Asset Management       

Wealth managers and financial advisors know that to be successful, they have to understand the needs of their clients. However, what they think they know about their clients may just be holding them back.

 Asset Management       

Financial advisors have quickly adopted iPads and other tablets in order to provide the best customer service and experience, which in turn will maximize efficiency and profits. However, this rapid adoption of tablet-based devices has stretched IT organizations and introduced a number of challenges.

 Asset Management       

In the 12th annual survey of websites for financial advisors, kasina found a number of attributes that describe the websites that do the best job of solving the needs of financial advisors. Engaging, useful resources and accessibility are key.

 Asset Management       

The average American is showing little interest in Investing, Retirement and Pensions. In fact, the research shows that the interest level has reached an all-time low.

 Asset Management       

With iPads now in the hands of millions, what’s happening within the area of Financial Services?

 Industry News       

A new community, SocialTurns.com, has been launched today by the social media monitoring and compliance company Socialware.

 Asset Management       

What do industry experts identify as the top 5 challenges of incorporating social technologies into Financial Services? As a result of moderating a recent interactive round-table discussion, we can now find what the top challenges are! Read on to learn more…

 Industry News       

We continue to witness technology innovation within the Investment Management industry with the introduction of two new tools. One such tool targets financial advisors, Morningstar and mutual funds while the second tool addresses a need of Exchange Traded Fund (‘ETF’) providers.
Read on to find out more… and let me know …

 Asset Management       

Maintaining compliance with regulatory requirements is one of the major obstacles that Investment Managers, Brokers and Financial Advisors are facing before jumping into social media. If you haven’t heard your Legal & Compliance department say they don’t have the people necessary to monitor all of the firm’s social media, then …

 Asset Management       

FundFire recently covered the state of institutional investment manager websites. At least seven institutional managers are in various stages of revamping their online presence.