By Dan Jamieson, Investment News
02/03/2011
Investment News quotes Advisor Products CEO Andrew Gluck on how FINRA oversight may affect RIAs.
By Davis D. Janowski, Investment News
01/23/2011
Technology writer Davis Janowski highlights key features for advisors to look for when purchasing an online document vault.
By Pamela J. Black, Financial Planning magazine
04/27/2010
Financial Planning magazine covers the rise of multi-family offices and cites an April 2010 webinar by Advisors4Advisors.
By Nancy Opiela, Advisor Perspectives
02/09/2010
Whether your web site is an online brochure to attract prospects or tool to enhance client communication, small changes can generate big returns.
By Randy Lampert, Orion Advisor Services LLC
11/30/2009
In the Operations Insight column of the November 2009 "Coordinates" newsletter by Orion Advisor Services, readers learn how Advisor Products' Personal Client Portals can integrate with a firm's marketing website, CRM, and financial planning system to create a more "sticky" client experience.
By Shelly Banjo, The Wall Street Journal
07/31/2009
The Wall Street Journal addresses the difficulties of financial advisors who want to use Twitter to expand their businesses. Advisor Products CEO Andrew Gluck believes compliance issues are a main reason for advisors' lack of success.
By Davis D. Janowski, Investment News
06/19/2009
Using the portal technology of Westbury, N.Y.-based Advisor Products, financial advisers can set up a secure financial web page for each client, writes Davis Janowski of Investment News. That dedicated page will allow clients to access their account data from advisers’ portfolio management, financial planning and CRM systems, as well as market data.
By Donna Mitchell, Financial Planning magazine
06/10/2009
Software integration is the Holy Grail for companies that serve financial planners these days, writes Donna Mitchell of financial-planning.com. Advisor Products, which provides technology and marketing services for advisors, and Redtail Technology, creator of a widely used customer relationship management (CRM) product, have joined the march.
By Nathan Conz, Insurance & Technology
04/23/2009
Insurance & Technology writes about the release of the Personal Client Portal interface with XLR8 for Salesforce, which aims to transform a financial advisory firm’s CRM system into a client communications tool.
By Maya Ivanova, Investment Advisor
03/11/2009
Bringing a fresh perspective to marketing can help financial advisors turn the turbulent market environment into an opportunity. By focusing on online marketing, blogging, and social networking—modern communication methods that are grossly underused by advisors—they can reach current and prospective clients at very little expense.
By Davis D. Janowski, Investment News
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.
By Bob Clark, Investment Advisor
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.
By Eric Clarke, Boomer Market Advisor magazine
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.
By Ed McCarthy, FPA Journal
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.
By Matt Abar, Wealthfly.com
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.
By Tom Aspray, MoneyShow.com
11/09/2007
Advisor Products CEO Andrew Gluck, appearing on Moneyshow.com, discusses marketing mistakes by financial advisors.
By Tom Aspray, MoneyShow.com
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.
By Joel P. Bruckenstein, Morningstar
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."
By Bob Veres, Financial Planning magazine
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.
By Jo Day and Kevin Day, FPA Journal
05/01/2005
FPA Journal recommends AdvisorSites' Email Archive System as an easy and efficient way for advisory firms to archive their emails.
By James J. Green, Investment Advisor
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.
By Joel P. Bruckenstein, Morningstar
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."