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.

Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows


Why I find the term 'robo-advisor' objectionable and unhelpful


Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond


The face of Addepar leaves the company amid intrigue about just where it stands with the RIA market


Advisor as auteur: How to put a 'video selfie' front and center on your homepage using the film studio in your back pocket


The 6 biggest trends affecting the RIA business




An
Exclusive Webinar Video

Answering the Rarely-Answered Questions of Becoming an RIA

brought to you by Play

Browse All Archives


2014


    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 »

Fidelity's alt investments brain trust: 'It used to be three guys and a dog in Greenwich.'
38 shares
Fidelity, Goldman Sachs and Morningstar call 16 top reporters to New York to define the RIA alts problem -- and to explain how their Dream Team solves it

Bob Reynolds: They reached out and asked if we'd like to buy their proprietary business.
12 shares
Just what good Bob Reynolds' purchase of J.P. Morgan's billions -- sans sweet brand -- will do for his Great West-Putnam 401(k) empire

Derek Bruton: It allowed me to step back and look at all I had accomplished to date and where I wanted to go from here.  In the short term, I will be taking some time to prioritize and recharge.
2 shares
What is the story with Derek Bruton's sudden LPL departure?

Ned Johnson is pitching his fund brethren on a trading club concept.
1 shares
In wake of high frequency trading hoopla, Fidelity Investments is designing 'Sakura' to secure better trades for its 'shareholders'

Libby Cherrington (right) and Krista Dunton have two kids and have been married almost five years.
1 shares
How Morgan Stanley and a lesbian super-producer came to grief in South Carolina and why she alleges bias

sponsored by:

Get the RIABiz Today
Email Alert »