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By Joyce Hanson, AdvisorOne |
May 21, 2012
“As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.
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By Joyce Hanson, AdvisorOne |
April 16, 2012
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.
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By Marlene Y. Satter, AdvisorOne |
May 19, 2011
National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.
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By John Sullivan, AdvisorOne |
April 21, 2011
All-in-one technology meant to takes stress and burden off breakaway brokers.