iPads

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  Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: Mobility

  By Spenser Segal, ActiFi  |  May 11, 2012

  Within five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.

• Toys or Tools: The Mobile Revolution

  By Dan Skiles  |  April 24, 2012

  There’s no doubt that advisors are quickly adopting mobile technology.

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  Study Finds Jump in Advisors’ Use of Social Media on the Go

  By Melanie Waddell, AdvisorOne  |  April 20, 2012

  The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.

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  Top 10 Mobile Apps for Financial Advisors

  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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  TD Ameritrade Adds Trading to Veo Mobile iPad App

  By Joyce Hanson, AdvisorOne  |  April 5, 2012

  TDAI advisors who use iPads can trade funds and equities via Veo, while advisors logging on through their smartphones can view real-time client account balances.

• Advisor Group Touts Plans at Confab

  By Janet Levaux, AdvisorOne  |  March 26, 2012

  The Advisor Group’s three broker-dealers had strong results in 2011, according to President and CEO Larry Roth.

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  Pursuing Simplicity

  By Ellen Uzelac  |  March 26, 2012

  The financial advisor’s job has never been more complex. But in a departure from traditional thinking, business development leaders are urging advisors to do something that seems almost counterintuitive: Keep it simple.

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  401(k) Strategies Even the Lazy Can Love: ASPPA Summit

  By Danielle Andrus, AdvisorOne  |  March 21, 2012

  Workplaces that make employees opt out of retirement plans instead of opting in have 90% participation rates.

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  Advisor Group Boosts ’12 Recruiting, Acquisition Target at Confab

  By Janet Levaux, AdvisorOne  |  March 6, 2012

  Hybrid advisors are another focus of the organization, which includes Royal Alliance, FSC and SagePoint.

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  TD Ameritrade Announces Tech Improvements for Veo Platform

  By James J. Green, AdvisorOne  |  February 2, 2012

  Veo Mobile will allow advisors to use iPads for trading of mutual funds and equities in late February.