1. You Need To See This To Believe It: MIT Grads Reportedly Develop An App That Transfers Files From One Device To Another Using Physical Gestures
(Matching tags: advisor technology,Offbeat)

MIT media lab-developed has developed an open-source software application essentially facilitates cross-application and cross-device data exchange through swipe gestures.

2. Cloud Storage Feature War Is About To Begin Pitting Dropbox, Google, And Microsoft In A Battle
(Matching tags: advisor technology,document management system,microsoft,Operating Systems,productivity)

A cloud storage feature war is about to begin, pitting Dropbox, Google, and Microsoft against one another. Google Drive is expected to launch any day, and competing services Dropbox and Microsoft's ...

3. Tykoon, An Online Platform To Teach Kids Financial Values, Launches Public Beta
(Matching tags: advisor technology,charitable giving)

Tykoon, an online financial services platform that aims to empowers parents to teach their children about earning, saving, giving, and responsible spending is launching its public beta.   Parents ...

4. Half Of RIAs Plan To Move To The Cloud This Year And 25% Are Already There; Microsoft Is The Favorite Over Google
(Matching tags: microsoft,cloud,advisor technology,google)

... by Advisors4Advisors.   Of the 26% of respondents who have already migrated their core IT stack to the cloud, 47% have moved to a Micosoft solution while just 11% have moved to Google Apps. ...

5. Morningstar Will Help You Compare Your Fees Against What Others Are Charging
(Matching tags: Advisor businesses,competitors,investment,advisor technology)

... to continue, it is difficult to assess how your fees compare with what other advisors are charging.  ...

6. Target Date Fund Safe Harbors Attract a Minefield of Imminent Litigation
(Matching tags: 401(k),advisor technology,asset allocation,client satisfaction,fiduciaries,financial advisor,goals,integrity,investment fiduciaries,retirement,risk,suitability,target date funds,value proposition)

Fiduciaries selecting target date funds (TDFs) generally believe that they are protected from litigation by two safe harbors: QDIA status, & safety in numbers.. But there’s more to selecting ...

7. Add Wealth Management Content And A Social Stream To Any Advisor Website
(Matching tags: AdvisorVault,advisor technology,marketing)

... fee of $300.   Many advisors develop a website on WordPress or some other free or inexpensive content management and hosting service.   They do it figuring they don’t need wealth ...

8. IBM's Supercomputer Makes A Big Splash In Banking, Leading Advisors To Ponder What They Can Do That Machines Can't
(Matching tags: advisor technology)

Friends in the portfolio management space keep forwarding me the story on how IBM's Jeopardy-winning supercomputer Watson is coming to Wall Street to perform certain types of service.

9. For High Tech Business Organization, The Post-it Note Offers Hands-on Flexibility
(Matching tags: technology,business strategy,plan execution,advisor technology)

... thought throughout the firm or your team. Lack of continuity in their message is where many advisors sabotage their potential.  ...

10. Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
(Matching tags: advisor technology,CRM)

Among 2,374 members of Advisors4Advisors, the most popular CRM is Microsoft Outlook, which is used by 21.7% of those polled. The second most popular choice: no CRM (17%.1%) followed by Redtail (15.2%) ...

11. Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives
(Matching tags: advisor technology,competitors,Financial Planning Apps,online financial advice,profitability)

  Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just released a tool that enables employees receiving stock as compensation simulate different ...

12. Security Issues Advisors Should Ask Web-Based Application Vendors About
(Matching tags: security,cloud,advisor technology)

  With a secure system serving advisors reportedly crashing in late December and still unable to recover client data for advisors it serves, the risk of web-based apps was recently brought into ...

13. Price Increase And Upgrades On AdvisorSites Platinum
(Matching tags: advisor technology,marketing,client communications)

After 16 years in the advisor website business, Advisor Products, at long last, is great at it, and we are more focused than ever on advisors serving high-net-worth investors (HNWI) and ultra-HNWIs. Unfortunately, ...

14. What Were The Most Important News Stories Of 2011 To Financial Advisors?
(Matching tags: investment advisors,advisor technology,practice management)

  The new Trending page on Advisors4Advisors is Internet gold. It displays a listing of the most popular articles on A4A over the past year, quarter, month, and week.   Since A4A aggregates ...

15. For BDs, Compliance Is Only A Start In Advisor Use Of Social Media
(Matching tags: advisor technology,Social Media)

  Erado, makers of social media compliance platform for independent BDs and investment advisors, announced it has been tapped by Investacorp, Inc., an independent broker-dealer subsidiary of Ladenburg ...

16. Morgan Stanley's Technology Glitch Highlights The Split Within The Firm's Two Cultures
(Matching tags: advisor technology,Morgan Stanley)

Reports of a less-than-perfect rollout of an integrated advisor platform at Morgan Stanley Smith Barney are an easy opportunity to mock a giant in the industry, but they also reveal a basic truth about ...

17. Retirement Planning App Is Launched By An Entrepreneurial Financial Advisor With Programming Skills
(Matching tags: advisor technology,Financial Planning Apps,Portfolio Management Software)

Financial advisor Doug Carey, who has a  background in softwware devleopment, could not find a simple financial planning application to suit his needs, so he hired some programmers and at long last ...

18. New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave
(Matching tags: competitors,advisor technology)

... mobile devices. Now think of what this means to financial advisors.  ...

19. How Is Document Management Software For Advisors Different From Client Vaulting?
(Matching tags: client satisfaction,document management systems,advisor technology,client communications,Integrations,Portfolio Management Software)

Document management systems for advisors, which enable advisors to create a paperless office, are crucial for record keeping and efficiency. They’re legally required for Registered Investment Advisers. ...

20. Is Norton's New Ultimate Help Desk A Deal For Small Businesses? I Say It Is
(Matching tags: disaster recovery,advisor technology,profitability,practice management,productivity,business owners)

Virus infections, network connections, PC tuneups, connecting a printer or a scanner, and general consultative help are available for up to five computers for $1,200 a year from Symantec, and on up to ...