News, Vision and Voice for
the Advisory Community
technology sponsored by:

Technology


About the Technology section:

The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.

The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.

Addepar has two new 'grown-up' leaders but the same mantra: double down, triple down then quadruple down on engineering


BloombergBlack rematerializes as CircleBlack minus Bloomberg


How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright


Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire


INSITE 2014 unveils wired body armor for the advisor of the future as it rolls out a slew of NetX360 upgrades


Two years in, Advent Software gives itself a Sept. 30 deadline to release the middleware that will draw Axys users into the Cloud


How a little orange RSS icon changed my life and why it's unacceptable that 98% of advisors have no idea it exists


Bill Crager: I've got your back against the attack of the killer robo-advisors


Eric Clarke rolls the API dice by posting Orion software's code online





Browse All Archives


2014


    July
    June
    May
    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2012


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2011


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2010


    December
    November
    October
    September
    August
    July
    June
    May
    April
    March
    February
    January

2009


    December
    November
    October
    September
    August

Most Emailed Stories »

Walter Bettinger: With the right full-service model for serving today’s investors, we are driving sustained momentum in our business.
29 shares
8 takeaways from Schwab's earnings report and commentary including: We are 'full-service', dammit

Karin Risi: To the extent there's conflict, it's always been there.
17 shares
How exactly Vanguard Group -- with a dash of robo and lots of mojo -- went from a virtual unknown in wealth management to posing a threat to Merrill Lynch

John Michel: We started all over again. We're not building the same product.
8 shares
BloombergBlack rematerializes as CircleBlack minus Bloomberg

Marilyn Mohrman-Gillis: Quite frankly, what we're spending is less than half a percent of all financial services' expenditures.
2 shares
How the CFP Board is getting its $40 million's worth from its advertising campaign and how it isn't

Jim Herbert: The answer is yes, a little bit.
1 shares
The hornet's nest that a $25.9-billion AUM RIA owner stepped on and how much it cost

sponsored by:

Get the RIABiz Today
Email Alert »