New in Advisor Tech?
Among the BIG Trends identified in Financial Planning's
latest Tech Survey: movement toward the cloud, better B-D technology &
shifts in CRM, portfolio and rebalancing software. Here's the full
Biggest Tech Trends for 2014
The survey data tells us what's been going on this past
year, but it doesn't tell you what's going to happen next year. Here are
a few modest technology predictions for 2014.
1. Continued cloud migration: A no-brainer. While many advisors continue
to express reservations about cloud-based technologies, we believe the
shift is inevitable. For firms with less than $1 billion in AUM, the
business case is compelling: They can outsource hardware, software,
maintenance, backups and...
Senior Digital Editor