Tech Review: Pershing's Next-Generation Platform

INVESTED IN ADVISORS TECH Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List August 21, 2013 FOLLOW US: Tech Review: Pershing's Next-Generation Platform Pershing's technology platform for advisors gets a far-reaching upgrade. What’s Your Technology Backup Plan? There are times when technology doesn’t do what you want it to, and all of your best intentions and intended efficiencies go out of the window. But it should never happen in front of a client or prospect. LPL Announces Big Changes in Fees, Service & Technology The giant IBD wants its advisors to know that it has heard their complaints and is doing something about them. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! Social Media Tips for Solo Advisors Let’s start with the basics: If you are not engaging people on social media as a financial advisor, it’s time to catch up. New Portfolio Tool Targets Investors A new product is designed to help clients make investment decisions themselves that align with their values. Ron Carson & Craig Faulkner Launch Content Platform Digital Fortress Carson's coaching firm, Peak Advisor Alliance, and Faulkner's digital content firm have joined forces to create a new digital content service for advisors. Research Roundup: The Tick-Tock on Tapering No one should have expected the asset purchase program to last forever and the consensus opinion at the start of 2013 was that Fed asset purchases would likely stop by the end of the year. -Scott J. Brown, chief economist, Raymond James Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos United Capital's 'Starbucks Strategy' Debunking Currency War Fears How to Develop Top Advisor Talent Ask Ed Slott: Income Limits on Roth IRA Conversions Slide Shows 18 Apps Advisors Can't Live WIthout 11 Steps to a Better Social Media Strategy 20 Essential Books for Every Advisor's Summer Reading List 10 Great Tips for Client Events 10 Ways Independent Advisors Can Escape 'Their Islands' © 2013 SourceMedia. All rights reserved. You are currently subscribed to FP Tech as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809