2014 Tech Goal: Go Where Your Clients Are
Stuart DePina, Neal Ringquist and Doug Besso talk about the state of advisor technology and how tech tools can help RIAs thrive.
Steve Jobs and Advisors: His Legacy and Ongoing Influence
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.
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.