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Many advisers are moving on from Apple to adopt another tablet brand

August 20, 2015

It appears that the Apple iPad is losing popularity, at least among financial advisers. Although 65% of the more than 700 advisers surveyed for InvestmentNews' 2015 most-popular technology report said they use an iPad, that is down from the...

3 due diligence steps advisers should take to avoid costly technology mistakes

April 30, 2015

The pace of technology has changed so remarkably in the past decade that even early adopters struggle to stay on top of what's new. This largely, though not exclusively, has resulted from the widespread adoption of consumer technology in business...

As Apple Watch details emerge, what's in it for advisers?

March 9, 2015

As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers — and some of the companies that work with them — see a bigger role for wearable technology in the years ahead. For most financial advisers today,...

Integration—The Holy Grail of Financial Technology

May 1, 2017

Integration means different things to different people, but in our industry, I liken it to the holy grail of financial technology. Why? Integrated systems improve efficiency, allowing you to, for example, input a piece of data once and automatically...

Real-time apps help advisers connect and stay in touch with clients

August 4, 2015

Hundreds of years ago, people relied on town criers to shout out must-know information. The source of the news was limited to a few individuals. You had to gather at the right spot at the right time to hear what was said, then pray the criers...

How to get broker-dealers over the technology adoption hurdle

July 24, 2015

In today's digitized world, new technologies are made available all the time and technology adoption among the general public is moving at a breakneck pace. Consumers scarf up the newest devices and download new apps as fast as technology providers...

How to make sure your firm's data is secure in the event of an outage

July 17, 2015

With recent high-profile headlines of outages and technology breaches affecting giant corporations, advisers must remember the importance of business continuity planning. Here are a few best practices to ensure that you have a comprehensive...

Time to upgrade to the iPhone 6?

January 12, 2015

I could tell my iPhone 5s was ready to die. The signs were there. The screen was beginning to fade. It would shut down or close programs intermittently, and the battery life decreased to only four hours a charge. Because I had waited too long...

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...

What the Apple-FBI feud means for financial advisers and privacy rights

March 4, 2016

Apple's standoff with the FBI, which is trying to force the technology giant to provide access to a locked iPhone at the heart of the mass shooting probe in California, has prompted a discussion in the financial services industry over how far...

Why advisers should update at least one tech system every year

March 2, 2017

Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system...

Does technology eliminate job opportunities?

October 20, 2015

I'm old enough to remember the early days of computers. There was a lot of speculation at the time. Would computers eliminate jobs and cause mass unemployment? Would skilled professionals or unskilled labor be most at risk? Would computers replace...

In Apple's universe, does one size fit all?

March 29, 2016

In the Apple world, does one size fit all or does one need all sizes? It seems that every time I turn around, there is another version of Apple technology. Yet, it's not so much about features, it's all about size. When mobile phones were first...

Cybersecurity for the insecure RIA

November 18, 2015

Investment advisers have a great many reasons to feel anxious and not just because of the stock market's volatility. Registered investment advisers and investment adviser representatives face the risk of cyber attacks against their firms and...

Fidelity's robo for financial advisers will give clients eMoney tools

October 18, 2016

Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....

New Apple iPad Pro geared toward meeting advisers' business needs

September 10, 2015

In the spirit of fostering better communication with clients, some advisers are considering moving away from laptops and toward tablets, especially after Apple announced its newest product: the iPad Pro. Some standout features of the tablet,...

Merrill Lynch enters the robo-advisory business

October 5, 2016

The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...

How to plan for buying or upgrading to new technology

July 29, 2015

As a business owner and user of technology, I often find it hard to determine when to buy or upgrade to new technology. Unlike other consumer goods, it's not a question of when something wears out; it's a question of when it becomes outdated....

Financial advisers severely underestimating cyberthreats: experts

September 20, 2016

The biggest technology threat to the financial advisory industry might be underestimating the risk of a technology threat in the form of a determined hacker or illusive virus. According to a panel of technology security experts speaking Monday...

Don't miss opportunities by thinking of tech as expense vs. investment

May 1, 2015

When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment. Framing technology decisions in this way creates the potential...

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