EasilyDo is a free app that remembers to do all the things you typically forget about — send reminders when bills are due, check traffic and even notify your spouse when you're leaving the office....More
BrightScope’s recent Twitter rankings placed Josh Brown, aka @ReformedBroker, at the top of the advisor heap. Here’s what Brown says you should be doing—and why he thinks he was tapped as No. 1....More
CEO Mazy Dar talks about his plan to offer an alternative to desktop terminals like Bloomberg’s by allowing financial institutions a way to stitch together their own custom blend of apps, programs and internal options....More
Once you have seen the competition in action, it is easy to incorporate some of the best ideas into your plans for future. One group that we can learn from is the so-called "robo-advisors," argues SEI Advisor Network's Raef Lee.
Financial Services Roundtable’s CTO Dan Schutzer walks us through his idea for an online safety deposit box, and if clients can ever, or will ever, completely trust their financial data in the cloud....More
Many advisors dream of transitioning their business, but fear of the unknown can often leave those dreams on the backburner. With this webinar, you can improve your odds of making the right decisions by learning firsthand from the experience of others....More
Despite recent political clashes and economic headwinds, our company-by-company global research efforts are uncovering long-term emerging markets opportunities. Join us for a look behind the headlines to gain a ground-level investment view with Noriko Chen, a portfolio manager for the American Funds Developing World Growth and Income FundSM, and Christopher Ryder, a Capital Group equity investment specialist....More
As an advisor, you have likely built a business of substantial value. Unlike other businesses, your most valuable asset is the relationship you've built with your clients, which commands time and commitment to ensure a successful transition near the end of your career....More