Among respondents to a recent Booz & Company survey of financial advisors, 80% say they are using an iPad instead of a laptop when out of the office, reports Wealth Management.
For some advisors, smartphones and other portable devices, are a godsend that allows them access to client data on the go. For others, it can be a nightmare.
Social media has become a powerful tool for capturing new clients and raising assets, and many broker-dealers are encouraging their advisors to use the online communities. But is it right for you?
Total Rebalance Expert (TRX) has integrated its portfolio rebalancing software with Morningstar Office, which is a platform with research and analytical data on mutual funds, stocks and other investments, reports advisors4advisors.
Advisors say finding the best back-office capabilities and technology is one of their top business challenges.
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