Internet and Marketing Usage of Fee-Only Registered Investment Advisors
| Executive Summary | |
| Software | 4 |
| Product Feeds | 4 |
| RIA Business Philosophy | 4 |
| Fund Selection Process | 5 |
| Custodial Relationships | 5 |
| Use of Multiple Custodians | 5 |
| Services by Independent Broker-Dealers | 6 |
| Use of Websites | 6 |
| Product Information | 6 |
| Value-Added Information | 7 |
| 7 | |
| RIA Clients | 8 |
| RIA Websites | 8 |
| Marketing and Practice Management | 9 |
| Report of Discussion | |
| Software | 10 |
| Portfolio Management/Financial Planning | 10 |
| Contact Management Software | 12 |
| Other Software | 12 |
| Software Complications | 14 |
| Product Feeds | 15 |
| Third-Party Integrators | 15 |
| Download from Product Suppliers | 17 |
| Problems with Downloads and Calculations | 17 |
| The RIA Business Philosophy | 18 |
| Servicing Clients | 19 |
| Fund Selection Process | 19 |
| Managed Accounts | 21 |
| Custodial Relationships | 21 |
| Services | 21 |
| Use of Multiple Custodians | 23 |
| Services by Independent Broker-Dealers | 25 |
| Use of Websites/Internet | 27 |
| Product Information | 27 |
| Portfolio Manager Commentary | 30 |
| Registration and Passwords | 31 |
| New Product Information | 32 |
| Indexes | 32 |
| Value-Added Material | 32 |
| 35 | |
| RIA Clients | 38 |
| RIA Websites | 39 |
| Servicing Clients | 40 |
| Regulatory Issues | 42 |
| Marketing | 43 |
| Practice Management | 48 |
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