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Software for storing and maintaining your client’s information

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The new technology platform at SEI Advisor Network, an outsourcer of advisor services, has been a long time in coming—more than seven years, at a cost of $600 million. Now that it’s arrived, SEI is aiming higher. Currently the network...

Automated drafting for the Elder Law practitioner

To financial advisor Jamie Cox, Twitter’s (@jamesacoxiii) success is all in its targeting. Take his 14,795 followers — the bulk of which he gathered in the first two years on the social channel. Many hail from telephone, utilities and tobacco ...

Financial advisors are tuning up their video skills and using YouTube to build branding, net clients and sell newsletters.

New software addresses the security needs of risk-weary investors approaching retirement.