Inside the Minds of Barron’s Top Financial Advisors
This is a summary of a panel from the Fiserv Client Conference Spring 2012, which was held in Las Vegas, NV. Moderator: Sterling Shea, Managing Director, Head of Advisory & Wealth Management Programs, Barron’s. Panelists: Ed Dollinger, Edward Jones, 26 years – manages $500 mm Theresa Chicopolos, CFP, Wells Fargo, Scottsdale, AZ, 26 years – […]
iPad App Review: goalGetter
This is a review of the goalGetter iPad app from ASI Advisor Software. goalGetter is a personal financial planning app targeted at the end investor. It is a very simple tool designed to help plan for large financial events. It’s easy to use with a clean, intuitive layout that allows you to drag and drop to […]
Empowering Consumers in the Digital Age – Part 2
This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 2 of a two part series. You can read Part 1 here. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, […]
Empowering Consumers in the Digital Age – Part 1
This is a summary of a panel session from the Fiserv Spring 2012 Client Conference and is part 1 of a two part series. Moderator: Don MacDonald, Executive VP & Chief Marketing Officer, Fiserv Panelists: Benny Higgins, CEO, Tesco Bank Jonathan Carson, CEO Digital Nielsen – leads their digital business since they acquired his company, BuzzMetrics, in 2007. Debra Hopkins, […]
