Advisors are coming around to the value of tablet computing in their business, but progress toward getting more commercial advisor apps on the market has been slow.
Social Security may seem less critical for wealthy families, but the rich are actually more likely than the middle class to expect their advisors to figure out exactly when to start taking government checks.
The founders of MyFinancialAdvice.com, a site designed to enable financial planners to offer advice online to middle-income Americans, are launching a site designed to promote use of social media by advisors.
Launching on October 12, 2011, OnlineAdvisorCentral.com will include online video training, peer support, ongoing one-on-one assistance, and "monetization" tools to conduct advice sessions online.
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Kevin Condon and Ron Peremel have for several years been working on MyFinancialAdvice.com to promote fi
Socialware, a social media compliance vendor to broker/dealers, today announced that Craig Pfeiffer, a recently retired Vice Chairman at Morgan Stanley Smith Barney, is joining the firm as a senior advisor.
Pfeiffer joins Socialware's current advisory team, says a press release, which consists of Jeff Dachis, Founder and CEO of Dachis Group; Paul Rogers, Site Director at Google; Brian Mennell, entrepreneur and investor and Kenny Van Zant, Marketing and Corporate Strategy at Asana.
Socialware has been adopted enterprise-wide by a number of independent B/Ds, incuding American
Simply switching between applications and doing routine tasks multiple times costs advisors enormous amounts of time, a new study from the Aite Group claims.
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