software product

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  Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software

  By Gil Weinreich, AdvisorOne  |  July 24, 2012

  Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.

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  ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data

  By Joyce Hanson, AdvisorOne  |  August 24, 2011

  ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.

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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.