Software

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  1. Articles

    Hackers have a backdoor way into your system

    Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.

  2. Articles

    Microsoft unveils Windows 10, but advisers wait to see about security, features

    Like with any software updates, there will be bugs, even on an alluring new operating system.

  1. Articles

    How to plan for buying or upgrading to new technology

    It's not a question of when something wears out; it's a question of when it becomes outdated.

  2. Articles

    Advisers, take charge of your tech – or hire someone who will

    Having an IT expert on staff to handle software and get employees up to speed can make all the difference.

  3. Articles

    Openness, transparency drawing investors to robo-advisers over Wall Street banks

    CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests

  4. Articles

    LPL sets lofty goal for more automated operations processes

    The company aims to ramp up its level of automation from 15% to 85% within the next few years.

  5. Articles

    How to get broker-dealers over the technology adoption hurdle

    The four key elements in expanding technology use among broker-dealers and advisers.

  6. Articles

    The final hurdle in the challenge of going paperless

    Testing out a couple 'yellow pad' apps leads to the discovery that it's not so hard after all.

  7. Articles

    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

  8. Articles

    Should advisers suggest that an algorithm do clients' saving for them?

    An increasing number of companies want to identify — and whisk away — investors' excess cash.

  9. Articles

    How high-tech is your firm?

    Where do you fall on the technology-adoption scale — and where do you want to be?

  10. Articles

    6 ways advisers can benefit from the avalanche of technology advancement

    Don't underestimate the impact digital technology can have on the advice industry

  11. Articles

    The coolest presentation tool

    A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices

  12. Articles

    Breaking down the best robos for your practice

    Advisers have a lot to consider when picking an automated investment service to use with their clients — here is a rundown of the features and functionality of the top adviser-targeted platforms.

  13. Articles

    Advisers need to pick up their game when calculating clients' retirement

    With retirement tools proliferating, clients need ones that advisers can use to tell a story.