TechLeaders

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  Advisors and Technology: A Love-Hate Relationship

  By Janet Levaux, AdvisorOne  |  March 15, 2013

  Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

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  Outsourcing Is Up as Tech Crunch Hits IBDs

  By Janet Levaux, AdvisorOne  |  March 14, 2013

  Likewise, greater social media technology is coming to independent reps and their firms, say experts at TechLeaders 2013.

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  Tech Eminence

  By Chip Kispert, Marshall Levin, Peter Montoya  |  March 26, 2012

  As educational editor of the 2012 TechLeaders Conference on March 19–21 in Irving, Texas, Beacon Strategies LLC is contributing to the conference’s goal of developing thought leadership that can be shared by broker-dealers of all sizes.

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  Three Big Trends in RIA Industry: 2012 TechLeaders Conference

  By John Sullivan, AdvisorOne  |  March 20, 2012

  Tim Welsh, president and founder of Nexus Strategy, discussed several major trends in the RIA space, like stronger demand for independent advisors and Canadians looking southward.

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  2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors

  By John Sullivan, AdvisorOne  |  March 20, 2012

  A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.