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


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From Video Blogs To Vista

by Andrew Gluck

Making marketing videos for your Web site; a look at the Vista fiasco.

Kicking It Up A Notch

by Joel Bruckenstein

Broker-dealers are introducing more tech tools to reduce time spent on tedious tasks.

Is The Price Right?


Putting a value on life insurance settlements can be a tricky endeavor, but there are rational methods...

Unfinished Business

by Andrew Gluck

A 36-year-old computer geek who made $12 million on the 2002 sale of his advisor software company is back with a vengeance.


Fiduciary Network Buys Stake In Brouwer, Janachowski Fiduciary Network has purchased a minority equity position in Brouwer, Janachowski & Co...

Seeing Forrester From The Trees

by Joel Bruckenstein

Forrester's new software report is better than past versions, but some findings need a closer look.

Living The Same, Longer

by David J. Drucker

A controversial financial planning program focuses on how a client can sustain his living standard rather than on how not to run out of money.

Playing Nice

by David Lawrence

Rather than work with a hodgepodge of software, it's better to have applications that integrate.

What The Tech Deals Mean To You

by Andy Gluck

Fidelity is building a new RIA platform and Albridge is being acquired.

Fidelity's Silver Bullet

by Joel P. Bruckenstein

Firm to launch a fully integrated Web platform for advisors.

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