technology

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  Facebook’s Fiasco & Tech Outperformance

  By Ronald Delegge, ETFguide.com  |  June 4, 2012

  There are several fundamental factors that differentiate the social network and its troubles from the general high-tech field.

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  FPA Goes Mobile With New Retirement App

  By John Sullivan, AdvisorOne  |  May 23, 2012

  FPA’s PlannerSearch service will now be featured on the Retire Logix retirement planning application for mobile devices.

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  Managing Through the Micro-Cap Mania

  By John Sullivan, AdvisorOne  |  May 22, 2012

  If you think the small-cap space has had a wild ride recently, try micro caps, and then get your head around the following boast Michael Corbett makes about one of the funds he manages.

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  Is Your Technology Up to Date or Out of Touch?

  By Dan Skiles  |  May 22, 2012

  From a technology perspective, it truly is a great time to be an advisor.

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  Top Portfolio Products: Facebook IPO Exposure Available in ETF

  By Marlene Y. Satter, AdvisorOne  |  May 21, 2012

  Franklin Square closes FSIC, readies FSIC II; Russell adds tech IPOs on reconstitution.

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  Top Portfolio Products: Facebook IPO Exposure Available in ETF

  By Marlene Y. Satter, AdvisorOne  |  May 18, 2012

  New products introduced over the last week include an ETF that will offer exposure to Facebook. In addition, Franklin Square closed FSIC to investors and prepared its successor FSIC II for its own IPO on June 1.

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  SEC Charges Former NAPFA Chairman in $47M Fraud

  By Melanie Waddell, AdvisorOne  |  May 18, 2012

  The SEC charged Mark Spangler, a former chairman of NAPFA, with defrauding clients by secretly investing their money in two risky startup companies he co-founded.

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  SEC, FINRA Enforcement Roundup: Former Detroit Mayor, Movie Producer Charged

  By Marlene Y. Satter, AdvisorOne  |  May 11, 2012

  Among those finding themselves recently on the wrong end of an SEC action were a movie producer, former Detroit mayor Kwame Kilpatrick and a Shanghai-based auditing firm.

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  Kitces: Can Financial Advisors Keep Pace in a Digital Future?

  May 7, 2012

  Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.

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  Outsourcing the Back Office Across the Globe

  By John Sullivan, AdvisorOne  |  March 21, 2012

  Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.