Results for "hardware"

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Stocks have biggest May in years but where's the excitement?

June 2, 2014

There's sizzle but no bacon. What gives? Volume, VIX and yields are stock market's bogeymen Many fee-only RIAs are sitting pretty after strong growth in 2013, when rising markets perked performance across the board. But don't get too comfortable....

Firms line up to donate software to college financial planning programs

May 27, 2014

As technology assumes a larger place in the advisory industry, software companies are clamoring to donate their products to financial planning programs in universities across the country. Texas Tech University, for example, now receives more...

Three reasons why advisers should go mobile

May 7, 2014

Maintaining a successful business as a registered investment adviser requires a more tightly woven combination of investment, business and client service expertise than in the past. This is partly driven by the explosion of new technology that...

Respect for tech puts firm on path to success

May 4, 2014

When Brian R. Jack joined the financial advisory firm Budros Ruhlin & Roe Inc. in 2000, managing technology was a responsibility shouldered by one of the firm's financial planners. At the time, the firm realized that technology was changing...

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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