Software

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  1. Articles

    Wealthfront deal with 49ers is a big marketing score

    Deal with the NFL franchise enhances the cachet of the fast-growing online advice upstart.

  2. Articles

    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.

  1. Articles

    LPL announces new tech platform

    ClientWorks system, including efficiency measures and mobile access, will be tested until release in spring 2015.

  2. Articles

    Advisers arming themselves against cyberattacks

    Ensuring all employees know the drill is key to avoiding a practice being compromised.

  3. Articles

    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.

  4. Articles

    What role should advisers play in protecting clients from Internet fraud?

    Though advisers aren't necessarily cybersecurity experts, they can help prevent clients from becoming victims.

  5. Articles

    Catching the next technology wave

    The convergence of broadband wireless, Internet accessibility, smartphones and all the services that get wrapped around them is dramatically changing the way consumers interact with businesses and vice versa. Known as the “mobile Internet,” this fourth major technology wave is creating ...

  6. Articles

    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 business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating a paperless office using straight-through processing

  7. Articles

    Weighing the pros, cons and costs of virtual desktops

    Outsourcing IT support to a virtual desktop system may appeal to advisers, but there's a cost attached.

  8. Articles

    Change for technology's sake and cash in the dividends

    The road can be difficult and rocky, but that's no reason to avoid leveraging technology to help your firm grow.

  9. Articles

    LinkedIn launches sales tool but will advisers want to pay for it?

    Social-media giant LinkedIn has launched a data-driven sales tool for use by financial services professionals, but whether advisers will want to pay for the service remains an open question.Called Sales Navigator, the social-selling tool uses LinkedIn's enormous database of professional contacts to

  10. Articles

    Plugging into technology was key to building assets

    Careful technology choices helped one firm drastically improve its bottom line.

  11. Articles

    Getting the most out of social media

    Social media has become an integral part of our lives, helping us connect with friends and colleagues as well as serving as a tool to grow our businesses. It seems as though most people have mastered the “broadcast” portion of social media — posting tweets and status updates about themselves or ...

  12. Articles

    Traditional advisory firm hammers out deal with robo-adviser

    Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.

  13. Articles

    The most popular adviser tech products by category

    The most popular adviser tech products by category