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An analytics tool better than Google for advisers?
When it comes to discovering whether your site rocks or just another rock in the bottom of the ocean, maybe its time to get to know Alexa.
The Buzz: Lessons from Finovate
Investors and tech-heads gathered in New York this week to discuss innovations that could pave the way to…
Turning ‘friends’ into clients
Real-life stories of advisers and their social-media strategies
Tech firms strike partnership with universities to bolster financial planning
FAStech formalizes ad hoc network of platforms to give students entree into tech world.
Nasdaq to pay $10 million to settle SEC Facebook case
IPO debacle of social media darling led to losses of almost $500 million.
Citigroup fined over alleged Facebook leak
Massachusetts' regulator claims junior analyst sent info to friend about much-anticipated IPO.
Why training is critical for successful tech upgrades
It sounds like a no-brainer, but when advisers invest in technology, training often gets overlooked or minimized.
Advisers’ websites not mobile-friendly
Clients leading advisers in technology use.
Quantopian launches trading platform pilot program
Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform…
Advisers: Time to adopt ‘no-brainer’ technology
Too many advisers are still mailing quarterly reports. Why?
TechTalk: <i>IN</i>’s new blog for advisers
Exclusive panel of advisers, experts to share insight on adviser technology.
Technology helping advisers cater to the masses — profitably
Software can create target asset allocations, re-balance portfolios every two to four months.
Fidelity launches first investing app for Google Glass
Fidelity launches the first investing app designed for Google Glass, which provides users stock quotes and could help attract more young investors.
Simple tool answers ultimate retirement question: Can I afford to retire?
goalgamiPro software designed with independent RIAs in mind.
Schwab tech starts to gain momentum
It is time for an overview of the latest updates and statistics regarding the Schwab Intelligent Integration initiative.
Advisers plan to use tech to kick client experiences up a notch
E&Y study also finds greater focus on mobile technology; compliance still a big challenge.
Road warriors: How to stay connected, productive and sane while traveling
As someone who will speak at nearly 60 adviser conferences this year and fly nearly 120,000 miles, while simultaneously supporting several businesses, I've been forced over the years to figure out how to maintain productivity as a road warrior.
Integration of HiddenLevers app with Envestnet completed
Investment stress-test against various risks now part of the unified wealth management platform.
The tech survey says …
Advisers are embracing industry-specific software, but satisfaction levels remain a bit low.
Integration is paying off
Data in the Aite Group LLC white paper on integration released last Tuesday may be more than a…
