June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
May 24, 2017

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
April 25, 2017

How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
April 18, 2017

Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
April 10, 2017

Orion Releases Orion Social, a Comprehensive Help and Training Resource

Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
February 14, 2017

Download the New Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
February 8, 2017

Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
January 27, 2017

The One Best Solution to the Challenges Advisory Firms Face Today

Most of you know that I usually attend and speak at the annual T3 Advisor event, and you’ve read my reviews: basically, that it’s by far […]
December 15, 2016

Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]
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