quick start guide - factiva€¦ · © dow jones and company, inc. all rights reserved....

© Dow Jones and Company, Inc. All rights reserved. SEGMKTG-10-12877

Quick Start Guide

My Business – The Home Page

My AccountClick through to manage your preferences, including your User Profile, Alerts, subscriptions to Daily Digests and Company Lists.

Real Time NewsProvides the very latest news headlines on what is moving the Markets. View headlines or click to view full stories.

VideosView markets and practice management videos selected by the Dow Jones Wealth Management Editorial Team and supplied by Dow Jones and Fox Business News.

ColumnsColumns include Market Talk – providing insights, commentary and forward- looking analysis – and Heard On The Street – a real time news column.

News AlertsClick through to view your latest customized Alert results. Instructions for creating Alerts can be found on page 8.

Financial Adviser BlogNews and insights specifically for financial advisers, wealth managers and their clients.

Persistent DockContinually access Search, Real Time Scrolling News and Market Data (approximate 15-minute delay).

Search BoxesSearch for Real Time News, Publications, Web News and Multimedia using keywords, company names, executives or stock symbols. Change the Search drop-down from News to Quotes to see Quotes and Profiles on U.S.-listed companies, mutual funds, ETFs, and major indexes.

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Markets TabMarkets includes information geared toward the transaction-oriented financial adviser. Key sources of Markets information include: Dow Jones News Service commentary, Wall Street Journal print and online, Barron’s print and online, Smart Money print and online, and MarketWatch.

Top StoriesView content and tools filtered for the way advisers transact business in the following categories: Investing, Economy, Deals, Industries, Stock, Bonds, Mutual Funds and ETFs.

VideoView video selected by the Dow Jones Wealth Management Editorial Team on market-moving topics.

ColumnsIncludes prominent columns from The Wall Street Journal, Barron’s, Dow Jones Newswires, SmartMoney and MarketWatch.

News RadarAt a glance, see a visual representation of available news content on companies of interest to your business. Click on a box on News Radar to get the five most recent news headlines. Includes predefined indices lists, or you can define your own list by clicking on Create List.

News TickerProvides a quick look at headlines by global region. Uncheck the boxes to change the filter. Click a headline to view the full article.

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Scroll down on the Markets page to view the news ticker.

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Markets Tab Continued

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StudiesIntegrated on most landing pages, click through to the Light Box view for Talking Points and news.

Most MentionedQuickly view top companies, people and subjects making headlines in the market.

Workflows within the Markets Tab are designed to help you engage easily with your clients. For example:

View an article summary.

Click to reveal the full article.

Obtain quote information on highlighted companies within the article.

From the quote, click View Profile to access the Company Profile, whichincludes Talking Points providing highly-structured summaries of developments in markets that are moving.

Talking Points are also accessible on many of the landing pages in Tools & Analysis and in the Light Box view of many studies on the Markets landing pages.

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Practice ManagementFeatures carefully-curated commentary for the financial adviser who requires information on managing and growing his or her business or practice.

Key sources of information are Dow Jones Newswires, The Wall Street Journal, Barron’s and Dow Jones Wealth Management editorial staff, writing exclusively for the wealth manager.

Launch Points to Editorial Topic Centers Relevant practice management content covering Retirement Planning, Financial Planning, Taxes and Small Business.

Editorial CollectionsView our editors’ selected articles written by more than a dozen reporters dedicated to Wealth Management practice topics.

VideosVideo selected by Dow Jones Wealth Management Editorial Team on market-moving topics.

Daily Digests Choose daily delivery of commentary and analysis content on topics such as Financial Planning, Practice Management, Retirement Planning and Taxes. See page 9 for instructions on how to set up Daily Digests.

Wealth Industry News RadarQuickly see where Wealth Management news is focused through a graphic visual representation that helps you navigate through the daily onslaught of news, filtered for topics of interest.

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Market Analysis Overview Get a quick analytical snapshot of what is happening in the market globally.

StudiesView a Study Library containing a deep gallery of advanced charts, tables and graphs; available on the Studies tab.

Talking PointsServes up the most important facts on each of the Overview pages, plus Talking Points on all U.S.-based equities. Talking Points are quick facts that an adviser can use to communicate the financial impact of major events to clients.

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Tools & AnalysisFeatures a Markets Overview page, a deep Study Library, Advanced Charting, Screeners, Calendars and analysis of Industries and Sectors.

Note: Tools & Analysis is included with the Markets Entitlement; not available for the Practice-only entitlement.

CalendarsView calendars including U.S. Economic, G7 Economic and Earnings calendars.

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E-mail Articles to Clients or ProspectsClick a headline you would like to share with a client or colleague to view the full article.

Click E-mail and send the article through your primary e-mail account.

Distribute to your network of contacts.

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Create a Company ListClick My Account at the top of the screen.

Click the Companies List tab.

Select Create A New List.

Add companies you would like to follow. The Company List will appear on the News Radar drop-down on the main Markets page.

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Company Callouts In articles, hover the mouse over companies highlighted and select View Profile for a quick view of company information.

Click View Profile for quick access to the Company Snapshot and Talking Points.

Choose to add to News Radar or create a price Alert to follow companies of interest.

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Fat Nav BarClick on the Markets, Practice or Tools & Analysis tabs to display a table of contents within each tab. Navigate directly to an area of interest from the Fat Nav bar.

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NavigationTips to help navigate Dow Jones Adviser.

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Columns & Blogs IndexFind your favorite columns quickly and easily.

Video CenterFull video library with search.

Way FinderTells you where you are on the site.

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Creating and Editing AlertsKeep on top of the latest developments by setting up Alerts on the companies or topics most important to your business.

To Set Up AlertsClick My Account at the top right corner of the Home Page.

Click the News Alerts tab.

Click the Create New Alert button and select OK to go to the Search page.

Enter search criteria (keywords or company) and click Search. Once your search has run, click Save as an Alert.

Name your Alert.

Fill in your preference for the Alert, including the schedule of delivery and whether or not you would like to receive an e-mail Alert. Click Save.

Alerts can also be set for any company or topic as part of the search results by starting at Step 3.

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Subscribe to Daily Digests

Click the My Account link at the top right of the screen.

Click the Daily Digests tab.

Check the boxes to subscribe to the latest editorial commentary and analysis on key Wealth Management topics.

Choose your desired e-mail format.

Click Save.

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Log In to Dow Jones Adviser Mobile BrowserMobile Access to Dow Jones Adviser via your BlackBberry or iPhone (may not be available for all users)

To set up Dow Jones Adviser Mobile, open a browser on your mobile device and go to: mobile.dowjones.com/adviser.

At the prompt to log in, enter your ID, password and namespace, or switch to e-mail log-in.

Click Go.

You will be able to search for articles, run your alerts, share an article, etc.

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Dow Jones News CodesUsers who are familiar with Dow Jones news codes, or who would like to run a targeted search, can use these Dow Jones news codes in Dow Jones Adviser.

For example, to search on the following topics/content, enter the indicated syntax in the Search Box:

Frequently Used News Codes for Dow Jones Adviser

Topic SyntaxinDJASearchBox 1. Federal Reserve djn=G/FED 2. Wall Street Journal sc=WSJO or sc=JENT (use both)3. Barron’s sc=BON or sc=BENT (use both)4. Personal Finance djn=N/PFN 5. Practice Management djn=N/PMT

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quick start guide - factiva€¦ · © dow jones and company, inc. all rights reserved....

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