Watch breaking news videos and read news updates about Technology on investmentnews.com
What advisers can learn from healthcare.gov failure
Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
How to choose your next tech tool
Technology is pretty inexpensive but as Dave O'Brien reminds advisers, acquisition is only one step toward tech success.
Four tech trends drive Charles Schwab Advisor Services platform upgrades
Mobile applications, cloud computing, big data and integration all critical to advisers' way of doing business
A new way for advisers to attract clients?
The AdviceIQ site features profiles and rankings of about 2,600 financial advisers from 27 broker-dealer firms, detailing their assets under management, client characteristics, mission and contact information.
Technology dilemma for advisers: Better software, tougher choices
What were once considered extra features have now become as much of a must-have as the seat warmers on new cars.
The secret tool to help advisers delegate
As a busy professional, Michael Kitces writes that delegating is a classic Catch-22. Delegating some tasks can free up time, but when you're already swamped, it's often faster and easier to just do the work than try to teach someone else how.
Dreamforce 2013: Technology conference meets music festival
Over 140,000 people registered to attend Dreamforce, a sprawling city-within-a-city that featured high-profile keynote speakers, celebrities, multiple rock bands and a cult-like following of all things enterprise business technology.
ProTracker Cloud goes mobile with open-source SugarCRM
Sugar surpasses Salesforce in allowing for an adviser-tailored platform, says ProTracker's Mackensen.
JPMorgan to consider chat-room ban amid regulatory scrutiny
The largest U.S. bank by assets is weighing whether to ban traders from using electronic chat rooms to communicate with peers at other firms as the forums draw scrutiny from global regulators.
Total Rebalance Expert acquires PowerAdvisor's portfolio management software
Total Rebalance Expert on Friday announced the acquisition of PowerAdvisor's portfolio management software suite from Cornerstone Revolutions.
For true tech success, advisers must focus on process
The new iPad and hot apps may catch all the attention, but advisers need to focus on substance, rather than sizzle
Wealthbase launch brings advisers online to fight robo-threat
Wealthbase, a new web and mobile application, connects advisers to consumers using algorithms that make matches based on expertise, location and availability. Wealthbase uses contextual links, the stock in trade of content marketers, to lead consumers from the website articles that they are reading
Crack the female-adviser playbook
I recently had the opportunity to speak at the Women in Insurance and Financial Services National Conference and, as in years past, took away some great bits of information.
Man versus machine
I joined a gym last week. Normally, I wouldn't make a big deal out of it — much less start a column about it. But no sooner did I get back home after paying for my first month's membership ($125) and the initiation fee ($125) with my credit card, I received an e-mail from mint.com. The website that
A look at today's generation of online RIAs
Client numbers and assets under management, when available, are drawn from regulatory filings or company officials.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
Explore your opportunities and be informed for your next move.
Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly