Software

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  1. Articles

    How technology can transform an RIA

    The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services and the tools necessary for firms to conduct and grow ...

  2. Articles

    Google ups the ante on mobile office app providers

    Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets from Apple Insider. Google on Monday released presentation app Slides alongside updates to existing iOS apps Docs and Sheets, offering a free Web-connected alternative to similar productivity suites from Microsoft and

  1. Articles

    How advisers can get the most out of video

    In the past few years, online video has become an entrenched part of the marketing landscape. In January, 85% of U.S. Internet users watched online video, according to ComScore, and companies large and small are intent on capturing the attention of those viewers.

  2. Articles

    Even tech-driven practices have tech-averse clients

    Tips on working with elderly clients who have not grown up with the Internet, e-mail and secure portals.

  3. Articles

    What to look for when pricing a CRM

    Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.

  4. Articles

    Will LPL's back-office technology set a new bar for adviser productivity?

    Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.

  5. 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.

  6. 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.

  7. Articles

    LPL announces new tech platform

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

  8. Articles

    Advisers arming themselves against cyberattacks

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

  9. 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.

  10. 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.

  11. 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 ...

  12. 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

  13. 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.