Displaying 203 results
Banks’ collaborations with technology firms will benefit financial advisers
Why banks are finally coming around to working with fintech companies.
The biggest drawbacks of the retail robo-advisers
For those looking for more than just account-level “multiple choice” investing, there's no substitute for an adviser.
How automation and integration can turn advisory firms into well-oiled machines
Advisers that resist embracing a truly integrated technology platform are missing out
Collaboration can result in great accomplishments in adviser technology
Refreshing reminder on the industry's collaborative power at the Fuse conference
How to make sure your firm’s data is secure in the event of an outage
Don't wait for disaster to strike — be proactive in establishing a business continuity plan and protocols to secure your data
Apps for financial advisers to help with time management
Managing emails, scheduling appointments, taking calls and even booking dinner reservations with clients not as time consuming as they once were. (Plus: See a snapshot of the top seven apps.)
3 due diligence steps advisers should take to avoid costly technology mistakes
Slow down the tech selection process to thoroughly consider how new technology will work with and for your firm.
Password managers are a powerful tool in the fight to fend off cyber crooks
Breaking down how password managers actually work, plus details on three good options for advisers to consider
Having integrated technology can improve RIAs’ businesses
Examples of how RIAs can make workflows more efficient by making sure their technology communicates
Why well-designed technology is more powerful than investor education
Instead of trying to teach investors why or why not, well-researched and well-designed technology can give investors only the best options to choose from
This ain’t no Fantasyland: Tales from T3
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.
How will LPL’s new tech platform measure up against the competition?
Questions remain about whether ClientWorks will be on par with other third-party open architecture platforms for advisers.
3 questions advisers should ask themselves before buying new technology
You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your…
Notable adviser software tools that debuted at T3
What valuable adviser technology tools made their debut at the recent T3 2014 conference? Michael Kitces breaks down the four new offerings generating the most buzz.
Why advisers need to keep their human touch in the digital age
New advances mean many things have been replaced, but we still need to take time to relate to each other.
Wedbush Securities latest to choose FolioDynamix’s platform
Decision to farm out the wealth management platform for its advisers is a departure.
Survey shows social media use growing among advisers
66% of those surveyed credit networks with helping them gain new clients.
Ready for prime time: Advisers get into launching their own video series
As video grows in popularity, advisers are using it as a new way to reach clients and prospects.
Protecting client information is more than just a computer issue
Taking every precaution to guard against today's threats means focusing on both physical and electronic security.
Debunking 3 big myths about robo-advisers
Cutting through major misconceptions about robo-advisers, from the name's meaning to their role in financial service
