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Klosterman on Industry Technology Panel
Publish Date : 1/18/2008 5:51:00 AM Source : Technology News Onlypunjab.com
A Minnesota-based wealth management firm with offices in Minneapolis and Sarasota Florida, recently participated in an industry panel that discussed how their firms used technology in meeting client needs. The "technology Tools for Today" conference was held in Orlando, Florida on January 10th-12th at the Gaylord Palm Resort us attended by leaders in the wealth management industry to learn about tools that can help them serve their clients at the most efficient level possible.
The session Mr Klosterman was entitled "Real Advisor Offices -- Evolving Technology" (Panel) with moderator Dave Drucker, a leading journalist, publisher of Virtual Office News and expert in the technology arena for the wealth management industry. Also participating were Jeff Daniher (Ritter Daniher), and John Sestina (John E. Sestina & Co.) Panelists discuss how their offices have evolved technologically over the last decade to make their operations significantly more efficient today.
"White Oaks Wealth Advisors employs technology to assist us in meeting our clients needs and expectations" said Klosterman. "At one time we used compound interest tables and a yellow pad to provide an analysis. Today we can provide more depth and multiple scenarios for a broader and more complete answer" he added.
White Oaks Wealth Advisors, Inc . is a private, fee-only wealth management firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals. White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the "Top 250 Financial Advisors" by Worth Magazine, Top Dog's by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com" "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine |
Orissa to use GPS for mapping
Publish Date : 1/28/2005 1:18:00 PM
Orissa will use the Global Positioning System (GPS) to map areas not yet surveyed, an official of the state science and technology department said Thursday.
LG mulls launching notebooks post-budget
Publish Date : 1/28/2005 1:14:00 PM
LG Electronics India Ltd (LGEIL), the wholly owned subsidiary of the South Korean chaebol, plans to introduce notebooks in India after the budget if duty and tax provisions ....
Chidambaram launches project on digital signatures
Publish Date : 1/25/2005 1:43:00 PM
Finance Minister P. Chidambaram launched a programme here Monday as part of the government's e-governance project to provide digital signature certificates and facilitate ....
Q4 2004: MEMSCAP Shows Operational Profitability
Publish Date : 1/25/2005 10:43:00 AM
MEMSCAP (Euronext: MEN), the leading provider of innovative solutions based on MEMS (micro-electro-mechanical systems) technology, today announces its revenue and ....
Lattice Semiconductor Reports Fourth Quarter
Publish Date : 1/25/2005 10:15:00 AM
Lattice Semiconductor Corporation (Nasdaq:LSCC) today announced financial results for the fourth quarter and year ending December 2004.
Users Confuse Search Results, Ads
Publish Date : 1/24/2005 6:40:00 PM
Only 1 in 6 users of Internet search engines can tell the difference between unbiased search results and paid advertisements, a new survey finds.
Teen Helps Build Firefox Web Browser
Publish Date : 1/24/2005 5:46:00 PM
By age 10, Blake Ross was designing Web pages on America Online. By 14, after mastering complex programming languages such as C++, he was fixing bugs in Netscape's Web....
Industry Aims to Deliver Music Everywhere
Publish Date : 1/24/2005 5:44:00 PM
In the music business, it's a vision that may soon be consigned to history: Grandpa slumping into the recliner, closing his eyes and enjoying a favorite rendition of an operatic....
Security Concerns Prompt Internet Explorer Defections
Publish Date : 1/24/2005 5:31:00 PM
Worried about catching viruses, spyware, or other malicious software while surfing the Web?
Scrambling For a Slice Of Internet Phone Pie
Publish Date : 1/24/2005 5:01:00 PM
Investors showed little interest when Richard M. Tworek started setting up Internet-based phone systems for businesses two years ago.
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