software solution

  • Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’

    By Michael E. Kitces  |  February 6, 2013

    How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.

  • New Free Military Benefits Report Available

    July 4, 2012

    Created by a veteran for active duty servicemembers, vets and families.

  • 2011 Advisor Hall of Fame

    By Ellen Uzelac  |  November 23, 2011

    Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

  • 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.

Advertisement. Closing in 15 seconds.