Watch breaking news videos and read news updates about Technology on investmentnews.com
5 big tech trends coming your way
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
Five ways technology will change the office of the future
Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments
Can you unplug for 24 hours?
Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.
Strong signs e-signatures set for takeoff
The use of electronic signatures in the advisory industry will pick up speed in 2014, as providers improve their products, advisers and their clients get more comfortable with digital transactions and more financial services firms adopt the technology. E-signature technology got a boost on Tuesday
How LinkedIn uses big data to increase visibility and enhance your brand
Who wouldn't like more LinkedIn profile page views? Thanks to newly updated “Who's Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views.
Robo report: Traditional advisers may be biggest market for online investment services
With billions in annual revenues at stake, the emerging business model may be one that includes a partnership between robo-advisers and regular investment practitioners.
Easing the burden of password management
With all of the passwords floating around in an adviser’s head each day — those necessary to log into a computer terminal, a mobile device or a cloud portal — having a secured method for keeping track of those numbers can be invaluable. Russ Thornton, vice president at Wealthcare Capital
Google+: Ghost town or essential tool?
Depending upon whom you speak with, Google+ can be a ghost town or a key step in the evolution of social media. However, based on a number of shrewd moves in building Google+, the search giant is surging in the field seeking your social attention.
You've got mail ... on LinkedIn
I'm pretty sure that you have a profile on LinkedIn — nearly every business professional does these days — but are you utilizing the LinkedIn InMail tool to your best advantage? InMail is a great service (provided at a small additional cost) where LinkedIn guarantees a response within seven days,
Merging RIAs, merging technology
While on the surface a merger may seem like an easy decision for advisers to make to move their firm to the next level, it's important to understand and appreciate the complex operational, cultural, and philosophical changes that will need to take place to keep your business running smoothly.
Best practices for best tech execution
The SEC requires advisers to provide the best execution for their clients' trades. This obligation is an evolving standard that necessarily involves a “facts and circumstances” analysis.
The surprising hidden value of automation
Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation
Schwab launches software that lets RIAs customize mobile apps
This version lets RIAs use their own branding; apps can be submitted to Apple or Google stores.
Explore your opportunities and be informed for your next move.
February 27, 2014