Advisor Applications
Advisors Crave Tablet Applications, But Industry Adoption Is Slow
Advisors are coming around to the value of tablet computing in their business, but progress toward getting more commercial advisor apps on the market has been slow.
Social Security Planning Tool Aims At Both Advisors And The Public
Social Security may seem less critical for wealthy families, but the rich are actually more likely than the middle class to expect their advisors to figure out exactly when to start taking government checks.
OnlineAdvisorCentral.com Launches October 12, Aiming To Bridge The Gap Between Social Media And getting Paid To Give Financial Planning Advice Online
The founders of MyFinancialAdvice.com, a site designed to enable financial planners to offer advice online to middle-income Americans, are launching a site designed to promote use of social media by advisors.
Launching on October 12, 2011, OnlineAdvisorCentral.com will include online video training, peer support, ongoing one-on-one assistance, and "monetization" tools to conduct advice sessions online.
Register for our free webinar to find out more.
Kevin Condon and Ron Peremel have for several years been working on MyFinancialAdvice.com to promote fi
Former Morgan Stanley Smith Barney Vice Chairman Becomes Senior AdvisorTo Socialware
Socialware, a social media compliance vendor to broker/dealers, today announced that Craig Pfeiffer, a recently retired Vice Chairman at Morgan Stanley Smith Barney, is joining the firm as a senior advisor.
Pfeiffer joins Socialware's current advisory team, says a press release, which consists of Jeff Dachis, Founder and CEO of Dachis Group; Paul Rogers, Site Director at Google; Brian Mennell, entrepreneur and investor and Kenny Van Zant, Marketing and Corporate Strategy at Asana.
Socialware has been adopted enterprise-wide by a number of independent B/Ds, incuding American
Integrated Technology Saves Advisors Five Weeks Of Work A Year, Survey Says
Simply switching between applications and doing routine tasks multiple times costs advisors enormous amounts of time, a new study from the Aite Group claims.
More Articles ...
- Morningstar Retools New Fund Outlook Ratings To Avoid "Confusion" With Bonds
- New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave
- How Is Document Management Software For Advisors Different From Client Vaulting?
- Private Client Resources To Integrate HiddenLevers' Macro Analysis Offerings
