Author

Marc Butler

Marc Butler is managing director, Technology Products & Services Group, with Jersey City, N.J.-based Pershing LLC.

What Google can do specifically for advisors

May 01, 2010

How did we ever live without Google?...

March 01, 2010

Social networking—interacting with others in an online community—has and will continue to have a significant impact on our society as a whole....

Your clients expect more from your tech

January 01, 2010

Your clients expect more from your tech...

Technology tips for the advisor transition

November 01, 2009

Technology tips for the advisor transition...

Five tips for better tech results

October 01, 2009

Five tips for better tech results ...

Three tips to ensure advisor efficiency

September 01, 2009

Three tips to ensure advisor efficiency...

Welcome to social networking

July 01, 2009

While there are always early adopters who want to be on the bleeding edge of the "next big thing," most people and institutions typically take a wait-and-see approach....

The case for consolidation

June 01, 2009

Should a boomer advisor consolidate his assets with one custodian, or should he work directly with fund companies and annuity product manufacturers?...

Boomer retirement: Phoning it in

May 01, 2009

I'm always leery when someone tells me a technology application changed their life....

What's next for advisor tech?

April 01, 2009

Gathering insight on the changing technology trends and challenges advisors face, I turned to Marvin Clark, chief technology officer for Woodbury Financial Services Inc--the broker/dealer arm of The Hartford....