Technology

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  1. Articles

    How to grow an advisory business with technology

    Tech may not drive an adviser's profitability, but it's essential to building a practice

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    How technology is transforming financial advice: Schwab's Hathi

    Mobile lifestyles, evolving models and new competition for the delivery of advice are driving big changes in the RIA business.

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    Biting the tech bullet

    Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.

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    Survey results draw a picture of tech-savvy advisers

    Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.

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    Robo startup will work with advisers exclusively

    UpsideAdvisor.com's platform is designed to attract mass affluent interested in low-cost investing, but who may also want access to advisers' investment advice.

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    Advisers seek balance between client service and automation

    Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.

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    Teaming up takes 24/7 pressure down

    Talk about client expectations in the age of always-on connectivity. Milad Taghehchian, a wealth management adviser with Pioneer Wealth Group, recalls a client who needed help one weekend setting up a surround-sound system at her home. She texted an associate at Mr. Taghehchian's firm and asked her

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    Be a robo-adviser, the human way

    Personalized financial advice should take cues from the robo-adviser trend/

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    SIFMA warns investors will pay for Finra CARDS plan

    SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.

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    Industry icon is enthusiastic about technology

    Harold Evensky is an icon. The co-founder of Evensky & Katz Wealth Management is an influential champion of the fee-only, planning-first business model that's increasingly shaped the way financial advice is delivered to mom-and-pop investors. But you knew all that. What might be less well-known is

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    HD Vest launches tax analysis tool for advisers

    The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.

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    How to pick the best CRM system for your practice

    Five tips can help you adopt a system that saves time through automated workflow efficiencies

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    9 best practices to implementing new technology

    The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.

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    SEC warns investors about pitfalls of Bitcoin

    Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.

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    Attack of the robo-advisers: Man versus machine

    Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.