WebEx

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  Time for a Transition (XII): Adding Audio Files, Webinars to Your Online Presence

  By Marie Swift  |  August 12, 2010

  How podcasts, webinars and videocasts can help advisors build relationships while saving time and money.

• Keeping It All in Balance

  By Staff Writer  |  November 1, 2007

  Schwab Institutional # of RIAs: Approximately 5,000 firms Web-based?: Yes, except for Portfolio Center. Cost: Primarily free. Does charge for Portfolio Center. Supports: Advent, dbCAMS, IAS and others Current...

• The Virtual Face to Face

  By Lauren Barack  |  September 1, 2007

  Dina Trebbe doesn't need convincing on how Web conferencing has improved her firm's relationship with its clients and investment advisors. "It's a wonderful tool," says...

• Face-to-Face?

  By Vicki Powers  |  July 1, 2006

  Just like any small business, small financial planning firms struggle to offer top-notch technology without the luxury of having in-house IT experts. Trying to stay...