Adam Moseley

• Group Think

  By Adam Moseley, Wade Spencer  |  August 1, 2009

  When it comes to implementing new technology, the best firms involve staff members early and often. Take West Des Moines, Iowa-based Foster Group's decision matrix, for...

• Ask These Questions

  By Adam Moseley, Wade Spencer  |  August 1, 2009

  Selecting a technology vendor is a key decision in the buying process. Make sure you talk to a potential vendor's customers--ideally ones you've found on...

• Technology by the Numbers

  By Adam Moseley, Wade Spencer  |  August 1, 2009

  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...

• New Day, New Tools

  By Adam Moseley, Wade Spencer  |  August 1, 2009

  With budgets tighter than ever these days, many firms have found it difficult to pursue new technology initiatives and make new purchases. As a result,...

• Tech Evangelist

  By Adam Moseley, Wade Spencer  |  July 1, 2009

  One of the most effective ways to get staff to use the technology that a firm already possesses to its full advantage is to appoint...

• How Much Can You Save?

  By Adam Moseley, Wade Spencer  |  July 1, 2009

  Everybody says that automating regularly conducted tasks can save an advisory firm money, but how much? For instance, Schwab Technology Consultants estimates that for every...

• Right in Front of You

  By Adam Moseley, Wade Spencer  |  July 1, 2009

  At wealth management firm LarsonAllen Financial, technology has been a key budget item during the past four years as the firm has transitioned to a...