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

Mesirow acquires part of flexPATH in second retirement deal of 2026
Mesirow acquires part of flexPATH in second retirement deal of 2026

Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.

Advisor moves: LPL lands $350M veteran advisor duo in Florida
Advisor moves: LPL lands $350M veteran advisor duo in Florida

Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.

SEC accuses crypto firm founder of running $425 million Ponzi scheme
SEC accuses crypto firm founder of running $425 million Ponzi scheme

It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.

MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products
MassMutual Ascend tops $2 billion in RIA annuity sales as advisors warm to income products

Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.

Fintech bytes: Wealth tech firms target advisor productivity with new integrations
Fintech bytes: Wealth tech firms target advisor productivity with new integrations

Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income