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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Microsoft Surface Windows 8 Professional Available For Pre-Orders In Long Island And Probably At A Store Near You
11 Reasons Why Financial Advisors Should Consider A Windows 8 Ultraportable
12 Tips For Financial Advisors To Help Clients Manage Their Digital Financial Lives
A Tale Of Two Studies: Highlights From The Cisco Wealth Management Study And FPA Compensation Study
About A4A's Chat App And How We Can Use It In The Next Market Meltdown
Add Wealth Management Content And A Social Stream To Any Advisor Website
Advent Software Says It Will Remain Independent After Reviewing Its Options, But What’s Really Going On?
Amazon Revenue Jumps 51%, Fastest Growth In A Decade; That's A Proxy For Adoption Of The Web By Consumers
Bravo! A4A Previews The Advisor Portal TD Ameritrade Institutional Will Launch In 4Q2015
Can Betterment Free You To Focus On People?
Cloud Storage Feature War Is About To Begin Pitting Dropbox, Google, And Microsoft In A Battle
Confessions Of A Tech Junkie, And The Latest Computer Monitors For Making Effective Client Presentations
Cornell NYC Tech Gets Its Start
Dell Releases Two Powerful New 14” and 15” Laptops And They Look Good
Don't Let The Four Year Bull Market Make You Too Comfortable; Despite Recent Pay Hikes, Advisors Have Work To Do
Don't Lose Your Life!
Financial Advisor Technology Survey Results: Redtail And Junxure Are The Top Advisor-Specific CRMs, But Outlook Still Dominates
Financial Planning Magazine's 2012 Advisor Technology Survey Shows Higher Investment For 2013 And New Ways Of Utilizing Advancements
For BDs, Compliance Is Only A Start In Advisor Use Of Social Media
For High Tech Business Organization, The Post-it Note Offers Hands-on Flexibility
Four Misconceptions About "Content-Only Websites" For Advisors
Four Software Purchases That Have a High ROI To RIAs
Get More From Your Technology; Tips For Using Systems You Own More Effectively And Buying Solutions That Will Improve Your Life And Business
Half Of RIAs Plan To Move To The Cloud This Year And 25% Are Already There; Microsoft Is The Favorite Over Google
How Advisors And Staff Can Save Oodles Of Time By Creating Template Emails Instead Of Writing The Same Email Messages Over And Over Again (Three-Minute Video)
How Is Document Management Software For Advisors Different From Client Vaulting?
IBM's Supercomputer Makes A Big Splash In Banking, Leading Advisors To Ponder What They Can Do That Machines Can't
If You Think Google Is All-Knowing, Then You Deserve To Buy A Chromebook
Inside A Vicious Phishing Scam Targeting RIAs: Read The Emails That Nearly Defrauded A Successful Financial Planning Firm Of $35,000
Is Norton's New Ultimate Help Desk A Deal For Small Businesses? I Say It Is
Is There Such A Thing As Work/Life Balance?
Just Released! Return On Technology White Paper
Kudos To Schwab For Publishing A Workflow Library For RIAs, But Is Schwab Intelligent Integration’s Focus On CRM An Outdated Notion For RIAs?
Morgan Stanley's Technology Glitch Highlights The Split Within The Firm's Two Cultures
Morningstar Will Help You Compare Your Fees Against What Others Are Charging
New App For Diagnosing Health Issues Indicates How Personal Financial Advice Apps Will Also Behave
One-Trick Apps Are A Key Cause Of The Disruption Revolutionizing Financial Advisor Software; Plus, How To Delete Backgrounds From Photos Easily
Orion Now Offering TRX As Part Of Its Solution!
Outsource, Yet Remain In Control
Price Increase And Upgrades On AdvisorSites Platinum
Rebalancing Software: Questions and Considerations Before Selection and Implementation
Regulatory Bodies Say Industry Firms Should Not Be Prohibited From Asking Employees For Their Social Media Passwords; What's Your Take? Do You Have A Better Solution?
Retirement Planning App Is Launched By An Entrepreneurial Financial Advisor With Programming Skills
RIA Fires Google Apps After Google Notifies Advisor Of A 15-Month Failure In Gmail's Archiving System; Gmail Archiver Accidentally Deleted Messages It Was Supposed To Retain
Securities America Wins BISA Technology Innovation Award for Advisor Dashboard
Security Issues Advisors Should Ask Web-Based Application Vendors About
The Five Best Mobile Productivity Apps Of 2012
The Verge Reviews Surface Pro And Says It Falls Short
There’s More To The Internet Than Just The Web
Thinking Like Your Prospects Is Key To Advisors Succeeding In Search Engine Optimization
Tykoon, An Online Platform To Teach Kids Financial Values, Launches Public Beta
Upgrade Of Google’s Operating System Gets Tepid Reviews; Chromebook Won't Do The Job For Most RIAs
Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives
What Were The Most Important News Stories Of 2011 To Financial Advisors?
Why You Don’t Need To Automate Rebalancing
You Need To See This To Believe It: MIT Grads Reportedly Develop An App That Transfers Files From One Device To Another Using Physical Gestures
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.