Advisor Applications
The Silver Bullet For Financial Advisors Is Dead! Long Live The Silver Bullet For Financial Advisors!
Financial advisors don’t need an all-in-one app that does financial planning, CRM, and portfolio reporting. They need apps that do one thing great.
Morningstar Launches New Analyst Research Center Module For Advisors
Morningstar, Inc. yesterday launched a new credit research module providing corporate credit reports and ratings on 700 global issuers.
Cost Basis Basics: Preparing For The New Reporting Requirement
While it's easy to pick on Advent Software because of the company's strategy with independent advisors, there are some things te company does well. Its summary of the news cost-basis rules is an example of that.
Orion Advisor Services Now Lets You Include Videos In Quarterly Staements
Orion Advisor Services yesterday announced release of a new feature that allows advisors to include video commentary with their client statements.
Why Accountants Are More Innovative Than RIAs
You are shocked! How can I possibly say that a green eye-shaded accountant is more innovative than you – a forward-thinking investment advisor?
