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    Portfolio rebalancing breakdown

    Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations.

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    Cybersecurity for the insecure RIA

    Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts

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    Time to overcome your fear of video

    When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.

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    Deploying technology for financial firms

    Alexey Sokolin sees possible applications for cryptocurrencies, image recognition in adviser space

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    Commonwealth Financial builds its own client management system

    Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.

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    Is it possible to add clients, earn more and work less?

    Even for small 'lifestyle practices,' technology can help make a firm more efficient and successful.

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    MoneyGuidePro, eMoney bring data entry directly to clients

    Two financial planning software firms plan to give advisers option to offload nitty-gritty to clients.

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    How automation and integration can turn advisory firms into well-oiled machines

    Advisers that resist embracing a truly integrated technology platform are missing out

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    Merrill Lynch is developing its own robo-adviser

    Merrill Lynch has dozens of employees working on a robo-adviser prototype for Merrill Edge that's set to be unveiled next year.

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    Tech firms aim to be one-stop shop for advisers

    Some vendors load all services onto one dashboard, others are partnering to offer a broader range of services.

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    Cybersecurity efforts still falling short at financial services firms

    Report cites policy, accountability and disaster recovery as three areas of weakness.

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    Riskalyze seeks to leverage DOL fiduciary rule with wealth management platform

    Riskalyze, the company that offers risk assessment and alignment with client portfolios, has created a wealth management dashboard that links the company's three services: risk, a robo-adviser and compliance. The Real-Time Wealth Management Enterprise is designed to solve four problems that Aaron

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    BlackRock launches retirement income calculator

    Platform, using the money manager's index and risk analytics, seeks to help advisers push clients to save more.

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    Technology can help advisers manage mutual fund capital gains taxes

    Hit this year could be big as many client portfolios are down and funds project steep distributions.

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    Advisers who up the ante with tech have bigger books of business

    Advisers who up the ante with tech have bigger books of business Those who embrace change and use online tools engage more with clients Oct 29, 2015 @ 7:00 am By Alessandra Malito + Zoom Advisers who take advantage of technology tools — anything from video conferencing software to all the features