software solutions

• 

  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.

• 

  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.

• 

  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.

• 

  New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor

  By Marlene Y. Satter, AdvisorOne  |  July 24, 2012

  This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.

• 

  Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation

  By Spenser Segal, ActiFi  |  May 16, 2012

  Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.

• 

  Health Care Is the New Wealth Care

  By Ellen Uzelac  |  December 26, 2011

  WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.