Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

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 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, 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, 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 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 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 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 September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
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 Planning August 1, 2013 Joel Bruckenstein	Tech Review: Pershing's Next-Generation Platform Pershing's technology platform for advisors gets a far reaching upgrade.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.
The Motley Fool August 17, 2010 Eric Jhonsa	Waiting for an iPad Killer? Don't Hold Your Breath. Rival tablets might be cheaper than the iPad, but they won't be better.
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 June 1, 2009 Joel P. Bruckenstein	Smartphone Smarts Smartphones will change the way advisors work, letting them enhance productivity and better serve clients.
The Motley Fool March 25, 2011 Kurt Bakke	BlackBerry PlayBook: The Android Tablet to Own? Is Research In Motion's PlayBook the (Android app-compatible) tablet to own? Possibly, at least right now.
Financial Advisor May 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
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.
Registered Rep. December 8, 2011 Jerry Gleeson	Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features.
Registered Rep. February 17, 2012 Timothy D. Welsh	Live From Dallas: Mobile Apps, Cloud Computing and Integration - Key Themes at Tech Conference for Rias I work with many of the technology companies that support independent RIAs and will be blogging about what's hot in advisor tech, industry trends, and what the influencers are saying.
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 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.
The Motley Fool October 2, 2010 Eric Bleeker	Let the Great Tablet Wars Begin Tablets are hot, but the profits from their growth lies in chip stocks.
Registered Rep. September 28, 2010 Jerry Gleeson	Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology.
Financial Advisor December 2011 Joel P. Bruckenstein	Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices.
Investment Advisor August 2010 Dan Skiles	The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients?
The Motley Fool May 30, 2011 Cindy Johnson	NVIDIA CEO Says Android Tablets Aren't Selling Well Is the iPad becoming an unstoppable tablet force?
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 March 2011 Andrew Gluck	2011 Tech Trends Advisors should notice these six developments over the coming year.
Financial Planning February 1, 2013 Joel Bruckenstein	Windows 8 Review: 5 Things to Know Advisors need to understand some core essentials about the new mold-breaking Microsoft operating system.
Financial Planning September 1, 2010 Katherine Heires	The iPad's Cool Factor Despite the need for security considerations, many advisors who have tested the iPad are enthusiastic.
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 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 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.
PC Magazine April 27, 2011 Sascha Segan	Google Android 3.0 (Honeycomb) Google's tablet OS, Android 3.0 (Honeycomb) is poised to become a global standard, but a lack of third-party apps could slow its adoption.
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.
The Motley Fool October 19, 2010 Wolfgang Gruener	Steve Jobs: iPad Rivals Are Dead on Arrival Is the iPad still on top?
The Motley Fool July 14, 2011 Eric Bleeker	Does Amazon's Tablet Matter? Our analysts debate the importance of Amazon's new tablet.
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.
PC Magazine February 21, 2011 Sascha Segan	The 10 Best Apps for Android 3.0 Honeycomb These 10 apps show off the capabilities of Google's new tablet OS.
Financial Planning March 1, 2012 Joel Bruckenstein	Tech Tools: App Innovation SunGard WealthStation Mobile Meeting is a solid example of what an app for advisors can deliver.
Registered Rep. February 22, 2011 Lauren Barack	Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
The Motley Fool December 14, 2010 Carl Bagh	Microsoft's Strategy: New Tablet Based on WP7, Windows 7 or Windows 8? Microsoft could demo a host of new tablets at the upcoming Consumer Electronics Show in Las Vegas in January.
The Motley Fool March 26, 2011 Cindy Johnson	Android Wins an Endorsement in the Tablet Wars Research In Motion adds Android capability to its PlayBook tablet
The Motley Fool May 1, 2011 Eric Bleeker	Are Tablets Really a Tech Revolution? Probably not, but they don't need to be.
Registered Rep. February 21, 2012 Timothy D. Welsh	Letter From Dallas: Day Two at t3 Conference -- Going Mobile 75 software vendors jockey for position to gain mindshare of the 400 -- 500 advisors looking to purchase the latest tools and innovation to make their businesses more efficient and scale with their growth.
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 Planning December 1, 2010 John McCormick	The Tech Challenge It's not how much you spend on hardware and software, it's how well you integrate it.
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.