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.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Integration Key to Tech Advantage
Technology is a pervasive part of any industry and one that is constantly changing.
New Apps Show iPad’s Growing Influence
Announcements from Advisor Software and Pacific Life highlight mobile technology’s increasing influence on the way advisors do business.
Wealth Management Software Going Into Beta
Advisor Software Inc., the Lafayette, California-based technology company that has long provided enterprise-level software and more recently has made some of its products available to individual advisors, is on the verge of beta testing a new application called ASI Wealth Manager.