Marketing & Technology

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  Who Are Your Technology Players? Don’t Overlook Your Employees

  By Dan Skiles  |  April 29, 2013

  Your employees—their skills, their knowledge, their habits and their responsibilities—will have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.

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  We’re Back Baby!

  By Bill Miller  |  April 29, 2013

  Phew! We made it back, finally. I’m talking about the DJIA, of course. After years and years of giving us absolutely no comfort at all, the DJIA is back in record territory (assuming no great market collapse between now and press time).

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  10 Seminar Secrets

  By Bill Good  |  April 29, 2013

  Seminar marketing is fraught with peril. Many have failed in an attempt to make it work. However, for those who get it right, the results can be explosive.

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  Fidelity Introduces Cloud-Based Advisor Platform

  By John Sullivan, AdvisorOne  |  April 25, 2013

  Fidelity found 39% of advisors were currently employing some form of cloud computing.

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  Shh! Virtual Recruitment Market Lets Advisors Shop Anonymously for New Firms

  By Joyce Hanson, AdvisorOne  |  April 25, 2013

  Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.

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  Raymond James Execs on IT: ‘Can’t Slow Down’

  By Janet Levaux, AdvisorOne  |  April 24, 2013

  Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.

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  Top 10 Winners of Best Wealth Manager Logos Poll

  By Ron Pechtimaldjian, AdvisorOne  |  April 24, 2013

  With 2,051 votes tallied, readers have selected the 10 Best Wealth Manager Logos out of the 25 finalists.

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  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.

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  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.

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  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.