While it'll never compete with Justin Bieber, one financial planner's You Tube post on standards of client care has become an unlikely hit. In fact, he's even attracted a million-dollar account thanks to the unusual come-on.
Apple's ubiquitous device enables sales force to ditch smart phones, laptops
Company set to launch Veo mobile app for popular electronic tablet
Wholesalers for J.P. Morgan Funds won't be able to complain about a bad back from hauling around a briefcase full of printed fund brochures and documents
The Securities and Exchange Commission recently began a "sweep" of investment advisory firms to gather information about their use of social media. (Read: <a href=http://www.investmentnews.com/article/20110214/FREE/110219962>'SEC said to 'sweep' advisory firms'.)</a>
With an eye toward addressing the industrywide challenges of effective client profiling, Omyen Corp. has developed the Personal Financial Index
Increasingly, social media the choice for reaching out to prospects
The Securities and Exchange Commission is said to have begun a sweep of registered investment advisers' use of social media and social networking, according to officials at an industry compliance firm.
The SEC and Finra are taking a closer look at how financial advisers use social networking
There has not been a lot of news coming out of this year's Technology Tools for Today conference (it is being held in Weston, Florida this year).
Mobile application sure to attract attention from users of Apple's ubiquitous smartphone
College planning is one area where financial advisers can really stand out from the crowd
Most business came to a halt throughout the Midwest two weeks ago when a massive blizzard forced workers to take a snow day, but financial advisers said they were good to go
Zephyr Associates Inc., probably best known to financial advisers for its StyleAdvisor and AllocationAdvisor products, is now providing a free peek at separately managed accounts performance analytics
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
