Technology & Communications

Technology & Communications (38)

Technology Glitch Hits Morgan Stanley

An influx of year-end rebalancing orders at Morgan Stanley’s wealth management division has impaired the firm’s ability to tweak customers’ accounts, according to an unnamed source. So reports Fox Business.

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Avoid Emotional Decisions When Tech Shopping

It’s easy to become excited about making new technology acquisitions, but advisors should follow a few simple steps to make sure their computer purchases aren’t overly emotional. So reports ThinkAdvisor.

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Start-up Firm Seeks to Simplify Social Media Marketing

start up helps financail advisors with social media

Start-up firm Finect seeks to simplify marketing with social media by allowing investment professionals to manage different social media platforms, including Twitter and Linked, in a single location, reports AmericanBanker.com.

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Advisors Favor iPads Over Laptops

Financial Advisors Use iPads

Among respondents to a recent Booz & Company survey of financial advisors, 80% say they are using an iPad instead of a laptop when out of the office, reports Wealth Management.

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Are Your Mobile Devices Secure?

English: SHARP Smartphone SH-12C Front 日本語: AQ...

For some advisors, smartphones and other portable devices, are a godsend that allows them access to client data on the go. For others, it can be a nightmare.

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Is Social Media Worth the Effort for Advisors?

Facebook for Financial Advisors

Social media has become a powerful tool for capturing new clients and raising assets, and many broker-dealers are encouraging their advisors to use the online communities. But is it right for you?

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TRX Integrates Rebalancing Software with Morningstar Product

Old two pan balance

 

Total Rebalance Expert (TRX) has integrated its portfolio rebalancing software with Morningstar Office, which is a platform with research and analytical data on mutual funds, stocks and other investments, reports advisors4advisors.

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iPad Mini: A Powerful Tool for Road Shows?

The new iPad Mini is being scrutinized by many investment advisors as to whether it can be a powerful and portable computer with attractive features for making presentations when on the road. Read more...

Should Advisors Pass on Windows 8?

Advisors often wait for a major upgrade to the Windows operating system upgrade to replace their computers and expand their technology capabilities. But while many advisors are understandably curious about upgrading to Windows 8, should you take the plunge?

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