software packages

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  Advisors Beware: Silicon Valley’s Jemstep Targets Underserved Mass Affluent

  By Joyce Hanson, AdvisorOne  |  March 12, 2013

  For a fraction of brokers' fees, Jemstep offers buy/sell trade ideas for an individual’s 401(k), IRA and brokerage accounts.

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  Impressions From T3 Conference: The Future Is Bright, Part 2

  By Michael E. Kitces  |  February 25, 2013

  Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.

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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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  Financial Planning and Commoditization, Pt.1: Defining Terms

  By Michael E. Kitces  |  February 14, 2013

  Financial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.

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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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  Fidelity Launches Practice Management Benchmarking Dashboard for RIAs

  By James J. Green, AdvisorOne  |  December 14, 2011

  A new Fidelity tool allows advisors to compare themselves in both the financial and marketing areas to their peers.

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  Schwab New Business Will Offer Integrated Services Platform to Advisors

  By James J. Green, AdvisorOne  |  September 7, 2011

  Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.