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4 ways to successfully prepare your firm for big tech changes

December 18, 2015

It's not necessary to rehash popular quotes about change. Nor do we need dire warnings that if change doesn't happen, disaster is certain. More than ever before, we are aware of the demand for change from customers to our businesses. Moreover,...

2015 tips for advisers' tech and taxes

December 4, 2015

Keeping track of technology goes far beyond staying on top of trends for advisers — it also entails saving a few dollars when tax season comes around. As with all tax situations, there are strategies for advisers to consider when claiming...

Cybersecurity for the insecure RIA

November 18, 2015

Investment advisers have a great many reasons to feel anxious and not just because of the stock market's volatility. Registered investment advisers and investment adviser representatives face the risk of cyber attacks against their firms and...

How automation and integration can turn advisory firms into well-oiled machines

November 9, 2015

The thoughtful, personalized counsel that advisers bring to their clients can never be replicated by an algorithm or robo-adviser &mdash: but at the same time, the benefits that technology-enabled workflow automation provides for independent...

Cybersecurity efforts still falling short at financial services firms

November 3, 2015

Financial firms — including financial advisers — are still coming up short in managing their cybersecurity efforts, according to External IT, which provides unified cloud computing to the financial services industry. In a report titled "Financial...

Does technology eliminate job opportunities?

October 20, 2015

I'm old enough to remember the early days of computers. There was a lot of speculation at the time. Would computers eliminate jobs and cause mass unemployment? Would skilled professionals or unskilled labor be most at risk? Would computers replace...

How independent broker-dealers are utilizing technology today

September 16, 2015

The InvestmentNews Independent Broker-Dealer Technology Survey was conducted in August. 42 IBDs participated. Below is a snapshot of the technological spending and usage in the IBD channel. Visit for complete profiles...

New Apple iPad Pro geared toward meeting advisers' business needs

September 10, 2015

In the spirit of fostering better communication with clients, some advisers are considering moving away from laptops and toward tablets, especially after Apple announced its newest product: the iPad Pro. Some standout features of the tablet,...

Many advisers are moving on from Apple to adopt another tablet brand

August 20, 2015

It appears that the Apple iPad is losing popularity, at least among financial advisers. Although 65% of the more than 700 advisers surveyed for InvestmentNews' 2015 most-popular technology report said they use an iPad, that is down from the...

LPL hires ex-Wells Fargo CTO for newly created tech position

August 18, 2015

LPL Financial is furthering its mission to revamp its technology infrastructure and related processes, announcing on Tuesday that it has created a new high-ranking position — and recruited a former C-level wirehouse executive to fill it. Anthony...

Your opinion matters — take our tech product survey

August 6, 2015

It's that time of year again, when InvestmentNews reaches out to advisers and asks you to take a survey on the top technology products that you use. More than 1,100 advisers participated last year, ranking their favorite client relationship...

Real-time apps help advisers connect and stay in touch with clients

August 4, 2015

Hundreds of years ago, people relied on town criers to shout out must-know information. The source of the news was limited to a few individuals. You had to gather at the right spot at the right time to hear what was said, then pray the criers...

How to plan for buying or upgrading to new technology

July 29, 2015

As a business owner and user of technology, I often find it hard to determine when to buy or upgrade to new technology. Unlike other consumer goods, it's not a question of when something wears out; it's a question of when it becomes outdated....

How to get broker-dealers over the technology adoption hurdle

July 24, 2015

In today's digitized world, new technologies are made available all the time and technology adoption among the general public is moving at a breakneck pace. Consumers scarf up the newest devices and download new apps as fast as technology providers...

How to make sure your firm's data is secure in the event of an outage

July 17, 2015

With recent high-profile headlines of outages and technology breaches affecting giant corporations, advisers must remember the importance of business continuity planning. Here are a few best practices to ensure that you have a comprehensive...

How high-tech is your firm?

July 7, 2015

Is there a limit to the number of high-tech tools we can use in our firms? Or are we trying to automate more than we should? All firms are using technology to some degree. I categorize technology utilization into four groups: Forced into it:...

Advisers wasting time and money by underutilizing tech

June 11, 2015

Advisers, here's the truth: You're wasting time and money on technology that you probably aren't using to the fullest extent. And for the most part it's technology designed to make your job easier and improve client outcomes. That said, getting...

Don't miss opportunities by thinking of tech as expense vs. investment

May 1, 2015

When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment. Framing technology decisions in this way creates the potential...

3 due diligence steps advisers should take to avoid costly technology mistakes

April 30, 2015

The pace of technology has changed so remarkably in the past decade that even early adopters struggle to stay on top of what's new. This largely, though not exclusively, has resulted from the widespread adoption of consumer technology in business...

As Apple Watch details emerge, what's in it for advisers?

March 9, 2015

As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers — and some of the companies that work with them — see a bigger role for wearable technology in the years ahead. For most financial advisers today,...

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