document management

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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  Advisors Struggle With Tech Integration

  By Danielle Andrus, AdvisorOne  |  July 16, 2012

  While two-thirds of advisors say technology has been mostly beneficial to their firms, 61% say it would be easier to manage if their various systems were better integrated, an SEI survey found.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 6, Workflow

  By Spenser Segal, ActiFi  |  June 12, 2012

  It may take some work on the front end, but the good news for advisory firms is that those embrace the workflow trend and systematize their business will create more business value than firms that fail to do so.

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  The Race for ROI: Now Is the Time to Invest in Technology

  By Timothy Welsh  |  April 24, 2012

  For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.

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  Tom Bradley Says ‘RIAs on the Winning Side’: TD Ameritrade Conference

  By John Sullivan, AdvisorOne  |  February 2, 2012

  TD Ameritrade Institutional President Tom Bradley opened the clearing and custodial firm’s annual conference Thursday morning in Orlando with a wide ranging discussion of current hot topics.

• Grow Your Firm

  By Editorial Staff  |  November 21, 2011

  In 2011, Investment Advisor published a practice management series on how to grow your firm featuring contributions from Philip Palaveev of Fusion Advisor Network; Spenser Segal of ActiFi and a member of the 2011 IA 25; and Susan Hirschman of SHE LTD.