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By Davis D. Janowski
05/02/2008
Davis D. Janowski recently received an interesting demo from Andrew Gluck of some soon-to-be-available features of the company's top-shelf adviser website offering. These new offerings are at the forefront of a wave of similar collaborative features we'll soon be seeing in various platforms and online applications.
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By Bob Clark
05/01/2008
Bob Clark of Investment Advisor Magazine explains how Personal Client Portals can enable an interaction between advisors and clients that is far more frequent, intimate, and interactive than has ever before been possible. "Think of the potential in having your clients regularly logging on to a site that positions you as their first and best solution for ther financial needs and questions," says Clark.
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By Eric Clarke
03/01/2008
A study of baby boomers shows a significant increase in Internet usage in increasingly diverse ways. That's great news for firms that use Personal Client Portals to communicate with clients and an endorsement for the direction API is taking with the platform.
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By Ed McCarthy, CFP
02/01/2008
Journal of Financial Planning discusses the growth of client-centered websites for financial advisors—and how Advisor Products is helping to lead this trend.
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By Matt Abar
12/19/2007
Wealthfly, a blog for independent advisors and planners, explains the importance of financial advisors using blogs to communicate with clients, and credits Advisor Products with innovations that will help bring blogs to the forefront of the financial advisory profession.
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By Tom Aspray
11/09/2007
Advisor Products CEO Andrew Gluck, appearing on Moneyshow.com, discusses marketing mistakes by financial advisors.
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By Tom Aspray
11/01/2007
Advisor Products CEO Andrew Gluck, appearing on Moneyshow.com, explains the challenges that financial advisors face in marketing themselves in the Internet era.
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By Joel P. Bruckenstein
02/15/2007
Morningstar writes about how advisors can get more and spend less on Marketing. On API's brochures, Joel Bruckenstien of Morningstar said, "I've never seen brochures of this quaility with this amount of customization at anywhere near the prices Advisor Products charges."
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By Bob Veres
01/01/2006
The subject is m*rk*ting, an activity many of you believe is beneath your professional dignity and rather unpleasant to discuss in mixed company. With the help of O'Connor, Gluck, Gendel, Lear and a handful of brave advisers, the planning profession may finally be starting to articulate its value and discuss it in public. Instead of waiting by the phone, the profession is beginning to figure out how to make it ring.
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By Jo Day and Kevin Day
05/01/2005
FPA Journal recommends AdvisorSites' Email Archive System as an easy and efficient way for advisory firms to archive their emails.
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By James J. Green
04/26/2005
Advisor Products Founder and CEO Andrew Gluck was named to Investment Advisor Magazine's IA 25, a list of the top-25 most influential people in and around the financial planning profession.
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By Joel P. Bruckenstein
01/24/2003
Morningstar says that Advisor Products' Web sites (AdvisorSites) are the gold standard among firms providing Web services to independent financial planning firms and that API is "head and shoulders above the competition, offering a combination of products, technology, and service unmatched by its rivals."
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