January 11, 2019
Published by George Svagera at January 11, 2019
Categories

What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
Do you like it?0
Read more
December 3, 2018
Published by Kyle Hiatt at December 3, 2018
Categories

How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
Do you like it?0
Read more
November 15, 2018
Published by Joel Bruckenstein at November 15, 2018
Categories

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
Do you like it?0
Read more
October 29, 2018
Published by Bob Veres at October 29, 2018
Categories

Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
Do you like it?0
Read more
September 24, 2018
Published by Bob Veres at September 24, 2018
Categories

Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
Do you like it?0
Read more
September 14, 2018
Published by Joel Bruckenstein at September 14, 2018
Categories

FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
Do you like it?0
Read more
August 28, 2018
Published by Joel Bruckenstein at August 28, 2018
Categories

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
Do you like it?0
Read more
August 17, 2018
Published by Joel Bruckenstein at August 17, 2018
Categories

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
Do you like it?0
Read more
August 1, 2018
Published by Joel Hurst at August 1, 2018
Categories

Going Mobile: How Every RIA Can Offer Clients a Customized Mobile App

Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
Do you like it?0
Read more
Load more