E&Y study also finds greater focus on mobile technology; compliance still a big challenge.
Advisers are embracing industry-specific software, but satisfaction levels remain a bit low.
Social media is finally getting respect among IBDs and wirehouses as a legitimate and even necessary part of marketing and business development.
A data service providing real time market info -- at a fraction of the cost of that more-famous terminal
Breakfast at the Envestnet | Tamarac summit last week turned into a technology commiseration session.
New online overview report from Corporate Insight details progress.
Gives advisers on-the-go access to portfolios and data via smart phones and tablets.
