In many columns, I have examined the choices available on custodial technology platforms, either built or under construction
This intrepid (and tired) reporter has been riding the rails and flying the crowded skies over the past few weeks attending conferences, taking part in panels and meeting with many financial advisers about my favorite subject: adviser technology
If you would like an easy way to educate clients — and, more importantly, their children — about matters financial, take a look at HelloWallet
Have you ever received a LinkedIn connection request from someone and wondered, “Who the heck is this person?”
Typically, an RIA spends a little over 2% of its revenues on technology in a given year, according to findings from our <a href=http://www.investmentnews.com/adviserstudy>IN Adviser Solutions</a> group.
With Americans practically addicted to the Internet, a web-based investment advisory business would seem to be an idea whose time has come
Salesforce.com has become a serious competitor in the customer relationship management market for financial advisers
While financial planning obviously is important, many registered investment advisers say that it just doesn't pay the bills
Schwab Intelligent Technologies part of the evolving strategy to deliver on the firm's technology promises
Not surprisingly, investors are becoming more adept at using technology to manage their finances and evaluate investment-related information
Looking beyond the technology-centric U.S. market is key to building a solidly diversified portfolio of tech stocks, according to Ian Warmerdam, manager of the $300 million Henderson Global Technology Fund.
Cetera Financial Group Inc. is launching a mutual fund/ETF advisory program that will give financial advisers in the firm's three broker-dealers access to institutional services and advice from three major money managers
I recently received a demonstration of Trust Co. of America's new web-based interface for clients. It is the first major piece of the custodian's overall platform retrofit to be completed
Advisers are lagging banks and retail brokerages when it comes to providing useful tools on smart phones and tablets — and the average investor notices it.
When it comes to brokerage firm websites, designed to inform investors about their transactions, one of the first things one would think they'd get right would be providing them with their account information. Apparently, they don't.
Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients
Financial advisers often equate technology with progress. And while it can be one of the major keys to unlocking profitability, it also can be responsible for strangling and stifling your firm.
