Recent research has revealed some compelling reasons for advisers to get clients involved in the process of opening accounts. The good news for advisers? There are apps for that.
Highlights from the preliminary results of the 2013 InvestmentNews Adviser Technology Study, which will be released next month.
After several years of heavy cost cutting by advisory organizations, a small majority of 331 independent advisers surveyed by InvestmentNews plan to spend more on technology this year than last.
The new chief information officer for LPL - and former executive at Dell - is an outsider who brings a fresh set of eyes to the brokerage industry.
Most advisers can use all the help they can get with tedious and error-prone daily tasks such as prospecting, data entry and filling out client forms.
Wall Street wirehouses might have the most to lose from a broad consumer move to web-based investment management services - and they are responding.
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Davis D. Janowski, InvestmentNews