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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.   |
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? |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
Investment Advisor
June 2007
James J. Green |
A Flush Fidelity Celebrates With enhanced authority, Fidelity Registered Investment Advisor Group's Ellyn McColgan leads the way. |
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. |
Financial Advisor
September 2010
Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs. |
Registered Rep.
October 21, 2015
Ryan W. Neal |
MoneyGuidePro, eMoney Join Forces The two biggest names in financial planning software are now partners. |
Investment Advisor
October 2009
James J. Green |
Fidelity Cuts Costs on Technology, Trading Fidelity Institutional announced a range of price cuts and time-bounded fee waivers for advisors who custody client assets at Fidelity. |
Financial Advisor
August 2006
Joel Bruckenstein |
First Look At Advisors Office The developers have laid a solid foundation upon which additional functionality can be layered. If and when this occurs, Advisors Office will be an interesting proposition for an office of perhaps three to ten employees, provided the pricing is well aligned with the functionality being offered. |
Financial Advisor
March 2008
Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Financial Planning
January 1, 2007
Joel Bruckenstein |
CRM Tools Go Virtual Financial advisors are realizing that web-based programs can be less expensive, less tedious and more flexible. Although online CRM is still developing, industrywide the level of sophistication and usability is improving. |
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. |
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. |
Financial Advisor
November 2010
Joel P. Bruckenstein |
A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms. |
Financial Advisor
January 2004
Joel Bruckenstein |
What's New For 2004? The rash of new software could cause financial advisors' heads to spin: Morningstar Workstation 2.0... Account Aggregation AdvisorSites/CashEdge... NaviPlan Version 9.0... Junxure-I 3.0... |
Financial Planning
February 1, 2013
Joel Bruckenstein |
AdvisorWorks Review: Aiming for Integration AdvisorWorks offers advisors an outsourced infrastructure and some smart features. But is it ready for broad use? |
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. |
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. |
Financial Advisor
December 2010
Joel P. Bruckenstein |
X Marks The Spot Tamarac's Advisor X packs promise. |
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. |
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. |
Financial Advisor
September 2004
Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. |
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. |
Financial Planning
June 1, 2012
Joel Bruckenstein |
Tech Tools: Managing Customer Contact Wealth Advisor CRM is a web-based product that seems aimed at small and midsize firms and carries attractive pricing. |
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. |
Investment Advisor
November 2006 |
Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now. |
Financial Advisor
October 2006
Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
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. |
U.S. Banker
February 2008
Anthony Malakian |
New Tools Empower Today's Time-Strapped Advisors Over the last five years, many new products have emerged to help advisors construct well-rounded portfolios and monitor their progress, all the while saving the advisor and client time. |
Financial Planning
December 1, 2007
Joel P. Bruckenstein |
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. |
Financial Advisor
October 2006
Andrew Gluck |
The Best Software You Might Never Own Smaller advisory offices face tough choices about what they will pay for their portfolio management programs. |
Financial Advisor
February 2004
Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Investment Advisor
January 2009
Kara P. Stapleton |
Upgrades New products and programs: Fidelity Institutional Wealth Services WealthCentral platform... Vanguard will launch the firm's first international small-cap index fund... United Capital Financial Partners acquires three investment advisory firms... etc. |
Financial Advisor
November 2012
Joel P. Bruckenstein |
Rebooting Advent The technology company is re-establishing its reputation as an innovator and improving its image with RIAs. |
Financial Advisor
October 2012
Joel P. Bruckenstein |
A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper. |
Financial Advisor
July 2010
Joel P. Bruckenstein |
Best Of Both Worlds? From simple needs-assessment tools to the comprehensive and detail-oriented NaviPlan Extended software package, EISI's financial planning products cover the gamut of advisors' needs. |
Financial Advisor
November 2008
Joel Bruckenstein |
Work In Progress A review of Sharelogix, the online financial planning suite from FinanceLogix, a division of OLTIS Software. |
Registered Rep.
June 1, 2005
Kristen French |
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. |
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. |
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. |
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. |
Investment Advisor
March 2006
Kathleen M. McBride |
Fidelity's Separates The custodian rolls out an elegant SMA platform for RIAs. |
