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Raymond James advisers employ new financial planning software
A little more than a year after Raymond James introduced its Goal Planning and Monitoring software powered by MoneyGuidePro to its advisers, the firm reports that the software has been used to create 50,000 financial plans.
NaviPlan financial planning desktop products to be discontinued
NaviPlan financial planning desktop products to be discontinued ‘Product sunset notification’ catches user off guard By Joyce Hanson NaviPlan financial planning products for desktop computers will be discontinued as the owner develops its NaviPro products for online use. In a “product sunset
Technology to boost customer service and lift AUM? It exists.
ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?
LPL signs deal with Millennium Trust for rollover leads
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
Workflow platform could revolutionize the way advisers use technology
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads. Schwab
Advisers whipped by new website projects
Financial advisers who have recently upgraded their firm websites unanimously agreed that the projects were more taxing than they expected.
Schorsch's RCS Capital signs smart-data lead generation deal with Vestorly
As it pursues a series of broker-dealer acquisitions, RCS Capital Corp. has signed on with smart-data technology startup Vestorly in a digital-marketing deal designed to connect brokers with client prospects.
Pershing integrates third-party tech into NetX360 adviser platform
NetX360 will now offer portfolio management and re-balancing solutions from Blaze Portfolio and Portfolio Pathway, as well as Laser App forms management and configuration tools. In addition, NetX360 users will have access to Ebix Smart Office CRM software via a single sign-on.
NewSpring Holdings acquires Wealthcare Capital Management
Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.
How technology made our SEC audit easier
Sheryl Rowling dishes on how technology helped her firm managed through a recent examination by the Securities and Exchange Commission. It made a difference.
Crowdfunding gets entrepreneurs knocking on wealth manager's door
FMB Wealth Management is offering entrepreneurs a crowdfunding platform that provides access to big-money accredited investors whose deep pockets can make a difference for startups.
CleverDome uses insider's view to build software for indie brokers
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and
Personal Capital debuts investment management tool
The company's latest web product to track portfolios joins the efforts of rivals including Jemstep, Betterment and FutureAdvisor
Promising new products that could enhance adviser productivity
A well-established product for independent advisors is moving to a platform that will provide increased flexibility and may attract new categories of users. News that didn't make the broadcast: Dell sells its majority stake in Smarsh to investment fund Toba Capital from Bloomberg Businessweek. Dell
Chock full of new goodies from T3 Enterprise
An insider's highlights from networking, vendor educational sessions and exhibits.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly