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Internet phone: Time to jump on the bandwagon?

June 10, 2014

After spending four weeks in France relying on a voice over internet protocol (VoIP) phone, I was impressed with how well it worked. But I’ve been using it in my office for some time. In my opinion, VoIP is the right solution for “regular”...

Stocks have biggest May in years but where's the excitement?

June 2, 2014

There's sizzle but no bacon. What gives? Volume, VIX and yields are stock market's bogeymen Many fee-only RIAs are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable....

Firms line up to donate software to college financial planning programs

May 27, 2014

As technology assumes a larger place in the advisory industry, software companies are clamoring to donate their products to financial planning programs in universities across the country. Texas Tech University, for example, now receives more...

As e-communication channels proliferate, risk of Finra fines spikes

May 19, 2014

Advisory firms may be inadvertently creating an unceasing flow of revenue into Finra's coffers. E-messaging channels such as instant messaging, text/SMS messaging, Twitter, Facebook and LinkedIn have grown rapidly, but the proliferation of e-messaging...

7 ways to correct advisers' biggest technology and compliance blunders

May 15, 2014

Using technology that is up-to-date and compliant should be a top priority for financial advisers, but well-intended mistakes still happen. Here, experts weigh in on the blunders they most often see advisers make and how to correct them. Store...

Three tech tricks for functioning smoothly overseas

May 12, 2014

We have completed our first full work week in Paris. Aside from a few technology glitches, the distance issue seems to be going okay. The main issue, it seems, is discipline on my part! (Here's where the story starts: Can an adviser work remotely...

Three reasons why advisers should go mobile

May 7, 2014

Maintaining a successful business as a registered investment adviser requires a more tightly woven combination of investment, business and client service expertise than in the past. This is partly driven by the explosion of new technology that...

Respect for tech puts firm on path to success

May 4, 2014

When Brian R. Jack joined the financial advisory firm Budros Ruhlin & Roe Inc. in 2000, managing technology was a responsibility shouldered by one of the firm's financial planners. At the time, the firm realized that technology was changing...

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