Kip Gregory

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  Look at GOP Candidates; Markowitz Defends MPT; 10 Team Building Mistakes: August Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  August 10, 2011

  Author and analyst Nicole Gelinas laments the absence of meaningful debate on the one key issue in today’s economy: the houses of debt Americans are living in. Plus, practical advice on teambuilding, storyselling and more...

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  Mastering Social Media

  By Ellen Uzelac  |  July 26, 2011

  In a sign of the times, 600 advisors at an Investment Management Consultants Association conference recently crammed into a training session called “Get Linked In, Not Left Out: Compliance Friendly Ways to Harness Social Media’s Power in Your Practice.” That’s no typo: 600.

• 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...

• Early Adopter

  By Ellen Uzelac  |  October 1, 2009

  It's not an overstatement to say that Kip Gregory is ahead of the technology curve. In 1984, he helped build out CompuMall, one of the...

• The Next Step

  By Mary Kathleen Flynn  |  February 1, 2008

  If you're like most wealth managers, you probably haven't thought much about Web 2.0. When it has come to your attention, you may have dismissed...

• Hasta La Vista

  By Mary Kathleen Flynn  |  April 1, 2007

  In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...

• Boomers Online

  By Judith Harkham Semas  |  February 1, 2007

  It looks like the elderly of the future will be wired. While there is a tendency to view the Internet as a young people's medium, it...

• Broadband Maze

  By Vicki Powers  |  December 1, 2006

  High-quality broadband access is critical to the ability of small businesses to remain competitive, increase productivity, and improve customer communications. Imagine downloading an 8 Mbyte...

• Face-to-Face?

  By Vicki Powers  |  July 1, 2006

  Just like any small business, small financial planning firms struggle to offer top-notch technology without the luxury of having in-house IT experts. Trying to stay...

• Call Me

  By Erin Flynn  |  April 1, 2006

  With so many cell phone options to choose from, how can financial planners sort out what's necessary from what's not? Since most advisors will tend...