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Technology

Shakeout Ahead

By Andrew Gluck, February 2012 issue
New online platforms threaten disruption in financial advice.

An Integrated Cloud Solution

By Joel P. Bruckenstein, February 2012 issue
External IT wants to be your cloud provider.

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Advisor Emporium

February 2012 issue

Wealthy Investors Shrug at Facebook IPO After Private Purchases

Thursday, 02 February 2012
Wealthy investors aren't clamoring for a piece of Facebook Inc.'s initial public offering because some own the stock through private transactions while others shy away from risky technology deals, according to advisors.

The New And Improved Facebook

By Mike Byrnes - Tuesday, 31 January 2012
Of the three biggest social networks, Facebook is the most visual. That is because it allows a firm to express its brand through pictures, videos and more. In a relationship industry, this marketing tool is too often undervalued. Facebook can offer help strengthening existing relationships and in some cases developing new business.

Jordan: Tech Growth Getting Harder To Find

Thursday, 12 January 2012
Financial advisors may want to skip technology stocks for their investor clients' portfolios in 2012 because they may have already passed their earnings prime, according to mutual fund manager Jerry Jordan.

Fast, Easy Game

By Joel P. Bruckenstein, January 2012 issue
A new take on “financial planning lite”?

Lawsuit Doesn't Stop Commonwealth From Using MoneyGuide Pro

Wednesday, 28 December 2011
Commonwealth Financial Network is partnering with PIEtech Inc., the creators of MoneyGuidePro, to integrate the retirement planning software into its technology platform.

LEDs May Be 80% Of Light Bulb Market By 2020

Thursday, 22 December 2011
General Electric Co. expects most light bulbs, including the incandescent invented by founder Thomas Edison, to be replaced within a decade by light-emitting diodes that can last from a child’s birth through college.

Nothing Predicted Happened As Men Conspired With Nature In 2011

Thursday, 22 December 2011
Rampaging natural catastrophes, global financial calamities, the deaths of despots and desperados and roiling protests -- they made 2011 a year that will be remembered for its almost unrelenting turmoil.


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Online Extras

Economists Love ’Em, Clients Hate ’Em

Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.

Buffett Rule Fixes A Non-Existent Problem

This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas based on flawed information and misleading demagoguery. Let’s review the record.

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