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Getting Technical

By Eric Clarke - Friday, 05 March 2010
Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

Beware The Pitfalls

By Joel P. Bruckenstein, March 2010 issue
The advantages of social media for advisors are being trumpeted loudly, but the risks are heard less.

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A Key To Efficiency

By David Lawrence, March 2010 issue
Advisors today have many choices when it comes to document management software.

Trading Spaces

By Andrew Gluck, March 2010 issue
Could social network investing threaten your advisory business?

Technology Conference Addresses Advisor Needs

Monday, 22 February 2010
Advisors who take the right approach to buying the latest software will enhance their practices and reduced problems, said consultants at the Technology Tools for Today conference.

Online Finance Tools Fall Short, Study Says

Wednesday, 03 February 2010
Popular online tools and software help people get a sense of their finances and how much they need to save, but they may not give a complete picture.

FPA Rates Advisor CRM Programs

Wednesday, 03 February 2010
The Financial Planning Association has released its first comprehensive report on the various client relationship manager software products available to advisors.

Advisor Emporium

February 2010 issue
Advisor Emporium

EISI Updates Profiles

Friday, 15 January 2010
Emerging Information Systems, Inc. (EISI) announced the official launch of Profiles Professional 9.2 and Profiles Forecaster 4.2.

Time To Adapt

By David Lawrence, January 2010 issue
Advisors may find this time-management strategy to be more effective than others.

Advisor Emporium

January 2010 issue
Advisor Emporium

Tech Conference Planned

Friday, 04 December 2009
Two well-known practice management and technology experts and Financial Advisor magazine will present the fifth annual T3: Technology Tools for Today conference in February.

Advisor Emporium

December 2009 issue

Apps Off The Beaten Path

By Andrew Gluck, December 2009 issue
Challengers to the established leaders offer some interesting options for advisors.

Scanning Through Windows

By Joel P. Bruckenstein, December 2009 issue
PaperPort Professional 12 has been redesigned from the bottom up to make it more user friendly.

WealthStation Revisited

By Joel P. Bruckenstein, November 2009 issue
SunGard’s platform offers more for broker-dealers than ever before, and what it offers independents continues to grow.

Morgan Stanley Plans Complete Shift To MoneyGuidePro

Friday, 30 October 2009
Morgan Stanley Smith Barney plans to move all of its reps to the MoneyGuidePro financial planning application, according to industry sources.

MoneyGuide Pro Unveils New Version Monday

Friday, 30 October 2009
A groundbreaking version of MoneyGuidePro will be released on Monday, November 2, that offers many new features to help advisors with their businesses.

Doing The Math

By Joel P. Bruckenstein, October 2009 issue
Technology tools can help make Roth conversions easier.

Advisors Don't Get Services They Want

Tuesday, 08 September 2009
Financial company executives continue to misread the types of practice management and technical support programs their advisors truly want, according to a new survey.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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