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Financial Advisor
February 2008
Joel Bruckenstein
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. mark for My Articles similar articles
Financial Advisor
September 2010
Joel P. Bruckenstein
Key Role Custodians are upping their technology offerings to RIAs. mark for My Articles similar articles
Investment Advisor
November 2007
Lauren Barack
Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands. mark for My Articles similar articles
Investment Advisor
December 2005
Andrew Gluck
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. mark for My Articles similar articles
Financial Advisor
August 2006
Raymond Fazzi
Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them. mark for My Articles similar articles
Financial Advisor
March 2011
Joel P. Bruckenstein
The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform. mark for My Articles similar articles
Financial Advisor
February 2009
Joel P. Bruckenstein
The Case For Integration Fidelity thinks Registered Independent Advisors will benefit from integrated platforms like its new WealthCentral. mark for My Articles similar articles
Financial Advisor
December 2011
Eric Rasmussen
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. mark for My Articles similar articles
Financial Advisor
December 2007
Joel P. Bruckenstein
Fidelity's Silver Bullet If WealthCentral meets expectations, it will create significant efficiencies and cost savings for those who take full advantage of it. If Fidelity can pull it off, it will leapfrog the technology offerings of other custodians, as well as those of independent providers, by a significant margin. mark for My Articles similar articles
Registered Rep.
September 28, 2010
Jerry Gleeson
Custodians Seek Integrated Solutions To FAs' Tech Needs As custodians compete to draw advisors into the fold, they often tout the superior quality of their technology. mark for My Articles similar articles
Financial Advisor
June 2007
Joel Bruckenstein
Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors. mark for My Articles similar articles
Financial Advisor
March 2008
Joel Bruckenstein
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. mark for My Articles similar articles
Financial Advisor
October 2012
Joel P. Bruckenstein
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. mark for My Articles similar articles
Financial Planning
December 1, 2011
Joel Bruckenstein
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. mark for My Articles similar articles
Financial Planning
February 1, 2011
Joel P. Bruckenstein
The Lab As custodians battle for the hearts and minds of advisors in the years ahead, Fidelity possesses a weapon that no other firm can currently match: The Fidelity Center for Applied Technology, known as FCAT. mark for My Articles similar articles
Financial Planning
August 1, 2010
Joel P. Bruckenstein
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. mark for My Articles similar articles
Financial Planning
December 1, 2007
Jeanne Lee
Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market? mark for My Articles similar articles
Registered Rep.
February 17, 2012
Timothy D. Welsh
Live From Dallas: Mobile Apps, Cloud Computing and Integration - Key Themes at Tech Conference for Rias I work with many of the technology companies that support independent RIAs and will be blogging about what's hot in advisor tech, industry trends, and what the influencers are saying. mark for My Articles similar articles
Financial Advisor
November 2005
Tracey Longo
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. mark for My Articles similar articles
Financial Planning
December 1, 2010
Joel Bruckenstein
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. mark for My Articles similar articles
Financial Advisor
August 2010
Joel P. Bruckenstein
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." mark for My Articles similar articles
Financial Advisor
January 2011
Andrew Gluck
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. mark for My Articles similar articles
Financial Advisor
April 2010
Joel P. Bruckenstein
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. mark for My Articles similar articles
Investment Advisor
October 2007
Neal Ringquist
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. mark for My Articles similar articles
Registered Rep.
September 24, 2015
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. mark for My Articles similar articles
Financial Advisor
April 2009
Joel P. Bruckenstein
An Integration Contender AdvisorConnect integrated software for advisors looks to be a reasonable alternative to Fidelity's WealthCentral. mark for My Articles similar articles
Financial Advisor
September 2006
Joel Bruckenstein
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. mark for My Articles similar articles
Financial Advisor
February 2004
Sydney LeBlanc
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. mark for My Articles similar articles
Registered Rep.
April 1, 2007
John Churchill
Can Schwab's RIA Empire be Toppled? Last year the online-broker-turned-advice-provider extended an already massive lead over rivals Fidelity and TD Ameritrade in RIA asset gathering. Is there no challenger to Schwab's throne? mark for My Articles similar articles
Financial Advisor
March 2006
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc. mark for My Articles similar articles
Registered Rep.
March 2, 2015
Diana Britton
Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear. mark for My Articles similar articles
Financial Planning
December 1, 2009
Joel Bruckenstein
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. mark for My Articles similar articles
Financial Planning
July 29, 2010
Schwab's Competition Has Its Say Schwab's competitors manage to be politely dismissive of the new platform, while still emphasizing that they got the CRM concept first. Here's how various executives see it. mark for My Articles similar articles
Financial Advisor
May 2011
Drucker & Davis
Lean On Me Custodians have ramped up the services they offer to registered investment advisors. mark for My Articles similar articles
Financial Planning
March 1, 2011
Joel P. Bruckenstein
Efficiency: Hitting the Tech Target Some advisors are still balking at portfolio rebalancing tools and automated workflow technology that could make their practice more profitable. mark for My Articles similar articles
Financial Planning
June 1, 2006
Elizabeth O'Brien
Dueling Platforms As the major custodians enhance their technology offerings for registered investment advisers, they're all seeking a competitive edge. mark for My Articles similar articles
Financial Advisor
November 2007
David J. Drucker
In The Land Of Giants If a smaller custodian comes along that can successfully execute a platform of services advisors can't get from Schwab, Fidelity or TD Ameritrade, it's going to find a place with advisors. mark for My Articles similar articles
Financial Advisor
September 2004
Joel P. Bruckenstein
Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year. mark for My Articles similar articles
Financial Advisor
November 2011
Joel P. Bruckenstein
Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services. mark for My Articles similar articles
Registered Rep.
October 21, 2015
Ryan W. Neal
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners. mark for My Articles similar articles
Financial Planning
December 1, 2008
Joel P. Bruckenstein
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. mark for My Articles similar articles
Financial Advisor
December 2007
Andy Gluck
What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now? mark for My Articles similar articles
Financial Planning
May 1, 2010
Bob Veres
A Profession Comes Of Age As the planning profession reaches maturity, motive and opportunity seem to be conspiring to create a better professional world. mark for My Articles similar articles
Financial Advisor
August 2010
Raymond Fazzi
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. mark for My Articles similar articles
Registered Rep.
November 5, 2012
Lauren Barack
All By Myself You don't have to give up the best tech toys when you go independent, but the learning curve can be steep. mark for My Articles similar articles
Financial Advisor
February 2007
Frontline News Schwab Offering Loans To RIAs Going Independent... TD Ameritrade Purchases iRebal... Suitability Standards For DPPs Could Rise... N.J. Firm Was B-D's Biggest Catch In '06... etc. mark for My Articles similar articles
Financial Planning
December 1, 2012
Joel Bruckenstein
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. mark for My Articles similar articles
Financial Advisor
May 2007
Eric Rasmussen
What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs. mark for My Articles similar articles
Financial Advisor
August 2005
Raymond Fazzi
The Logic Of Multiple Custodians As custodians serving the independent advisor market come and go, and merge and consolidate, many advisors are having a harder time finding a stable home for their clients' assets. In many cases, they're finding that using multiple custodians gets the job done efficiently. mark for My Articles similar articles
Financial Planning
July 1, 2007
Joel Bruckenstein
Custodian as Consultant TD Ameritrade's Solutions Consulting Group helps advisors make use of TD's technology -- while running their practices more effectively. mark for My Articles similar articles