technology tools

• The Future of FAs & IT

  By Janet Levaux  |  April 29, 2013

  The broker-dealer industry is going through a less-than-wonderful transition to a more automated and tech-connected world, according to many experts and insiders at TechLeaders 2013, a B-2-B conference. The annual conference, held each spring in the greater Dallas area, drew about 150 professionals. The event highlighted the multiple challenges faced...

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  Advisors and Technology: A Love-Hate Relationship

  By Janet Levaux, AdvisorOne  |  March 15, 2013

  Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

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  TD Ameritrade Unveils 3 Critical Advisor Initiatives as National Shindig Begins

  By James J. Green, AdvisorOne  |  January 31, 2013

  The plans cover three critical areas of interest for advisors: the search for the next generation of advisors; advocacy in Washington for a fiduciary standard, and enhancing TDAI's technology offerings to provide more efficiency to RIAs.

• The Human Touch in Action

  By James J. Green, AdvisorOne  |  August 21, 2012

  First, let me state up front: I am no Luddite.

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  With 600 RIA Participants Already, Schwab Expands Practice Management Program

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

  The free Insight to Action consulting program leads advisors to devise a personalized strategic plan, SAS Vice President Nick Georgis says.

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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

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  Junxure Expands CRM Offerings With Range of Consulting Services

  By James J. Green, AdvisorOne  |  August 26, 2011

  Users of CRM software will get best-practices help from Junxure consultants on implementation and adoption.

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  Are You In a Technology Rut?

  By Dan Skiles  |  August 24, 2011

  There is little we do to run a business today that doesn’t involve some form of technology.

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  CRM: An Untapped Engine for Growth

  By Neesha Hathi  |  July 28, 2011

  While the vast majority of advisors have implemented some form of client relationship management (CRM) software in their practices, most of them continue to overlook what may be CRM’s biggest benefit to an RIA business: the ability to fuel and support growth.