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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 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 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 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 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 September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Planning March 1, 2011 Joel P. Bruckenstein	Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable.
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 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.
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 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 Advisor April 2010 Joel P. Bruckenstein	Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform.
Financial Advisor January 2011 Andrew Gluck	A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
Financial Advisor December 2011 Joel P. Bruckenstein	Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices.
Financial Advisor April 2004 Joel Bruckenstein	TD Waterhouse Comes Of Age Service and technology drive the custodian's success.
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 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 July 2010 Bernie Clark	Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again.
Financial Advisor June 2007 Joel Bruckenstein	Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Financial Advisor February 2006 Joel Bruckenstein	Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer.
Financial Planning July 1, 2009 Joel P. Bruckenstein	Introducing NetX360 It remains to be seen if Pershing can execute its plan to ensure that clients receive the maximum benefit from their new NetX360 technology. If Pershing succeeds, it could give the company a large technological lead over its competitors.
Financial Advisor May 2012	Satisfaction A job satisfaction study by J.D. Power found that financial advisors' happiness with their work is most dependent on their firm's performance.
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.
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 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
Financial Planning January 1, 2012 Joel Bruckenstein	Salesforce: More than Just CRM Social enterprise software is still in the early stages of development, but there is clearly a social media revolution taking place that advisors can't afford to ignore.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
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.
Investment Advisor August 2009 Moseley & Spencer	Technology by the Numbers Even in the challenging market and economic environment, independent advisory firms are looking for opportunities to position themselves for long-term growth by investing strategically in their businesses.
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.
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 Andrew Gluck	2011 Tech Trends Advisors should notice these six developments over the coming year.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Financial Advisor November 2011 Joel P. Bruckenstein	Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services.
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.
Financial Advisor December 2007 Andy Gluck	What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now?
Financial Planning February 1, 2011 Joel P. Bruckenstein	The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT.
Financial Advisor June 2009 David Lawrence	The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.
Registered Rep. March 31, 2015 Megan Leonhardt	The Increasingly Happy Broker Generally speaking, the smaller the firm, the happier the broker, according to our fifth Independent Broker/Dealer Report Card survey.
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 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.
Registered Rep. December 7, 2011 Philip Palaveev	The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Financial Advisor June 2012 David Lawrence	The Right Fit Five steps that will help you choose the best CRM software.
Financial Planning May 1, 2010 Bob Veres	A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world.
Financial Planning March 1, 2008 Dan Skiles	CRM Rules Implementing a client relationship management technology system can be one of your most powerful allies in the drive to provide better service, enhance workplace efficiencies and build a more profitable practice.
Financial Planning June 1, 2011 Donald Jay Korn	FP 50: Revenue Rising The money stream is flowing again: After two years of stagnant or, worse, shrinking revenue, the 50 largest independent broker-dealers report their annual revenues rebounded last year - significantly in many cases.
Investment Advisor April 2010 James J. Green	Navigator For years, Dan Skiles has steered advisors through the tech rocks to business safe harbors. As IA's new technology coach, he'll be your guide to the future.
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.