Written by Nevin Freeman, RIABiz Thursday, 06 January 2011Joining a growing trend, Orion Advisor Services, LLC is releasing a mobile version of its web-based portfolio management software for the iPhone, iPad, and Android devices. But unlike other vendors, it is allowing advisors to rebrand the app with the name and logo for their practice. This means that an advisory firm will be able to direct its clients to download an app listed under the name of that firm, rather than a generic Orion app. Each app will function exactly the same, other than the name and logo. Read More..
Written by Bill Winterberg, Advisors4Advisors Wednesday, 05 January 2011
Millions of smartphone owners use texting to communicate with others. Now there's a more efficient way to send messages to your contacts.
I have a problem with texting; it's not a terribly efficient method to send messages to others.
As an alternative, I've been using the Dragon Dictation app on my iPad to perform speech-to-text conversion so I don't need to type anything in for my messages. Read More..
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..
Written by Andrew Gluck, Financial Advisor Magazine Tuesday, 04 January 2011In 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..
Written by David Lawrence, Financial Advisor Magazine Tuesday, 04 January 2011Keeping 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..
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