Technology & Communications (38)
Technology Glitch Hits Morgan Stanley
- Friday, 03 January 2014
- Technology & Communications
- Written by PFA News
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.
Read more...Avoid Emotional Decisions When Tech Shopping
- Saturday, 09 November 2013
- Technology & Communications
- Written by PFA News
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.
Read more...Start-up Firm Seeks to Simplify Social Media Marketing
- Saturday, 27 April 2013
- Technology & Communications
- Written by IAW News
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.
Read more...Advisors Favor iPads Over Laptops
- Saturday, 30 March 2013
- Technology & Communications
- Written by IAW News
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.
Read more...Are Your Mobile Devices Secure?
- Sunday, 24 February 2013
- Technology & Communications
- Written by Staff Writer
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.
Read more...Is Social Media Worth the Effort for Advisors?
- Monday, 28 January 2013
- Technology & Communications
- Written by Staff Writer
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?
Read more...TRX Integrates Rebalancing Software with Morningstar Product
- Sunday, 16 December 2012
- Technology & Communications
- Written by IAW News
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.
Read more...Top Challenge: Finding Best Back-Office Capabilities
- Sunday, 02 December 2012
- Technology & Communications
- Written by IAW News
Advisors say finding the best back-office capabilities and technology is one of their top business challenges.
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- SJ Financial
- United States
- Bank
- Credit score
- Magazines and E-zines
- Loan
- Statesman Journal
- Small business
- Business
- Joomla templates
- SJ Financial
- Joomla templates
- SJ Financial
iPad Mini: A Powerful Tool for Road Shows?
- Monday, 12 November 2012
- Technology & Communications
- Written by Staff Writer
Should Advisors Pass on Windows 8?
- Monday, 12 November 2012
- Technology & Communications
- Written by Staff Writer
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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