Marketing & Technology

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  Don’t Get Left Behind: Tech Innovation to Drive Wealth Shift From Boomers to Gen X and Y

  By Joyce Hanson, AdvisorOne  |  May 21, 2013

  RIAs are making the mistake of inventing non-tech-related strategies for boomer investors at the expense of developing innovations for Gen X and Gen Y clients, says Fidelity.

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  Junxure’s Friedman: Use Tech to Ensure Smooth Exams

  By John Sullivan, AdvisorOne  |  May 20, 2013

  The speed, ease and accuracy with which the information is retrieved will go a long way in determining the outcome of the exam.

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  Giachetti: Don’t Listen to the Kool-Aid Compliance Salesmen

  By John Sullivan, AdvisorOne  |  May 17, 2013

  If you like your compliance talk spiced up with frankness and salty language, Tom Giachetti of Stark & Stark is your man.

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  Pershing to Launch NetX360 Mobile Update at Insite

  By Joyce Hanson, AdvisorOne  |  May 15, 2013

  Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.

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  Importance of Advisor’s ‘Bedside Manner’: Meir Statman—Video

  By John Sullivan, AdvisorOne  |  May 15, 2013

  At the IMCA conference in Seattle in early May, Meir Statman, the Santa Clara University professor of finance and behavioral economics, talks with Investment Advisor editor John Sullivan about advisors and client psychology.

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  Want a More Profitable Firm? Let Employees Work From Home

  By Angie Herbers  |  May 15, 2013

  Our research shows that firms that offer more flexibility to employees are more productive and profitable and the employees are happier, as are clients.

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  Plan Sponsors Embrace Social Media

  By John Sullivan, AdvisorOne  |  May 14, 2013

  What’s with this Facebook thing? It’s a question answered by more plan sponsors.

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  Savant Capital Enters Online Planning Space

  By John Sullivan, AdvisorOne  |  May 13, 2013

  Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.

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  The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls

  By Editorial Staff  |  May 13, 2013

  Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.

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  Advisors Mulling a Move Should Check the Elephant in the Room

  By Gil Weinreich, AdvisorOne  |  May 10, 2013

  Conversations about career transitions tend to focus on the advantages of making a move while ignoring the risks of moving, Cetera says.