Small advisory firms shopping for modestly priced portfolio re-balancing and trade order management software might want to look into Rebalance Express.
Fortunately for financial adviser Robert Bolen, the recent floods that inundated Nashville, Tenn., skirted his office in suburban Brentwood.
Between the latest inspirational ad circulating on national television narrated by that silver-tongued Peter Coyote and all my compatriots writing about them [yes, I'm talking about your iPad for advisers coverage Bill Winterberg], I just knew I'd get a press release like this any day now.
Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites
Why 20 advisers shelled out $300 apiece in hopes of finding ways to use social-media in their respective businesses.
LPL advisers can now sign up for training to use a re-balancing tool that was introduced last week as part of a new initiative for adviser-facing technology.
PriceMetrix Inc. is introducing a market-based commission guide today that financial advisers can use to determine what to charge for commissions on securities trades.
The SEC's Regulation S-P puts many advisers in a bind.
Apple Inc.'s introduction of the IPad help boost the investment value for its top 20 owners by as much as $16.9 billion since the day before Chief Executive Officer Steve Jobs unveiled the device.
After handling several technology presentations at industry events — where I was forced to haul my heavy laptop through airports so I could hook it into a bulky projector — I decided to look into lightweight alternatives.
Advisers once annoyed by LPL Financial's decision to move brokers from three acquired firms off Pershing LLC's clearing platform say they're pleasantly surprised by how the independent broker-dealer has eased their transition.
Before calling a financial adviser recently, I checked out his website, as I always do to prepare for an interview.
Central to Commonwealth's updated platform are householding and better tool integration
