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By Spenser Segal, ActiFi |
September 13, 2012
To take advantage of Big Data, first know what you want to achieve, envision how your business would be different if you had the right information, and then decide on what data to track, how much of it to keep, and how it will be analyzed.
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By Spenser Segal, ActiFi |
June 29, 2012
Moving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.
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By Savita Iyer-Ahrestani, AdvisorOne |
February 1, 2012
Niche solutions, cloud computing and growth in Asia are expected to buoy the tech space in an overall risky economy
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By James J. Green, AdvisorOne |
January 25, 2012
A panel of leading advisor partner technologists discussed how technology trends here already and on the horizon will affect independent broker-dealers.
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By Stuart DePina |
December 28, 2011
All the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.
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By Melanie Waddell, AdvisorOne |
January 11, 2011
Two days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
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By Joyce Hanson, AdvisorOne |
December 6, 2010
To help RIAs move their data systems into the world of cloud computing, enterprise content management firm Laserfiche announced a prepackaged integration with salesforce.com.
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By Marlene Y. Satter, AdvisorOne |
September 1, 2010
Some outsourced, third-party functions are overlooked.
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By Dan Skiles |
May 1, 2010
Cloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
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By Jeff Joseph |
March 1, 2010
The conventional wisdom of venture investing is populated with a myriad of musty and meaningless maxims that do little to develop due diligence deft. The...