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Financial advisers severely underestimating cyberthreats: experts

September 20, 2016

The biggest technology threat to the financial advisory industry might be underestimating the risk of a technology threat in the form of a determined hacker or illusive virus. According to a panel of technology security experts speaking Monday...

Morningstar launches new client portal to tap data aggregation capabilities

May 2, 2016

Morningstar launched a new client portal for advisers on Monday, saying the service will free up adviser time and strengthen relationships between advisers and their clients. Client information will be updated daily, and includes a stream of...

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...

Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind

June 16, 2016

The Vanguard Group has a message for financial advisers: Stop resisting the robo-advice movement and instead, run toward it with gusto. Speaking Wednesday in Chicago at the Morningstar conference, Vanguard chief executive William McNabb said...

Adviser trade groups tap tech vendors as an extra perk for members

May 17, 2016

Non-profit organizations in the industry boast numerous ways advisers can build their practices, such as solid networking opportunities and extensive conferences, but members often overlook the technology perks they can get with various vendor...

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:...

Charles Schwab to cut its version of Salesforce in July

March 30, 2016

Charles Schwab & Co. will no longer sell its proprietary version of Salesforce as of July 31, a Schwab spokeswoman confirmed on Wednesday. In an effort to separate components of OpenView Integrated Office — the adviser dashboard it will stop...

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...

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...

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...

LPL announces new tech platform

August 12, 2014

LPL Financial is rolling out a new platform for its adviser force called ClientWorks that aims to digitize account opening, make trading easier and improve client management, according to the nation's biggest independent broker-dealer. LPL is...

U.S. companies show broad recovery as hiring pace surges

July 2, 2014

A family-run concrete business in Michigan, the U.S.'s second-biggest carmaker, the largest railroad and a solar power provider in California are all hiring as industrial companies lead a broad labor-market rebound that's on pace to add the...

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...

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...

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...

Making your office paperless is the way to go

July 8, 2014

I love having a paperless office. At first, I was skeptical: Was it too ambitious to try to be totally paperless? Would we sacrifice efficiency? Could everything be documented without keeping any physical files? It took only a couple of years...

Internet phone: Time to jump on the bandwagon?

June 10, 2014

After spending four weeks in France relying on a voice over internet protocol (VoIP) phone, I was impressed with how well it worked. But I’ve been using it in my office for some time. In my opinion, VoIP is the right solution for “regular”...

New cybersecurity regulation hits New York financial firms March 1

January 17, 2017

New cybersecurity rules for some financial services providers are set to take effect March 1 for firms doing business in New York, and the new requirements may be showing up around the nation before too long. The fairly prescriptive proposed...

Even low-tech tools can trip up advisers going independent

October 24, 2016

One benefit — or detriment, depending on your outlook — of working for a large firm is that your technology platform is mostly prescribed to you. The firm tells you what you will use or provides a very short list of approved providers. When...

Watch for this new cybersecurity scam, IRS warns

January 13, 2017

The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance. A new phishing scheme is making the rounds where cybercriminals pose as an individual...

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