Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.
When you put together your 2015 technology budget, be sure there's a line item in there for training.
A snapshot of tech spending and usage at IBDs
Technology is often meant to improve efficiency, but see how one firm's focus on improving its tech has also improved client service.
Many value and dividend index funds make a big bet on tech giant's “smartwatch”
More and more traffic to your website is coming from mobile devices
Though advisers aren't necessarily cybersecurity experts, they can help prevent clients from becoming victims.
If done in steps, going paperless can be relatively pain-free.
It's easier to sell an existing client a new product or service than it is to gain a new client.
Customer relationship management systems can be extremely valuable ... if you put them to use.
A simple web search will reveal a lot about you, so take care to keep a positive profile.
Apple's unveiling of new technology and services is met with a mixed response from financial advisers.
Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.
Startup captures data to provide insights into customer habits.
Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.
New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.
