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Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Financial Planning December 1, 2010 Joel Bruckenstein	Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Investment Advisor December 2005 Andrew Gluck	The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse.
Financial Planning August 1, 2010 Joel P. Bruckenstein	Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors.
Financial Advisor September 2006 Joel Bruckenstein	Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc.
Financial Advisor March 2011 Joel P. Bruckenstein	The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
Financial Planning January 1, 2007 Joel Bruckenstein	CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving.
Investment Advisor November 2007 Lauren Barack	Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands.
Financial Advisor December 2007 Joel P. Bruckenstein	Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin.
Financial Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Financial Advisor April 2006 Joel Bruckenstein	A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference.
Registered Rep. September 24, 2014 Jerry Gleeson	Custodian Castoffs Scottrade won't comment on the number of advisors it culled last summer, but other custodians say they've seen a sharp increase in the number of former Scottrade advisors who are now looking for a new home.
Financial Advisor December 2011 Eric Rasmussen	Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages.
Registered Rep. July 5, 2012 Jerry Gleeson	A League of their Own While the Big Four custodians still dominate the market, some smaller firms are making their presence felt.
Financial Planning December 1, 2011 Joel Bruckenstein	Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too.
Financial Advisor July 2008 Joel Bruckenstein	A First Look A glimpse at Upswing CRM, a Web-based CRM application designed specifically for financial service professionals.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Financial Planning October 1, 2010 Joel Bruckenstein	What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs.
Investment Advisor September 2008 Kara P. Stapleton	Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their firms.
Registered Rep. July 29, 2013 Diana Britton	No Man Is an Island Independent broker/dealers are dressing up their offerings to attract and retain advisors tempted to start their own RIAs.
Financial Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
Financial Planning December 1, 2008 Joel P. Bruckenstein	Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey.
Financial Advisor November 2010 Joel P. Bruckenstein	A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms.
Financial Advisor June 2007 Joel Bruckenstein	Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors.
Financial Planning July 29, 2010	Schwab's Competition Has Its Say Schwab's competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here's how various executives see it.
Financial Advisor April 2009 Joel P. Bruckenstein	An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral.
Financial Advisor September 2004 Joel P. Bruckenstein	Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year.
Financial Advisor May 2009 Joel P. Bruckenstein	CRM Upgrades ClientView CRM Software Inc. has managed to retain what was good in the previous version of its ClientView software, while adding functionality.
Financial Advisor August 2010 Joel P. Bruckenstein	Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."
Financial Planning December 1, 2012 Joel Bruckenstein	Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.
Financial Advisor October 2006 Joel Bruckenstein	A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more.
Financial Advisor November 2007 David J. Drucker	In The Land Of Giants If a smaller custodian comes along that can successfully execute a platform of services advisors can't get from Schwab, Fidelity or TD Ameritrade, it's going to find a place with advisors.
Financial Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
Financial Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
Financial Planning December 1, 2009 Joel Bruckenstein	2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms.
Financial Advisor August 2006 Raymond Fazzi	Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them.
Investment Advisor April 2006 Andrew Gluck	Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient.
Financial Advisor May 2006 David L. Lawrence	Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach.
Registered Rep. December 4, 2012 Jerry Gleeson	Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.
Financial Advisor August 2006 Joel Bruckenstein	First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered.
Financial Advisor May 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
Financial Advisor January 2004 Joel Bruckenstein	What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0...
Financial Advisor August 2005 Raymond Fazzi	The Logic Of Multiple Custodians As custodians serving the independent advisor market come and go, and merge and consolidate, many advisors are having a harder time finding a stable home for their clients' assets. In many cases, they're finding that using multiple custodians gets the job done efficiently.
Financial Advisor November 2012 Andrew Gluck	Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble.
Registered Rep. September 27, 2011 Jerry Gleeson	Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think.
Financial Planning February 1, 2013 Joel Bruckenstein	AdvisorWorks Review: Aiming for Integration AdvisorWorks offers advisors an outsourced infrastructure and some smart features. But is it ready for broad use?
Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.