Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
A technology take on the Merrill Rule
At the end of March, the U.S. Court of Appeals for the District of Columbia ruled that the Securities and Exchange Commission overstepped its bounds...
Guiding Clients to Retirement Income Safety
Most advisors excel when it comes to counseling clients 10 years or more from retirement. They put in place the usual estate and risk management...
Plug 'N Play
When looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...
Financial Planning's Future
Financial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...
The Simpler Approach
Bob Curtis has spent most of his professional life reinventing the way investment advice is delivered. In the early 1970s, Curtis worked for NCR in...
This Bear Wants You
The independent advisor channel is still in its infancy and, a decade from now, we will probably look back at the choices advisors have today...
Part 1: Planning to Go
MoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...