software

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  Junxure’s Friedman: Use Tech to Ensure Smooth Exams

  By John Sullivan, AdvisorOne  |  May 20, 2013

  The speed, ease and accuracy with which the information is retrieved will go a long way in determining the outcome of the exam.

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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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  12 Non-U.S. Investors Who Pledged Half Their Wealth to Charity

  By Michael S. Fischer  |  February 25, 2013

  Billionaire families from eight countries have joined the Giving Pledge started in 2010 by Warren Buffett and Bill Gates.

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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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  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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  New Hire Roundup: American Century Names Bannigan COO

  By Marlene Y. Satter, AdvisorOne  |  November 7, 2012

  Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.

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  SEC Enforcement Roundup: $100M Real Estate Ponzi Scheme Busted

  By Marlene Y. Satter, AdvisorOne  |  June 28, 2012

  Recent SEC actions include shutting down two Ponzi schemes, one that brought in $100 million and another that collected $42 million. A Malaysian advisor was sued for not advising.

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  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.

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  Top 10 Wealth Zones With the Most Advisors

  By Dan Berman, AdvisorOne  |  May 3, 2012

  In the second slideshow on these Wealth Zones, devised by AdvisorOne research, residents also have high incomes but with a lot of advisors among them.