technology solutions

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  Who Are Your Technology Players? Don’t Overlook Your Employees

  By Dan Skiles  |  April 29, 2013

  Your employees—their skills, their knowledge, their habits and their responsibilities—will have a significant influence on the success of any technology product, initiative or process that you want to introduce in your firm.

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  Spend Wisely on Technology

  By Dan Skiles  |  April 1, 2013

  Let’s get right to the bottom line: Technology costs money.

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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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  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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  LPL Adds $8.2 Billion Credit Union to Platform

  By Janet Levaux, AdvisorOne  |  November 19, 2012

  LPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.

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  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.

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  RIAs Aren’t Using CRM to Full Potential: Schwab TweetUp

  By Joyce Hanson  |  September 26, 2012

  RIAs are missing opportunities to use CRMs for everything from business analytics to social media, according to a Twitter “TweetUp” moderated by Schwab Advisor Services.

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  How to Evaluate All-In-One Systems

  By Dan Skiles  |  August 21, 2012

  The technology products available for advisors today offer more features and solutions than ever before.

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  TD Ameritrade Enhances Portfolio Rebalancing Platform

  By Danielle Andrus, AdvisorOne  |  August 14, 2012

  TD Ameritrade announced on Monday that it has enhanced its portfolio rebalancing platform to improve accuracy and make the system more efficient.