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RIP Your Silver Bullet

March 11, 2013

I had a good laugh when industry insider, pitch man and consultant Tim Welsh sent along a prepared statement a few weeks ago. It was titled in a way that only he could or would write it: “Your Silver Bullet to End Membership, Continue As an...

Talking points: What the experts are saying about tech planning

March 6, 2013

The following is excerpted from the InvestmentNews webcast, “Adviser Technology: Six Steps to Results and Returns,” that was featured March 5. The webcast's panel included Amy Flourry, senior operations manager for Rehmann Financial Group;...

Theme park? New offering lets advisers build portfolios around motifs

February 28, 2013

The do-it-yourself revolution marches on. Financial advisers, however, can take advantage of this particular bit of DIY innovation. Hardeep Walia, Motif Investing's co-founder and chief executive stopped by a couple weeks ago to show me the...

Tales from T3: What jumped out

February 24, 2013

A prized new possession of mine is a decoder ring made on a 3D printer. I got it two weeks ago while attending the eighth annual Technology Tools for Today Conference in Miami. In addition to that, I saw several beautiful new interfaces designed...

Android operating system catching up

February 8, 2013

In January, the Galaxy S III from Samsung took over the top spot as the most prevalent Android-based device in the world. I thought I would simply share that because so many advisers keep asking me these days about using both Android phones...

A chat with the founders of Quantopian

February 6, 2013

I enjoyed my interview with the founders of Quantopian so much that I thought I would just share it here on my blog. Here it is in its entirety or rather as close to verbatim as my short hand will allow me to flesh out. Enjoy. Meet John 'Fawce'...

Wirehouses go big on tech

February 6, 2013

With thousands of the clients they advise still paying full-service commission rates on securities transactions, Wall Street wirehouses might have the most to lose from a broad consumer move to web-based investment management services. Aware...

TD 2013 Live! TD No.1 at supporting third-party tech vendors

January 31, 2013

TD Ameritrade Inc. is, for a second year in a row, helping support innovation among third-party technology providers at its national conference. Veo Open Access partners, several of whom I've written about over the past two years, have micro-booths...

TD 2013 Live!: By overlooking security holes, advisers put clients at risk

January 30, 2013

Advisers are overlooking potentially huge holes in their data security. From having unsecured servers to using weak passwords, advisers could be putting clients at risk, according to several security experts speaking Wednesday at TD Ameritrade...

Morgan Stanley plans $500 million technology outlay

January 25, 2013

The kludge that has resulted from combining the technology platforms of Morgan Stanley and Smith Barney into a single system, known as 3D, will receive additional attention this year from the fully merged firm, which plans to spend $500 million...

Fascinating algorithms: Quantopian brings black-box trading to the masses

January 23, 2013

Those on The Street should be quaking in their Birkenstocks. Today, Quantopian was launched. It is the first browser-based algorithmic trading platform for…anyone really. Anyone with the math chops and knowledge of finance to take advantage...

Rebalancing application provider TRX awarded patent

January 9, 2013

The folks behind Total Rebalance Expert announced Tuesday evening that they have been awarded a patent! I love seeing startups making good and protecting their intellectual property. It does my heart good. Co-founders Cheryll and Sheryl, aka...

Zohar is back, joins inStream

December 21, 2012

Someone I have a lot of respect for in the industry and that I have missed the last few months has returned. Zohar Swaine, formerly managing director of product and strategy at TD Ameritrade Institutional, has joined inStream Solutions LLC as...

HTML5 & AllianceBernstein's iPad app

December 10, 2012

I promised a blog post that expanded on some of the threads I began in my column this week (Dec. 10) and here it is. First, a definition of HTML5, or, rather an explanation. Think of this fifth revision of the hypertext markup language as a...

Hey, you, get onto my cloud: Hosted PortfolioCenter pilot in the works

October 25, 2012

The folks at Schwab Performance Technologies have several announcements today that will be of interest to various sets in the RIA community. I'll begin with the one that should prove exciting to contemplate over the next year or two and could,...

Another promising one-off integration, Total Rebalance Expert meets Orion Advisor Services

October 12, 2012

Automated portfolio rebalancing provider Total Rebalance Expert and Orion Advisor Services LLC announced Tuesday the availability of a data integration between them. As was highlighted in the prepared statement from the companies, advisers use...

Advisers not plugged in to their own CRM systems: Survey

September 26, 2012

Many financial advisers believe that their firm's customer relationship management systems could be better used to improve interactions with clients. About 72% of advisers graded their firm's use of CRM as B or C in the Schwab Adviser Services...

Advisers mostly going down dead end with marketing spend

September 26, 2012

For advisers, the single-minded pursuit of Baby Boomers heading to retirement may not be the best way to gather assets and boost a firm's growth. Rather, it takes a little bit of marketing genius and balance-sheet savvy to ramp up an advisory...

Sharper tools in the box? Retirement income programs getting better

September 6, 2012

The good news about retirement income planning tools is that they are much improved. The bad news? The answers they provide tend to be all over lot. In the past, online tools available to consumers — and even more sophisticated versions available...

Raymond James rolls out fully integrated version of MoneyGuidePro

August 17, 2012

Raymond James is going to continue scoring big points with their advisers, both internal and independent with availability of its Goal Planning & Monitoring software powered by MoneyGuidePro from PIEtech, Inc. GPM is being formally announced...

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