Marketing & Technology

• 

  Ex-NHL Player, Now HighTower Advisor, Scores Big With Pros

  By John Sullivan, AdvisorOne  |  April 24, 2013

  A professional athlete that’s really good with money—it’s a rare find, but the need is critical.

• 

  FINRA Pulls Plug on BrokerCheck Social Media Plan

  By Melanie Waddell, AdvisorOne  |  April 24, 2013

  After complaints, FINRA on Wednesday withdrew its proposed requirement that advisory firms include a reference and a link to BrokerCheck on their websites.

• 

  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

• 

  Strategies to Improve CE Credit: More Is Better

  By Michael E. Kitces  |  April 19, 2013

  The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.

• 

  Bloomberg Jumps on ‘Twitter A-List’ After SEC’s Social Media Decision

  By Joyce Hanson, AdvisorOne  |  April 18, 2013

  Now that the SEC has green-lighted public companies’ disclosure of corporate information on social media sites such as Twitter and Facebook, the Web is jumping all over the news.

• 

  5 Proven Ways to Drive More Word-of-Mouth Referrals

  By Cynthia Stephens, ByAllAccounts  |  April 18, 2013

  Can you systematize your word-of-mouth referrals, one of the most valuable forms of advisory firm business building? Yes; here's how.

• 

  Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board

  By Joyce Hanson, AdvisorOne  |  April 17, 2013

  In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.

• 

  First Clearing Launches Tools to Fight Cybercrime, Other Risks

  By Danielle Andrus, AdvisorOne  |  April 17, 2013

  The new tools are based on the “four pillars” of risk management, including educational support, consulting, events and technology.

• 

  Strategies for CFP Board to Improve Continuing Education Credit

  By Michael E. Kitces  |  April 17, 2013

  It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.

• 

  Wealth Managers Look to Technology to Free Up Time for Clients

  By Michael S. Fischer  |  April 16, 2013

  Wealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.