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How will LPL’s new tech platform measure up against the competition?
Questions remain about whether ClientWorks will be on par with other third-party open architecture platforms for advisers.
Hearsay unveils service to boost advisers’ online presence
Hearsay Social, a social-networking platform for financial advisers, has announced a new program intended to help advisers improve their websites and better connect with new and existing clients.
Adviser technology is now all about the client
Concentration on costs and on tech's impact on profits is giving way to client concerns and overall productivity. (Don't miss: The 2015 Adviser Technology Study special report)
How advisers are using technology today
A by-the-numbers breakdown of advisers' tech preferences and spending.
Gabino Roche, Saphyre
Roche founded a fintech that digitizes institutional onboarding transactions.
Aaron Klein, Riskalyze
Klein built a business around assessing investors’ risk tolerance.
How advisers can improve client outcomes by embracing data
Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients
3 ‘must do’s’ from the T3 Conference
If you don't move now to be one of these “business-like” advisory firms and adopt technology, you can kiss your “practice” goodbye.
Cambridge to have robo offering for advisers in 2016
The independent broker-dealer jumps on robo bandwagon with plans to have a competitive digital offering in 2016.
Catherine Berman, CNote
Berman is CEO and co-founder of CNote, an investment platform that focuses on fixed income and cash, and also on social impact
Wealthy investors choose traditional advisers over robo-advisers
Study finds affluent prefer face-to-face meetings, don't trust online advice platforms.
Where advisers need to go to find new technology
This year's T3 Conference provided a wealth of demos, panels and exhibits on tools that can help RIAs grow
3 questions advisers should ask themselves before buying new technology
You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your…
Judson Bergman is InvestmentNews’ 2020 Icon
Bergman founded Envestnet, arguably today’s largest and most successful technology company in the financial advice industry
The art of creating strong passwords
With all the musts and must-nots, it's no wonder passwords are a pain in the neck.
Pershing, courting digital wealth managers, teams with Motif
Online broker says it can help advisers attract and keep younger clients.
Upgrade your website or drive away business
Most advisers don't appreciate the critical role sites play in bringing on top clients.
Advisers seek balance between client service and automation
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
Notable adviser software tools that debuted at T3
What valuable adviser technology tools made their debut at the recent T3 2014 conference? Michael Kitces breaks down the four new offerings generating the most buzz.
What’s next in adviser technology?
Broker-dealer and custodian tech executives discuss the industry's biggest issues and plans
