mobile technology

• 

  Bernie Clark: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 20, 2013

  Clark has shown quiet but confident leadership not merely in growing Schwab’s custody unit, but in addressing many of advisors' most trying issues.

• 

  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• 

  Wealth Managers Look to Technology to Free Up Time for Clients

  By Michael S. Fischer  |  April 16, 2013

  Wealth management firms will focus on leveraging technology to provide a better experience for clients and advisors over the next two to five years, according to a new survey released Monday by Ernst & Young.

• 

  Cetera Buying Fellow IBDs Tower Square, Walnut Street From MetLife

  By James J. Green, AdvisorOne  |  April 5, 2013

  With the addition of 800-plus MetLife independent reps, the Cetera BD network will comprise 7,000 advisors managing $130 billion in assets.

• 

  Curian Capital Launches Processing App for Managed Account Proposals

  By John Sullivan, AdvisorOne  |  March 27, 2013

  One-stop shopping with the touch of a finger is “pretty cool,” according to Mark Schoenbeck. Advisors might find it hard to disagree.

• 

  Jackson Launches Two New Thought Leadership Venues for Advisors

  By Gil Weinreich, AdvisorOne  |  March 6, 2013

  Jackson is the most recent company throwing advisors a “thought leadership” lifeline—ideas, strategies and tools advisors can presumably use to build their businesses.

• 

  TD Ameritrade Leadership Charts Course for RIA Custodian’s Future

  By John Sullivan, AdvisorOne  |  January 31, 2013

  TD Ameritrade Institutional’s leadership took to the stage Thursday morning at the company’s 2013 annual conference in San Diego.

• 

  Sales Capacity Is Leading Growth Challenge for Advisors

  By Danielle Andrus, AdvisorOne  |  November 15, 2012

  One of the main challenges facing advisors is sales capacity, a report by LIMRA and McKinsey & Co. found.

• 

  Where the Clients Are: Facebook

  By Danielle Andrus, AdvisorOne  |  October 22, 2012

  Almost three-quarters of DC plan participants use Facebook, Spectrem found—and usage varies only slightly by age.

• 

  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.