The Center of Influence for Financial Advisors and RIAs - Click Here

FinTech

[1]  729 730 731 732 733 734 735 736   [737]

Keeping The Lines Open

by David J. Drucker

Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts.

A First Look

by Joel Bruckenstein

Upswing 2.0 Beta is a Web-based CRM system that provides a nice balance between features and usability.

Keeping The Record Straight

by David Lawrence

The SEC is looking at adopting standards for electronic record-keeping.

Process Can Make Your Firm Great

by Andrew Gluck

Process proselytizers at ActiFi help advisory firms achieve success.

Coming Of Age

by Joel Bruckenstein

Online document storage systems have advanced considerably over the last few years.

Linking Up

by David J. Drucker

Social networking sites draw bad publicity for good reason, but can the same technology be harnessed to transform the business world in a positive way?

Keeping It Private

by David Lawrence

More firms need to take steps to protect client and firm data.

Retirement Good Fortune

by Joel Bruckenstein

When the goal at hand is just to look at retirement scenarios, Silver Financial Planner will serve you well.

Getting The Word Out

by David Lawrence

Improving client communications is key, particularly during times like these.

Mind Mapping

by Joel Bruckenstein

Some financial advisors find mind mapping software helpful in analyzing issues.

[1]  729 730 731 732 733 734 735 736   [737]