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.

LPL installs a former Wells Fargo tech-meister as it races to replace software, RIAify itself, for 14,000 restive advisors



Print Friendly and PDF

How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet



Print Friendly and PDF

The buzz at RIA event in San Diego was how to get buzzed, dole out buzzes as inducement to automate practices



Print Friendly and PDF

Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?



Print Friendly and PDF

Now come the robo-alts firms -- a full flock of 'em as unwavering as the robo-advisors



Print Friendly and PDF

Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn



Print Friendly and PDF


Browse All Archives


2015


    September
    August
    July
    June
    May
    April
    March
    February
    January

2014


    December
    November
    October
    September
    August
    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 »

Lowell Putnam: Our vision is to take data that used to take weeks or months and we want to get that to advisors on a daily basis.
31 shares
Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin

Eric Clarke [r.] next to brother Todd: They didn't even blink an eye about our expansion proposal.
20 shares
How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet

Bill McNabb: It's OK to ignore volatility—that's part of the plan.
6 shares
Vanguard urges considered inaction -- not knee-jerk reaction -- to market's wild ride

Burt White: History suggests stocks are capable of posting total returns this year in the range of 5% to 9% including dividends, despite touching negative territory on the year in August.
1 shares
Why a flat start doesn't mean a flat finish for the S&P 500

Virtus's latest challenge for its former affiliation with F-Squared is a lawsuit.
1 shares
Allegations in Virtus class action relate to the fund company using a track record improperly calculated by its subadvisor

sponsored by:

Get the RIABiz Today
Email Alert »