mobile devices

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  Pershing to Launch NetX360 Mobile Update at Insite

  By Joyce Hanson, AdvisorOne  |  May 15, 2013

  Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.

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  Despite Higher Taxes, Affluent Americans Will Continue to Spend

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study adds fuel to the fire over the impact of higher taxes on discretionary spending.

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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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.

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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.

• Putnam Offers Shareholders Smartphone Statement Access

  By Marlene Y. Satter, AdvisorOne  |  September 7, 2011

  Putnam Investments announced Wednesday that shareholders can now use their mobile devices to access their quarterly statements and other data on its website through the use of smartphone tags.

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  Top Portfolio Products: Global X Partners With Dorsey Wright; Hartford Grows Annuity Business

  By Marlene Y. Satter, AdvisorOne  |  August 28, 2011

  Broadridge releases mobile ProxyVote platform for Canadian shareholders; Assurity Life adds e-signature, new product.