Mobile technology

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  Tech Questions for Summertime

  By Dan Skiles  |  July 24, 2012

  August is my favorite time of year for new projects. More specifically, it’s a good time to ask, “What technology areas require more research before we pull the trigger?” To get started with this exercise, allow me to recommend some ideas.

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  Wealthy Investors Adopting Mobile Technology

  By Danielle Andrus, AdvisorOne  |  July 20, 2012

  Wealthy investors are taking up social media and mobile technology in increasing numbers, the Spectrem Group found in a survey released Thursday.

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  Eric Clarke: The 2012 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 2, 2012

  In our industry, technology has allowed advisors to go out on their own as independent investment advisors and still provide their clients the same level of service that the wirehouses have traditionally provided.

• Toys or Tools: The Mobile Revolution

  By Dan Skiles  |  April 24, 2012

  There’s no doubt that advisors are quickly adopting mobile technology.

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  Franklin Templeton Launches iPad App for Advisors, Investors

  By Danielle Andrus, AdvisorOne  |  March 12, 2012

  Franklin Templeton announced on Monday that it has launched an iPad app for advisors and investors with fund information and portfolio manager perspectives.

• Defined-Contribution Plans ‘Primary Retirement Savings’ Tool for Young Workers

  By Danielle Andrus, AdvisorOne  |  February 6, 2012

  Workers under the age of 35, the generation most likely to depend almost solely on DC plans rather than the typical Social Security-savings-pension model, need to be diligent if they expect to save enough for retirement, Northern Trust found.

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  10 Top Tech Trends for BDs: FSI OneVoice 2012

  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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  Mobile Tech and Advisors, Part 2: Building a Mobile Policy

  By Jon Bluth, SunGard  |  November 27, 2011

  Steps to creating a mobile access policy to help build your business while protecting your clients and yourself.

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  Mobile Tech and Advisors, Part 1: Its Place in the Business

  By Jon Bluth, SunGard  |  November 21, 2011

  For advisors and their partners, a mobile strategy is much more than just another channel for apps

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  Retirement Planning on the Go: DC Participants Rely on iPads, Smartphones

  By Danielle Andrus, AdvisorOne  |  November 4, 2011

  Two-thirds of defined-contribution plan participants use smartphones and one-quarter use tablets, a report released in October by Spectrem Group found.