Outsourcing the Back Office Across the Globe
Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.
2012 TechLeaders Conference: Unusual Format a Hit With Attendees, Vendors
A rapid-fire slew of presentations opened the 2012 TechLeaders Broker-Dealer Technology Conference in Dallas on Tuesday.
The Breakfast Club
The orgy of pessimism from keynote speakers at TD Ameritrade’s recent conference in Orlando had organizers double-stocking the hotel minibars.
Tech Execs Look to the Future: TD Ameritrade Conference
A gathering of executives from up-and-coming, as well as established, technology companies sat with AdvisorOne at the TD Ameritrade conference in Orlando Friday morning for a discussion of the state of advisor technology, integration, and where innovation is likely headed next.
Practice Management Primer, Pt. 6: How to Benchmark Your Firm
Evaluating your practice management plan’s effectiveness is crucial, as is benchmarking your firm against your peers.
Integration Key to Tech Advantage
Technology is a pervasive part of any industry and one that is constantly changing.
Your Silver Bullet
At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
Building Trust With Tech
Frank Maiorano’s vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.
Orion Releases Rebalancing Capabilities at 'Household' Level
Orion Advisor Services announced on Monday that a redesigned version of its Advisor Desktop portfolio management suite is available that will help advisors create tax efficient strategies at the household level.
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.