Commentary from SunGard experts on news and events affecting the financial services industry.
Contributor: SunGard Viewpoint
In Part 2 of SunGard’s two-part series on “Mobile in Financial Services,” Neil Palmer, partner of advanced technology services for SunGard's Global Services business, and Jennifer Valdez, senior vice president of SunGard's wealth & retirement administration business, discuss the advantages of a “mobile first” approach to design and development.... read more
Commentary from SunGard experts on news and events affecting the financial services industry.
Contributor: SunGard Viewpoint
In Part 1 of SunGard’s two-part series on “Mobile in Financial Services,” Neil Palmer, partner of advanced technology services for SunGard's Global Services business, and Jennifer Valdez, senior vice president of SunGard's wealth & retirement administration business, discuss the impact of mobile technology on the financial services industry, and in particular, wealth firms and their clients.... read more
Contributor: Jennifer Valdez
Social media creates a unique opportunity for financial advisors to break out of traditional communication models and interact with their clients and prospects on a whole new level. While the effort to becoming social media savvy may seem daunting, it can bring endless benefits. Whether you want to be active with outbound social media contributions or use more of an observer approach, there are several positives to consider.... read more
Contributor: Jennifer Valdez
Last week, I had the opportunity to attend and present at the Financial Planning Association’s (FPA) Major Firms Symposium in San Diego, CA. So much has changed in the financial planning space since last year’s symposium that I thought I would share a few key observations and conference highlights that stood out to me.... read more
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