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The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.


Janowski: Custodial tech platforms are expanding

August 01, 2013

IN's technology columnist describes how custodians vying for the lead in adviser market share are expanding their tech offerings to cater to the mobile-centric environment.


Janowski: Simplifying branch audit management

August 01, 2013

Davis Janowski on how QuestCE's software aims to make broker-dealer branch audits easier to manage from start to finish.


Janowski: Hybrid online advisory model could shake up the adviser community

August 01, 2013

Davis Janowski talks about how a hybrid of low-cost online investment management and a traditional financial adviser could eventually upset the norm for the advisory industry.


Janowski: How social media is growing in the IBD industry

August 01, 2013

Davis Janowski discusses how social media is changing throughout the independent broker-dealer industry, including the various platforms and compliance procedures firms are adopting.


Janowski: What went wrong with BloombergBlack

August 01, 2013

Davis Janowski takes a closer look at what might have led to the early demise of Bloomberg's digital wealth management tool, BloombergBlack.


Janowski: Scoring your social media compliance

June 07, 2013

IN's tech guro on a new suite from RegEd aimed at helping firms benchmark their oversight of advisers' social networking.


Janowski: What advisers really think of PortfolioCenter

June 07, 2013

A new feature from Schawb Advisor Services lets users rate tech programs. Here's how Schwab's venerable portfolio management app fared.


Janowski: Towards a more automated automated rebalancing

June 26, 2013

IN's technology guru looks at the latest offering from Total Rebalance Expert., a useful program which costs $500 to $1,500 per month.


Janowski: Mint's condition could be a threat to advisers

April 27, 2013

The personal finance software is gaining in popularity, so much so that it's now being rolled out to bank customers.


Janowski: Plumbing the depths of PortfolioCenter, Axys

June 26, 2013

IN's technology expert talks about WealthSight, a new offering that aims to help advisers dig out more info from two popular portfolio management programs.

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