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Five Tips for Managing Your To-Do List
Written by Mike Michalowicz, The Wall Street Journal Wednesday, 05 January 2011
Is your to-do list long enough to wallpaper your office?
If you're like most entrepreneurs, you have a lengthy to-do list that never seems doable—no matter how many hours you work. But there's a reason you're not ticking off items, or maximizing results when you do. You've likely organized your task list by deadlines, and you're cranking away on the most pressing items first. A better, smarter approach is to prioritize your list by what matters most. Read More..
A Game Changer
Written by Andrew Gluck, Financial Advisor Magazine Tuesday, 04 January 2011
In what could become a powerful factor influencing technology development for RIAs in 2011, TD Ameritrade Institutional is opening its custodial data to technology vendors.TDAI has released an application programming interface (API) for its custodial services, giving access of TDAI’s back-office data to technology vendors supporting RIAs. TDAI thus becomes the first of the four major custodial firms to open access to its custodial system to tech vendors by using an API. Read More..
Keeping Track
Written by David Lawrence, Financial Advisor Magazine Tuesday, 04 January 2011
Keeping track of everything that you do and say in a financial advisor’s practice can be a daunting challenge, particularly in offices with staff and/or multiple advisors. With a mature firm, typically hundreds of things could be going on that require tracking, from follow-up tasks to managerial oversight of employees. Read More..ADV Help
Written by Joel P. Bruckenstein , Financial Advisor Magazine Tuesday, 04 January 2011
This new Web-based platform helps RIAs easily update their regulatory reports. Read More..A different approach to high-tech planning
Written by Davis Janowski, Investment News Monday, 03 January 2011
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive. Veritat Advisors be-lieves that its formula may be the answer. Read More..More...
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