Advisor Applications

Advisors Could Benefit From Using Google+ Hangouts And On-Air Broadcast

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I might not be as tech savvy as my teenage sons, but I’m not a Neanderthal when it comes to technology. Still, I’ve struggled to figure out a relatively cheap and easy way to use my computer to interview someone and record the video and audio for the benefit of others to watch later, much like the New York Times does with its Blogging Heads feature. That feature uses, I believe, technology from bloggingheads.tv, which was founded in 2005 and was the first website devoted to split-screen video dialogues about politics and ideas. This week, I am happy to report that I discover

Sneak Preview Of Schwab Advisor Services New Trading Platform For RIAs

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At an online press event today, Schwab Advisor Services previewed its new trading application, which aims to streamline trading tasks including order entry and block trading.

Salesforce.com Hit With Outage

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Salesforce.com experienced system problems in a number of regions on Thursday, starting at 3:34 a.m. PDT, according to the company.

Kudos To Schwab For Publishing A Workflow Library For RIAs, But Is Schwab Intelligent Integration’s Focus On CRM An Outdated Notion For RIAs?

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Schwab Advisor Services today published 28 workflows for RIAs, covering lead generation, client on-boarding, and service requests. They’re free for investment advisors who

Tykoon, An Online Platform To Teach Kids Financial Values, Launches Public Beta

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Tykoon, an online financial services platform that aims to empowers parents to teach their children about earning, saving, giving, and responsible spending is launching its public beta. Parents and their children can use Tykoon to set financial goals, track progress, and earn rewards for hard work in a virtual environment. Kids can track and view their progress and learn through real financial experiences. The tool is customized based on each family's financial values and practices. Through Amazon.com and charity affiliates, kids can shop online and d