Windows 10 – The Desktop is Back!

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Tuesday, January 27th, 2015

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

In April 2015, Microsoft is expected to provide an official release date; the current expectation is sometime late in 2015...Read More »

Social Media Trends Financial Advisors Need to Know in 2015

Amy Sitnick, Senior Marketing Manager, SEI Advisor Network

It’s 2015. It’s 2015! According to Back to the Future II, we should be levitating and flying down the street. We’re not (yet), but technology is all around us and invading every aspect of our lives beyond just our mobile phones. This was apparent last week at the Consumer Electronics Show. The main theme there? Technology everywhere. Refrigerators, shoes, and more are becoming smarter. Let’s face it. Social media is no longer the next big thing. It’s here, it’s how we communicate with each other and it’s continuing to evolve..Read More »

Trends and Advice for 2015: Sue Glover

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 21st, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Fear of cloud technology is easing as advisors, technology tools that provide added-value to clients are gaining traction, and increasing number of technology choices available to advisors some of the trends that Sue Glover sees for 2015...Read More »

Stop Being a Sheep -- It’s Time to be The Shepherd

By Kim Ann Curtin, Founder & CEO, The Wall Street Coach on Tuesday, January 20th, 2015

Kim Ann Curtin, Founder & CEO, The Wall Street Coach

If I had to pick what will be the #1 emerging trend for 2015, it’s Authenticity. When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big...Read More »

The Responsive Advisor

Mike Barad, Head of Product Services & Components, Morningstar

The Responsive Advisor puts customers first, is always connected, uses modern technology to adapt, and resonates with both older and younger generations...Read More »

Trends and Advice for 2015: Sheryl Rowling

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, January 14th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

As clients are becoming more knowledgeable about tax implications of their investments and more sensitive to tax costs, they are beginning to demand a higher level of service in this area. As a result, I’ve witnessed a greater number of advisors seeking to apply tax saving strategies to their portfolio management services..Read More »

Trends and Advice for 2015: John Anderson

John Anderson, Managing Director, SEI Advisor Network

The industry is maturing and frankly so are many advisors. With the average age of financial services business owners creeping towards 60, many advisors focused on activities that added significant enterprise value to their firms...Read More »

Trends in 2015 All Advisors Should Know

By Jud Mackrill, Orion Advisor Services on Thursday, January 8th, 2015

Jud Mackrill, Orion Advisor Services

Portfolio accounting software moved forward in 2014 in putting a larger emphasis on the user experience and design. This portion of the industry has typically been focused on the function of software and not on its form, but as business becomes increasingly aware that good design yields better experience, portfolio accounting software providers have followed suit...Read More »

Must Attend Conferences: A Winter Preview for Advisors

By Bill McGuire, Principal, W.M.McGuire, LLC on Wednesday, January 7th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

The importance of attending the right conferences cannot be taken lightly, as they provide an invaluable resource for you and the continued growth of your firm...Read More »

Trends and Advice for 2015: Rosemary Smyth

By Rosemary Smyth, MBA, ACC, Author on Tuesday, January 6th, 2015

Rosemary Smyth, MBA, ACC, Author

To start the year, we’ve reached out to our blog contributors with 3 simple questions to get their perspectives on this past year and provide you with insight and advice as you begin 2015. We hope that you find helpful...Read More »

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