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Financial Advisor
March 2011
Andrew Gluck
2011 Tech Trends Advisors should notice these six developments over the coming year. 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
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
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
April 2007
Andrew Gluck
Silver Bullets And Web Services Web services have been around six years, but they are just starting to offer what advisors need. 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
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
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
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
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 Planning
September 1, 2007
Joel Bruckenstein
Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit. mark for My Articles similar articles
Registered Rep.
March 1, 2008
Christina Mucciolo
What Can We Do For You? Clearing firms matter to advisors. In fact, one of the biggest deals in the independent b/d business last year hinged on whether the b/ds being sold could maintain their relationships with their old clearing firm. mark for My Articles similar articles
Financial Advisor
November 2012
Andrew Gluck
Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble. 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
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 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 Advisor
September 2010
Joel P. Bruckenstein
Key Role Custodians are upping their technology offerings to RIAs. mark for My Articles similar articles
Registered Rep.
February 22, 2011
Lauren Barack
Fidelity Launches Its First Mobile App For Adv Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones -- at least those who custody with Fidelity. mark for My Articles similar articles
Registered Rep.
October 15, 2009
Christina Mucciolo
Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year. mark for My Articles similar articles
Financial Advisor
December 2006
Andrew Gluck
PMS Gridlock Portfolio management software is the heart of an advisory practice -- so why are there so few options? (Hint: look in the mirror.) mark for My Articles similar articles
Investment Advisor
April 2006
Andrew Gluck
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. mark for My Articles similar articles
Financial Planning
October 1, 2010
Joel Bruckenstein
What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs. 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
January 1, 2012
Joel Bruckenstein
Salesforce: More than Just CRM Social enterprise software is still in the early stages of development, but there is clearly a social media revolution taking place that advisors can't afford to ignore. mark for My Articles similar articles
Financial Advisor
May 2012
David Lawrence
Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why? 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
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 Planning
December 1, 2008
Brooke Southall
RIA Power Registered investment advisory firms are bringing in more assets these days than are wirehouse brokerage firms. 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
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
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 Planning
January 1, 2013
Donald Jay Korn
Top Custodians: Battling for Custody Custodians try different strategies for growth as advisors break away to join RIA firms. 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
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
Registered Rep.
September 10, 2009
David A. Geracioti
Fido's RIA Unit Cuts Fees The average financial advisor has taken a big hit in production and therefore net income. But RIA custodians are turning that into something of a marketing tool. 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
Investment Advisor
September 2008
Kara P. Stapleton
Tech Trouble, Ops Issues A survey of investment advisors and wealth managers asks which areas of operations and technology are most challenging for their 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
Registered Rep.
September 24, 2014
Jerry Gleeson
Custodian Castoffs Scottrade won't comment on the number of advisors it culled last summer, but other custodians say they've seen a sharp increase in the number of former Scottrade advisors who are now looking for a new home. mark for My Articles similar articles
Investment Advisor
August 2010
Dan Skiles
The Technology Coach: Advisors: What Is Your Mobile Technology Strategy? How can your advisory firm leverage mobile devices and smart phones to conduct business and better serve clients? mark for My Articles similar articles
Registered Rep.
December 8, 2011
Jerry Gleeson
Fidelity's Upgrade of myStreetscape Includes Mobile Functions Fidelity's new myStreetscape is available on the Web, offers more functions, improved navigation and expanded features. mark for My Articles similar articles
Registered Rep.
July 5, 2012
Jerry Gleeson
A League of their Own While the Big Four custodians still dominate the market, some smaller firms are making their presence felt. mark for My Articles similar articles
Financial Advisor
September 2004
Dorothy Hinchcliff
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. 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
Registered Rep.
February 7, 2012
David A. Geracioti
Von Aldo: AMTD Institutional Promotes Bradley, Nally Just two days after the close of iTD Ameritrade Institutional's annual gabfest, Tom Bradley, the president of the institutional unit, was named head of TD Ameritrade Holdings' retail distribution unit. Succeeding him will be Tom Nally. mark for My Articles similar articles
Registered Rep.
March 1, 2006
Allen Plummer
The Tech Decision Matrix Independent contractors or registered investment advisor reps have tough decisions in choosing their back-office and tech solutions. Here's what they need to consider. mark for My Articles similar articles
Financial Advisor
January 2004
Dorothy Hinchcliff
Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers. mark for My Articles similar articles
Financial Advisor
July 2010
Bernie Clark
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again. 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
Registered Rep.
May 5, 2008
LPL Financial Heats Up The RIA World The largest independent broker/dealer in the U.S. announced today it's going to launch an RIA custodian later this year, which will serve both hybrid and fee-only investment advisors who operate independent RIAs. mark for My Articles similar articles