Despite dissatisfaction with the level of integration among the products they use, most financial advisers are satisfied with their technology.
U.S. protocol credited with reducing litigation from adviser hiring
As part of an online extra for this week's Tech Update column on Trust Company of America's new Liberty client interface (and soon adviser interface in addition) I said I would publish more of my interview with Dave Curry.
Not interested in taking a meeting — at least, not in person
Full disclosure on recruiting packages? Bring it on!
Two experts discuss whether aspiring financial planners should go to graduate school
New series of shorts featuring mobile tech tips for day-to-day business
FAA rethinking rules about use of mobile devices on planes; more leg room in coach would be nice, too
This twitter brigrade includes smart folks to follow and planners building their own
Despite continued market volatility, it appears as though the independent investment advisory world has finally turned the corner and moved beyond the worst of the recession that followed the “mortgage meltdown.”
