legacy technology

Steve Jobs and Advisors: His Legacy and Ongoing Influence

By James J. Green, AdvisorOne | October 6, 2011

Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
Building Trust With Tech

By John Sullivan, Advisorone | October 1, 2011

Frank Maiorano’s vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.