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Articles written by Judy Messina


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Tim McAfee:There should be a better way to allow independent reps to have access to great technology.

Advisor Tested: Market76 is trying to be a better, cheaper platform for advisors -- free, in fact

A former advisor is trying to find the happy medium between jerry-built in-house systems and platforms with too many moving parts

March 1, 2012 – 10:48 AM

Michael Ling: Well, you better know what you're doing ... the more you know, especially about economics, the better questions you can pose.

Advisor Tested: HiddenLevers roots out hidden connections between world events and client portfolios

Ten months in, we talk with two early adopters who are using the tool to check out what-if scenarios like 'Eurozone collapse' to create their what-if scenarios

December 6, 2011 – 6:08 AM

Russell Thornton: It builds more credibility and being more easily seen and heard online is probably a good thing.

Advisor Tested: Arkovi expands and archives a firm's online footprint

Social media tools archive your firm's posts, tweets and blogs and make sure they're all there when regulators pay a call

November 11, 2011 – 5:09 AM

Joe Wride: You can start with a 30,000-foot-view of a client’s situation and then select different reports.

Advisor Tested: eMoney's automation adds the biggest benefit; account aggregation still building

Web-based software available to clients; Sage Advisors plans to use the iPad to show off the capabilities

April 25, 2011 – 2:43 PM

One advisor uses a personal assistant app, Siri, to find things when he's on the road, such as the nearest gas station or a Chinese restaurant.

Advisor Tested: Top iPad apps for RIAs

Dragon Dictation, Time Tracker and, surprisingly, iTunes are among those cited by advisors

March 16, 2011 – 2:32 PM

Jessica Maldonado: At the end of the day, people want to help other people.
February 7, 2011 – 2:55 PM

David Wisehaupt: It's "the greatest utility that I have owned in my business life."

Advisor Tested: iPad proves ideal for advisors on-the-go; the surprise is the effect on clients

The rock star of the mobile world evolves into a tool for reassurance and retention

January 10, 2011 – 3:01 PM

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