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Advisers, speak directly to the advisory tech industry: Take this easy, multiple-choice, five-minute survey

July 15, 2011

Hi folks, Davis Janowski, technology reporter with InvestmentNews here. We have created a short, simple survey for advisers in order to determine how many of you use which products and vendors and gauge your level of satisfaction with them....

Fidelity adds trading to WealthCentral Mobile

July 11, 2011

Financial advisers on the WealthCentral platform can now add trading to the list of things they can do from their iPhones and later model Android smart phones. Fidelity Institutional Wealth Services has added trading features to both the iPhone...

Retirement planner reaches for the cloud

July 10, 2011

When it comes to technology, financial adviser Jim Koch is truly a pioneer. For one thing, the principal and founder of Koch Capital Management LLC loves cloud computing. That ubiquitous and somewhat amorphous term refers, most generally, to...

Using video in your practice: Are you ready for your close-up?

July 10, 2011

Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode. As technology makes video easier and less expensive to employ, it has become the communications...

Morgan Stanley Smith Barney data theft — yet another reason for advisers to adopt encryption

July 7, 2011

My favorite-blog-post-title-of-the-year-so-far award goes to Adam Levin, founder and chairman of The Morgan Stanley Smith Barney Breach: Losing Client Data the Old Fashioned Way. Actually, I'm not sure if it is a blog or a true news...

Finra's Ketchum: Questions still surrounding social media

June 28, 2011

The following is an excerpt from the prepared statement of Richard Ketchum, Finra's chairman and chief executive, at the IRI Government, Legal and Regulatory Conference earlier today in Washington D.C. The full statement can be found here.:...

BondWorks rolled out to advisers

June 26, 2011

There were 316,812 buy trades placed in the retail-municipal-bond market last month, according to data from BondDesk Trading LLC. The company would like to see that grow, and to expedite things, it has replaced its legacy bond-trading and wealth...

BondDesk rolls out bond-trading platform for advisers

June 23, 2011

BondDesk, the 800-pound gorilla of bond-trading technology and bond liquidity inventory, today officially announced the launch of BondWorks, its new fixed-income wealth management platform. That system already has replaced the legacy workstation...

Trailing Google, Apple said to be readying jazzed-up iPhone

June 22, 2011

Apple Inc. plans to introduce a new iPhone in September that boasts a stronger chip for processing data and a more advanced camera, according to two people familiar with the plans. The device will include the A5 processor, the more powerful...

Laserfiche launches iPhone app

June 21, 2011

Laserfiche Mobile is ready for download from the Apple iTunes store for iPhone users. Financial advisers that use various Laserfiche products will be to view and approve workplace documents, as well as capture and upload new documents with the...

Most wealth management CEOs see clients unsatisfied: PwC

June 21, 2011

A majority of global wealth-management executives said their clients aren't satisfied as firms face low revenue growth and new regulations, according to a survey by PricewaterhouseCoopers LLP. About 37 percent of chief executive officers surveyed...

Portfolio management, reporting spawning new players, products

June 19, 2011

For the past decade, many players in the portfolio management and reporting industry have believed in the notion that one size fits all. That idea is being challenged by a fairly rapid transformation — rapid by the standards of the financial...

Advisers: How do you know when it's time for an upgrade?

June 19, 2011

Financial advisers, whether solo practitioners or members of a multiperson firm, need to think regularly about whether their technology is keeping pace with their business needs. Experienced advisers and technology experts have plenty of advice...

An adviser dives into video stream

June 12, 2011

With half the world seeming to watch the other half through Skype and other online video tools, you would think that I would have no trouble finding financial advisers who use video conferencing effectively in their practices. Wrong. I have...

A web tool that emphasizes fiduciary guidance from fi360

June 5, 2011

fiduciary360 LP recently updated its web-based tool kits that assist financial advisers with managing and monitoring investments, with an emphasis on fiduciary guidance. Several advisers called me about the updates, so I decided to take a look...

Rivals watch, wait as MSSB starts tweeting

May 29, 2011

Although its wirehouse rivals are keeping their electronic drawbridges closed to social media, Morgan Stanley Smith Barney LLC last week became the first major Wall Street firm to allow its financial advisers to use popular networking websites....

Leveraging LinkedIn: Simple steps for advisers

May 29, 2011

Connecting with clients and prospects on an emotional level — not merely meeting with them — is more important than ever. Many advisers realize this and come to me looking for some magic online formula that will allow them to connect better...

AIG's Advisor Group to roll out revised platform

May 29, 2011

Advisor Group — the independent-broker-dealer business of American International Group Inc. — tomorrow is unveiling a re-engineered second generation of its technology platform, now to be called Vision 2020 Wealth Management. Despite the...

How the top RIAs firms are leveraging technology

May 22, 2011

Top-performing adivsory firms tend to employ fewer staff members, keep a lid on salaries and are more productive — largely as a result of wringing every bit of efficiency out of their technology, according to InvestmentNews' RIA Technology...

Webcast transcript: Key findings of the InvestmentNews RIA technology study

May 22, 2011

The following is an edited transcript of the webcast “Key Findings of the InvestmentNews RIA Technology Study,” which was held May 5. InvestmentNewsDirector of custom research Kelli Cruz moderated the panel. Panelists included David Welling,...

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