Tech Connect: The adviser's first stop for technology news and information

New! The adviser's first stop for technology news and information.
APR 09, 2013
Welcome to Tech Connect, the new home for all things related to adviser technology at InvestmentNews. Here you will find the latest in technology news as wells as stories, blog posts and other content related to tech trends affecting the way advisers do business or relate to their clients. Tech Connect is also the new home of our new-and-improved technology directory. This comprehensive listing of almost 200 technology products and services has updated contact information and basic description for each. As you will see, the directory features seven core categories to help you narrow your search for particular types of products. An eighth “bundled” section is for offerings from a single vendor that encompass multiple modules or tools. We provide a free listing to every vendor that fits our seven core categories. We also offer premium listings for those who wish to incorporate their logos and other information into their listings. In a nutshell, Tech Connect is your one-stop daily venue for adviser-related technology. We plan to share external content from important sources and do some interesting things with video. Included among the latter are impromptu Google+ Hangouts to talk about breaking news or tech trends affecting the industry. Of course we will also provide you with a regular menu of more polished videos produced here in our studios or from the road at conferences. In the months ahead you will also find content from featured guest columnists on a range of technology and practice management topics ranging from social media to the ongoing need for industry standards or how APIs are being used make up for the lack of them.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave