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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...

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...

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...

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