Sheryl Rowling
InvestmentNews
San Diego, CA, United States
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Past articles by Sheryl:
Vendors need to be held to a higher standard on privacy
Advisory firms should perform due diligence on how all their providers safeguard clients' personal information, including custodians, software and back-office services. → Read More
4 top surprises from the new tax law
Advisers can turn these surprises into planning opportunities this year. → Read More
Boost your reputation with content marketing
To choose a project, look at such factors as the market you're targeting and your expertise. → Read More
5 year-end tax planning strategies
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients → Read More
Postponing tax is a lofty goal
Offering a comprehensive tax-postponement strategy can be extremely beneficial to clients. → Read More
What robo-advisers do right
Robo-advisers are everywhere — on television, in consumer media and professional publications. What is really under the hood? What do these services actually provide to investors? In this three-part series, I will address both the positives and negatives of robo-advisers, as well as how investment advisers might deal with them. According to Investopedia, "A robo-adviser is an online wealth… → Read More
6 adviser technology resolutions for a more organized 2016
This adviser takes a risk by publishing their technology goals for the new year → Read More
Mobile work options impact RIA firms
The technology revolution continues to evolve, impacting us in ways that were unimaginable even 10 years ago. The "givens" of today will propel us — or even force us — to examine and change how we manage our work force. Those given factors include:• The ubiquitous presence of cell phones• The availability of countless apps• Increased storage capacity and greater processing capability • Decreased… → Read More
This app can help advisers better broadcast messages to clients
Periscope offers a way for advisers to Tweet with video rather than just words and photos. → Read More
5 tech moves to make before year-end
The end of the year is fast approaching and it's a good time to take stock of your technology. Consider these five technology tips before Dec. 31. → Read More
Technology can help advisers manage mutual fund capital gains taxes
Hit this year could be big as many client portfolios are down and funds project steep distributions. → Read More
From Total Rebalance Expert's CEO: Why Morningstar, why now
Sheryl Rowling says that after a few months working together, the two companies realized a closer relationship made sense. → Read More
Microsoft's new email filter Clutter gets thumbs-down
Having to check the folder regularly becomes inconvenient and potentially dangerous. → Read More
Technology can help keep clients calm amid market chaos
Your CRM is a powerful tool that can help you send out a blast email to all of your clients at the touch of a button. → Read More
How to plan for buying or upgrading to new technology
May 2-3, 2016 | Chicago | $425. Learn the latest strategies to create a sustainable retirement for your clients, with experts in retirement policy, behavioral finance, portfolio theory, demographics, insurance, Social Security, estate planning, taxation and more. → Read More
How high-tech is your firm?
Where do you fall on the technology-adoption scale — and where do you want to be? → Read More
Cyber criminals getting more aggressive and devious
No matter how well you know your clients, don't shortcut security procedures. → Read More
The problem with software
Replacing old or buying new software will cause you to question a lot of your assumptions, but it can also help you improve your business. → Read More
Don't miss opportunities by thinking of tech as expense vs. investment
When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky. → Read More
Identity theft hits home
Here's what one adviser did after her son had his identity stolen. → Read More