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

RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

Plus, a $400 million Commonwealth team departs to launch an independent family-run RIA in the East Bay area.

Blue Owl Capital, Voya strike private market partnership for retirement plans
Blue Owl Capital, Voya strike private market partnership for retirement plans

The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.

Top Commonwealth advisor to recruiters: Stop with the cold calls already!
Top Commonwealth advisor to recruiters: Stop with the cold calls already!

“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.

Why AI notetakers alone can't fix 'broken' advisor meetings
Why AI notetakers alone can't fix 'broken' advisor meetings

Wealth tech veteran Aaron Klein speaks out against the "misery" of client meetings, why advisors' communication skills don't always help, and AI's potential to make bad meetings "100 times better."

Morgan Stanley, Goldman, Wells Fargo to settle Archegos trades lawsuit
Morgan Stanley, Goldman, Wells Fargo to settle Archegos trades lawsuit

The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

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.