Financial planning software

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  Raymond James Execs on IT: ‘Can’t Slow Down’

  By Janet Levaux, AdvisorOne  |  April 24, 2013

  Top technology execs share latest successes at the independent broker-dealer’s annual conference in Dallas.

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  T3 Conference: Estate Planning for Digital Assets to Take Center Stage

  By John Sullivan, AdvisorOne  |  February 7, 2013

  What if a client’s important information is all online and password protected? What happens if they die unexpectedly?

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  Disruptive Trends in Planning Software, Pt. 2—The Rise of ‘Middleware’

  By Michael E. Kitces  |  February 6, 2013

  How will two powerful technology trends play out for financial planners and impact their use of software in the coming years? There are several powerful implications.

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  Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs

  By Michael E. Kitces  |  February 4, 2013

  Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.

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  Fix the Conference Exhibit Hall - Part Two

  By Michael E. Kitces  |  December 28, 2012

  Following up on our suggestions to improve the exhibit-hall experience, we explore if there's a better way for exhibitors to pitch their products and services.

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  Fix the Conference Exhibit Hall - Part One

  By Michael E. Kitces  |  December 26, 2012

  Exhibitors that don't feel relevant, poor salesmen, and especially the few bad apples make the experience uncomfortable. Here are some suggestions on how to improve the experience for all.

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  Top 10 Technology Trends for Advisors and Their Partners: Pt. 5, Integration

  By Spenser Segal, ActiFi  |  May 30, 2012

  Technology integration involves more than just an integrated workstation: making all software products, not just those directly related to financial services, seamlessly work together is becoming a reality.

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  Exploring Independence: Ex-Wirehouse Advisors Carve New Paths

  By Ellen Uzelac  |  May 24, 2012

  For his new firm, independent advisor Brian Solik has developed the ultimate anti-Wall Street niche: how to protect yourself from Wall Street and the IRS.