technology investments

• 

  Securities America Adds 6 Financial Affiliates With $3.75B in Assets

  By Janet Levaux, AdvisorOne  |  May 16, 2013

  The credit unions and banks include 15 financial advisors and are located in the Midwest, West and Northeast.

• 

  Hedge Fund Investors Aren’t Benefiting From Expanding Rules: Survey

  By Michael S. Fischer  |  November 5, 2012

  Only 10% of institutional investors felt that new regulations would protect their interests, and 85% rejected the notion that they would prevent the next financial crisis, according to an Ernst & Young survey.

• 

  The Race for ROI: Now Is the Time to Invest in Technology

  By Timothy Welsh  |  April 24, 2012

  For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.

• 

  Cetera Financial to Acquire Genworth FIS Broker-Dealer

  By James J. Green, AdvisorOne  |  January 9, 2012

  Firm that focuses on tax professionals as advisors will become fourth BD at Cetera.

• 

  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.

• 

  Fidelity Releases Technology Evaluator Tool

  By John Sullivan, AdvisorOne  |  September 8, 2011

  Fidelity Institutional Wealth Services announced Thursday it had released a new tool to help advisors evaluate and compare available technology solutions.