3 critical tips for working with data vendors

When it comes to data storage, tech expert Gregory Friedman says beware your vendor's fine print

YOUR PRACTICE FINTECH SEP 19, 2013
An analytics tool better than Google for advisers?

When it comes to discovering whether your site rocks or just another rock in the bottom of the ocean, maybe its time to get to know Alexa.

YOUR PRACTICE FINTECH SEP 18, 2013
The Buzz: Lessons from Finovate

YOUR PRACTICE FINTECH SEP 16, 2013
Turning 'friends' into clients

Real-life stories of advisers and their social-media strategies

YOUR PRACTICE FINTECH SEP 13, 2013
Tech firms strike partnership with universities to bolster financial planning

FAStech formalizes ad hoc network of platforms to give students entree into tech world.