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MainStay jumps into MLP space with mutual funds

July 14, 2014

MainStay Investments is jumping into the white-hot master limited partnership space by absorbing three MLP mutual funds managed by Cushing Asset Management. The funds, MainStay Cushing MLP Premier (CSHAX), MainStay Cushing Royalty Energy Income...

Wanted: Advisers to take tech survey

July 10, 2014

Here are a few technology questions for tablet users out there: Do Android-based tablets have any chance this year of overtaking the Apple iPad in popularity among advisers? And what about Microsoft's Surface Pro 3? Is it really “a true laptop...

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...

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...

3 questions advisers should ask themselves before buying new technology

August 8, 2014

You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating...

Plugging into technology was key to building assets

August 3, 2014

When Joel Shaps bought Bedrock Capital Management Inc. 13 years ago, the advisory firm's technological sophistication could only be improved. Bedrock had virtually no software products or systems, he said. Since then, Mr. Shaps, the firm's president...

Tech training at the top of the to-do list at many RIAs

June 27, 2014

Sunit Bhalla, principal of OakTree Financial Planning in Fort Collins, Colo., took an advanced webinar Wednesday from Redtail Technology Inc. to sharpen his skills on the firm's customer relationship management system and learn about new product...

Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

September 7, 2016

Morningstar's board of directors selected Kunal Kapoor, 41, to be the company's new CEO, succeeding founder Joe Mansueto, who will become executive chairman. InvestmentNews talked to Mr. Kapoor and asked him about Morningstar's role with advisers...

Bright side of the new DOL fiduciary rule: Tech and efficiency

April 24, 2016

Well, it's finally happening. The Labor Department's fiduciary rule has landed, and the effects of the historic final rule announced April 6 are starting to ripple through the financial advisory industry. But for all the bellyaching surrounding...

RIAs find it easy to justify spending more on technology in 2017

December 27, 2016

Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. “There is no way we will become robo advisers, but we have to create a digital experience because...

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...

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...

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 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...

How technology can transform an RIA

September 2, 2014

The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services...

Advisers arming themselves against cyberattacks

August 12, 2014

Financial advisers are changing their systems and procedures to protect clients and their own firms from the rising incidence of cybersecurity breaches. Advisers are taking such steps as verifying money requests, being more careful about passwords,...

Ready for prime time: Advisers get into launching their own video series

August 11, 2014

As adviser David B. Armstrong tells it, he really got into making movies after he produced a video a couple of years ago to talk about his firm, his military experience and his dog. The video acts as an introduction to Mr. Armstrong, a managing...

5 ways to improve your tech evaluation process

July 18, 2014

Without careful planning, your technology can become more of a “ball and chain” than a means of growing your practice. Before you know it, you'll have several very different applications, a web of data passing between systems and a list...

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