Updated Monday, July 28, 2014 as of 10:35 PM ET
Practice - Technology
Financial Planning 2012 TECH SURVEY
Saturday, December 1, 2012
Partner Insights

We find it noteworthy that many advisors do not use portfolio management software or services; 15% of independent RIAs said they did not use such a product, compared with 62% of CPAs.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The July Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here