tablet technology

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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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  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.

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  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.

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  Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 27, 2011

  Frank Maiorano, Trust Company of America’s new CEO, is leading the firm’s growth initiative with an innovative technology play that may well “forever change the way wealth management is performed.”