White Papers

« Back to White Papers

Advisers and technology: What the big firms buy

Oct 3, 2011

In July 2011, InvestmentNews surveyed more than 1,000 advisers about the kinds of software they use in their practice as well as their satisfaction with these products. Nine‐hundred twenty‐eight indicated that they worked for an RIA, financial planning or independent broker‐dealer firm.

The following report highlights several key findings from this survey, as well as comparisons between technology usage among “large” advisers (those managing at least $250M) and that among “small” advisers (those managing less than $250M).

For further information, contact the InvestmentNews data team at IN‐data@investmentnews.com

Download

Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Ayana Reid at (212) 210-0774 or areid@investmentnews.com.

  @IN Wire

Apr 17 11:14PM
The three levels of community involvement and how they can pay off: http://t.co/tw1EwHtZUv
Apr 17 07:22PM
6 hugely important tax lessons our own @Darla_Mercado learned from the challenging 2013 tax season: http://t.co/Liea3mZgKW

Career Center

Explore your opportunities and be informed for your next move.

Company Type
Firm Type
Clearing Firm
Presented by