From the July 2013 issue of Investment Advisor • Subscribe!

The 2013 TechLeaders Survey Resource Allocation Appendix

As educational editor of the 2013 TechLeaders Conference held on March 13-15 in Irving, Texas, Beacon Strategies LLC contributed to the conference’s goal of developing thought leadership for broker-dealers of all sizes.

The firm sent a questionnaire to senior executives at a majority of U.S. broker-dealers with 25 or more investment professionals with questions on technology preferences and vendors, social media usage and trends, completed or planned technology initiatives and technology budget and staff. More than 80% of the major independent and insurance broker-dealers in the United States responded. Click here to read about the rise of cloud/SaaS solutions, the importance of high-quality data and how the way broker-dealers use social media has changed over the past year.

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