Advisor Applications
Interactive Advisory Software Names New CEO
Interactive Advisory Software (IAS), a provider of a consolidated wealth management platform for independent financial advisors, has named John Philpott,a former advisor, as its CEO.
Advisor Group's FSC, Royal, And SagePoint B/Ds To Use Docupace For Document Management
Advisor Group, which is comprised of broker-dealers FSC Securities, Royal Alliance, and SagePoint Financial, has partnered with Docupace Technologies to offer Docupace's web-based workflow and document management solution to all of the firms' 4,800 independent financial advisors.
Free Videos Teach Private Wealth Managers & Financial Advisors About Search Engine Optimization
Financial advisors who want to learn about search engine optimization (SEO) can visit Advisor Products Learning Center, which features 18 videos about SEO techniques for private wealth managers, financial planners, and other independent financial advisors.
Does Dow Jones Understand The Independent Advisor Segment Of The Investment Advice Business?
Factiva, the gated business news service from Dow Jones, is getting a facelift and some new enhancements.
AdvisorVault Upgrade Results In 400% Increase In Speed
AdvisorVault, a fully-encrypted online application enabling financial advisors to share files with clients, has been upgraded to a server with 64-bit dual processors and six cores.
