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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.
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.
Financial Advisor September 2009 Andrew Gluck	Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency.
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.
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.
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.
Financial Planning October 1, 2012 Joel Bruckenstein	Forms in the Cloud: Laser App Software Fills in Form Filling Technology Nicely The firm's software does just one thing, but it does it extremely well: It helps financial service professionals fill out forms and process them. Now it has introduced Laser App Anywhere, its next-generation product.
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 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 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?
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.
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 Advisor November 2011 Joel P. Bruckenstein	Evolution Of Orion Its offerings have gone beyond portfolio accounting to mobile apps, videos and many customized services.
Financial Advisor June 2009 Joel P. Bruckenstein	Stepping It Up Broker-dealers are enhancing the technology they offer to advisors.
Financial Advisor July 2010 Andrew Gluck	A New Era With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
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 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.
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.
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 Planning November 1, 2012 Joel Bruckenstein	Futuristic Roadshow: Technology Trends For Financial Advisors Several recent trade conferences show that advisory firms are seeking more from their technology vendors.
The Motley Fool August 28, 2010 Daniel Bailey	App Store Crosses 250,000 Apps It's been little more than two years and Apple's app store is receiving some 600 new apps every day.
CRM September 2014 Sarah Sluis	Could Mobile CRM Solve Field Sales' Biggest Problems? Understanding the options could help your organization determine which solution is best.
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.
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.
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 Advisor May 2012 David Lawrence	Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why?
Financial Advisor June 2009 David Lawrence	The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
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.
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 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.
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.
CIO April 30, 2013 Lauren Brousell	5 Reasons to Build an Enterprise Mobile App Store IT departments can keep employees from using malware-infested mobile apps by creating an internal store of company-approved apps. The store can also collect feedback from users about their preferences.
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.
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 March 2012 Bernie Clark	The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities.
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 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. November 1, 2006 Kevin Burke	Money Managers Don't Get RIA Market A large number of money managers still haven't figured out how to tap the registered investment advisor market to sell their funds, according to research.
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.
Financial Planning December 1, 2007 Kevin Barr	Integration Ardor With careful analysis and discipline, financial advisors can take advantage of a host of technologies to make their businesses run more smoothly. And until that silver bullet appears, caveat emptor.
CRM February 29, 2012 Tom Scontras	Power Up Your CRM Platform Layering sales apps boosts productivity.
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.
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.)
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.
Investment Advisor January 1, 2011 Marlene Y. Satter	There's An App For That Insurance companies are using smart phones to work with customers.
Financial Advisor February 2006 Joel Bruckenstein	Rep Tech A broker-dealer's technology can play a key role in a rep's success and satisfaction. Perhaps independent reps should regularly compare the technology that their B-D offers against what leaders in the field have to offer.
Financial Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
Fast Company Neal Ungerleider	Google Can Now Stream Select Apps -- And Search Their Content Google's search engine will index information exclusively contained inside Android apps and will even offer users a chance to stream virtual versions of the apps if they don't already have them installed.