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7 big changes in advisers' technology usage - The changing adviser tech landscape

February 26, 2015

Technology in the financial services sector is rapidly evolving. More advisers are prioritizing technology in their practices – and budgets. The rise of robo-advisers adds extra incentive to stay on top of the biggest technology trends. Here...

New defenses necessary for protecting client data

February 17, 2015

Recent warnings from President Barack Obama about the business threats posed by cyberterrorists and news that an estimated $300 million or more has been hacked from bank clients, should reinforce an adviser's resolve to check — and then double...

Where advisers need to go to find new technology

February 17, 2015

This year's Technology Tools for Today (T3) conference was the largest ever, and the access to the exhibit hall alone was worth the price of admission. T3 is simply the place to be for advisers looking to apply or improve technology in their...

Adviser technology is about more than dollars

February 15, 2015

How do you view technology? Is it one of those things you know you need to run your business, but you fight tooth and nail because it doesn't come naturally? Because it takes a lot of time to learn to use and maximize? In other words, a lot...

Top-performing firms invest big in technology — a critical driver of success

February 11, 2015

As we dive into the results of the 2015 InvestmentNews Adviser Technology Study and begin analyzing the data, one of the first steps is to identify the "top performers." By focusing on this group we can gauge how their success, typically defined...

Are you a gadget junkie?

January 29, 2015

I admit it: I'm a gadget junkie. I really like new, fun technology and if I can write it off, er, I mean, use it for business, that's a bonus. We all use gadgets such as laptops, smart phones, wireless headsets and Bluetooth. I've added other...

LPL advisers' commissions land in their bank accounts one day late

January 16, 2015

LPL Financial failed to pay commissions to a large portion of its 14,000 registered reps and advisers on Thursday due to an error in sending money directly into their bank accounts. “We have identified an operational processing issue that...

Time to upgrade to the iPhone 6?

January 12, 2015

I could tell my iPhone 5s was ready to die. The signs were there. The screen was beginning to fade. It would shut down or close programs intermittently, and the battery life decreased to only four hours a charge. Because I had waited too long...

Have protocols in place to secure access to client data

January 11, 2015

News that a Morgan Stanley broker allegedly stole data on 350,000 clients and that information for 900 of them made it online was a jolt for many about the reality that cyberthreats don't come only from strangers in the cloud. The person sitting...

Morgan Stanley fires broker for stealing thousands of clients' data

January 5, 2015

Morgan Stanley on Monday said it had fired a broker in its wealth management group who had stolen client data and posted some of it online. The theft affected up to 10% — 350,000 — of the firm's 3.5 million wirehouse clients, said company...

When technology or outsourcing can help, and when it can't

December 11, 2014

Outsourcing to investment advisers can mean anything from transferring responsibility for the entire process of client service to using outside services to handle only specific areas, such as investment strategy, back-office functions or portfolio...

From robo to artificial intelligence to help clients

December 8, 2014

UBS Group AG, facing the threat of competition from Google Inc. and Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients....

Advisers must move technology training to the front burner

November 23, 2014

We all know it: Technology is both extremely important and tedious. It's a headache that, when alleviated, lets us get on with the important work of planning for clients' financial lives, and lets us do it more effectively and efficiently than...

What top firms do differently with adviser technology

November 20, 2014

Today we launch the InvestmentNews 2015 Adviser Technology Study survey. Join the conversation and take the survey now. We do a lot of research here at InvestmentNews around practice management, from taking the pulse of advisory firms' financial...

Technology's role in keeping RIAs ahead of the disruption curve

October 10, 2014

Nearly 20 years ago, Harvard Business School professor Clayton M. Christensen coined the phrase “disruptive innovation” to describe the trend of cheaper, often lower-quality products chiseling away at the market share of established, successful...

When disaster strikes

September 29, 2014

As investment advisers, we are required to have an emergency plan as part of our Procedures Manual. Assuming that you have one, have you really looked at what it says? Have you tested it? Do you know if it will work? All disasters or emergencies...

Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets

September 14, 2014

Cybersecurity concerns are front and center for independent broker-dealers as they plan next year's technology budgets, according to an InvestmentNews survey. Fully 77% of the nearly 40 IBDs that responded to the survey said they plan to boost...

Apple's big lesson for advisers

September 10, 2014

Unless you live under a rock, you know that tech giant Apple Inc. made a big announcement Tuesday. As usual, the world freaks out, the company's stock goes up (and then down again), and bunches of people run to preorder and purchase the new...

Apple launches iPhone 6 with mobile payment app

September 9, 2014

The final countdown to Apple Inc.'s “special event” began Tuesday morning when the company shut down its online store and culminated a few hours later with chief executive Tim Cook's announcement of the much-awaited iPhone 6, Apple Pay mobile...

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