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.
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.
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.
Advent Software to Acquire Black Diamond for $73 Million
Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.
Better Advising Through Technology
When I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
Orion Advisor Services App Co-opts Social Networking Design
Orion Advisor Services, a portfolio accounting service provider for registered investment advisors, announced a new release for its Advisor Desktop Monday. The upgrade includes new...
Build Your Own
Open-ended funds are so five minutes ago. Through the countless articles that slam such traditional investment vehicles in favor of the more liquid and less...