Forrester Research

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  SunGard Launches Mobile Report Access App for Advisors

  By Marlene Y. Satter, AdvisorOne  |  June 29, 2012

  The new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.

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  Top Portfolio Products: First Trust ISE Cloud Computing Index Fund; Goldman India and Korea Funds

  By Marlene Y. Satter, AdvisorOne  |  July 11, 2011

  This week in new products, ISE announced a First Trust cloud computing ETF while Goldman Sachs launched funds focused on India and Korea.

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  Financial industry popularity at all-time low

  By John Sullivan, AdvisorOne  |  May 28, 2009

  Honestly, is anyone surprised? But investment house pain is insurance company and financial advisor gain. A new survey from Forrester Research finds more clients trusting...

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  Advisors and social networking: More than LinkedIn

  By John Sullivan, AdvisorOne  |  April 8, 2009

  As we mentioned previously, if you're unfamiliar with the marketing value of social networking sites like Facebook and MySpace, you're probably typing up your promotional...

• An Area of Concern?

  By Marlene Y. Satter, AdvisorOne  |  April 1, 2007

  We asked Bruce Temkin, a VP at Forrester Research, his thoughts on why Forrester's survey revealed such a high proportion (72%) of Gen X males...

• Keep Them Satisfied

  By Marlene Y. Satter, AdvisorOne  |  April 1, 2007

  You know that clients' feelings about money can have a dramatic effect on the financial plans you craft so carefully for them. Their attitudes on...

• Catty Customers

  By Mary Scott  |  November 1, 2006

  It's common knowledge that the traditional marketing model is outdated and irrelevant. Although television, radio and newspaper advertising is far from being totally inconsequential, we...

• High Definition

  By Melanie Waddell, AdvisorOne  |  August 1, 2006

  While it's been said time and time again that advisors have a long way to go before they can be dubbed stellar marketers, let's hold...

• Change in Ownership

  By Staff Writer  |  June 1, 2004

  Security Benefit Corp., of Topeka, Kansas, and Brecek & Young, the independent broker/dealer in Folsom, California, are "forming a strategic alliance," according to President and...

• Part 1: Planning to Go

  By Staff Writer  |  November 1, 2002

  MoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...