HTML 5 solves a really important problem. Since it works on a range of devices, it means developers don't have to write apps for each operating system. Advisors will want to be aware of this trend as they look for apps they and their clients will be able to use on a range of different devices.

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The new materials will broaden the scope of the financial advisor’s deliverables, as well as allow an advisor to become well-versed on a particular financial planning topic quickly.   Commonwealth Financial Network today announced a multiyear agreement with Forefield, a division of Broadridge Financial Solutions, Inc., to offer its research package subscribers a complimentary suite of web-based education and client communication solutions.   Broadridge's main product for BDs has been Investigo, a portfolio accounting and reporting system. It competes with Albri

Schwab Advisor Services, the biggest of custodians serving independent investment advisors says will by the end of the year launch an integration with LaserApp.   LaserApp boosts an advisor's efficiency by eliminating redundant data entry in filling in client forms.   Eighty of the most commonly used forms will be available and advisors can submit applications online to obtain a Schwab account number, says a Schwab press release.   "The integration helps improve internal processes by reducing the effort and inherent errors associated with manually complet

Sorry for the play on words but it’s true. Being earnest on the Web—having your name associated with credible ideas and websites—is a way to improve your search engine ranking.   Posting blogs that speak truth, writing for your local newspaper every week, posting videos on YouTube, and posting links to your website from other professionals--are all key factors in helping you boost your online presence and using the Internet for marketing.   Reviews of your firm on Google Places, which must be earned by giving good service to consumers, is another factor, as is th