Software

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  1. Articles

    Technology's role in deepening adviser-client relationships

    Advisers face complex challenges as they seek to build relationships with clients who increasingly rely on web-based technology in many areas of their lives. Although long-lasting relationships always depend on providing clients with effective investment services, this goal can be facilitated, or

  2. Articles

    Schorsch's RCS buys majority stake in Docupace Technologies

    Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.

  1. Articles

    Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

    Report points to low-cost online platform, Millennial market, $1 billion in AUM.

  2. Articles

    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

  3. Articles

    Advisers hop on mobile CRM trend

    While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.

  4. Articles

    Is your CRM like an exercise bike?

    Customer relationship management systems can be extremely valuable ... if you put them to use.

  5. Articles

    The latest data on technology at independent broker-dealers

    A snapshot of tech spending and usage at IBDs

  6. Articles

    Tech employed as client service

    Technology is often meant to improve efficiency, but see how one firm's focus on improving its tech has also improved client service.

  7. Articles

    Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets

    Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.

  8. Articles

    Social Security tool steps out with new version

    Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.

  9. Articles

    Going paperless: Advice industry takes on challenge

    In an industry notorious for documents and signatures, firms welcome chance to automate

  10. Articles

    Apple's big lesson for advisers

    It's easier to sell an existing client a new product or service than it is to gain a new client.

  11. Articles

    Bears are giving up and that could be a bad sign

    Breakfast with Benjamin: What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

  12. Articles

    Apple launches iPhone 6 with mobile payment app

    Apple's unveiling of new technology and services is met with a mixed response from financial advisers.

  13. Articles

    'Don't fight the Fed' was never more true

    Tuesday's Breakfast with Benjamin menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.