ActiFi

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  Ramping Up

  By Ellen Uzelac  |  September 29, 2011

  Aa a Certified Financial planner back in 1990, Spenser Segal ran a retirement plan projection for a couple in their mid-50s who thought they had done everything right. They’d saved $500,000. They had no debt. But it wasn’t enough to support the retirement they had dreamed about. The look in...

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  At FPA San Diego, Technology Roundtable Says Integration Has Arrived

  By John Sullivan, AdvisorOne  |  September 16, 2011

  Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.

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  Succession Planning: BD vs. RIA; What Really Moves Markets: July Investment Advisor—Slideshow

  By Editorial Staff  |  June 27, 2011

  July brings our succession planning issue.

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  TD Ameritrade Conference: ActiFi CEO Segal on Selecting the Best Advisor Software

  By John Sullivan, AdvisorOne  |  February 4, 2011

  A five-step, easy to follow process offered at TD's midday session.

• Social Networking: Going Online Without Crossing the Line

  By Ellen Uzelac  |  March 1, 2010

  Plagued with risk management concerns, Wall Street firms have been painfully slow to build out formal social media strategies. Some have blocked access to...