10 Top Tech Trends for BDs: FSI OneVoice 2012
A panel of leading advisor partner technologists discussed how technology trends here already and on the horizon will affect independent broker-dealers.
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.
Building Trust With Tech; Debating Dividends; Run a More Efficient Practice: October Investment Advisor—Slideshow
Frank Maiorano, Trust Company of America’s new CEO, is leading the firm’s growth initiative with an innovative technology play that may well “forever change the way wealth management is performed.”