I received an interesting email from Michael Dell yesterday evening detailing Dell’s ongoing relationship with Integrated Advisor Solutions. We’ve been a Preferred Provider for Dell for many years, so we’ve always had somewhat of an inside track into the company’s roadmap – one recently littered with disparate …
We’re big fans of automating as many quarter-end reporting tasks as possible. So when one of our clients approached us last week trying to choose between creating and maintaining a custom Excel spreadsheet or modifying an Advent Axys catalog performance report for the purpose of reporting specific …
I’m old enough to remember the “dumb terminals” and “big iron” used throughout the financial services sector back in the 1980′s and even into the mid 1990′s. Of course, the proliferation of inexpensive personal computers combined with the graphical user interface was largely responsible for displacing all …
The global marketing landscape is quietly undergoing a significant transformation due to recent technological trends. We believe this transformation will mandate a paradigm shift be embraced by your firm with respect to its marketing efforts if your firm desires to remain visible in the eyes of your …
In Social Media for RIAs Part III, I made the case for increasing your firm’s online exposure by driving traffic to your website and allowing viewers to share your website content via their social media use, not your firm’s social media use. This article is going …
In Part I, we discussed some of the perils of social media use relative to the RIA business model. But, we also identified two legitimate uses, in our opinion, of social media for RIAs – content distribution and social networking. Part II dealt specifically with the …
In Part I of this topic, we identified the two best uses, in our opinion, of the social media explosion that RIAs should leverage right now. We believe RIAs should (1) exploit the segregative nature of social media for the purpose of high quality media-based content distribution…
The topic of social media use by the registered investment advisory community, including the how, where, why and when, merits a pretty thorough discussion; and it is one which we have been really excited to share with the community. Because of the complexity of the topic, one …
When I received a call from one of our clients today regarding missing data, I was reminded of that insurance company’s series of commercials where the actor represents the embodiment of mayhem. During the hectic nature of quarter-end reporting and an attempted upgrade (not performed by us) …
