For advisors, technological change can seem both lightning fast and very slow. As Victor Fetter, LPL Financials chief information officer, pointed out in his keynote session at Februarys Technology Tools for Today conference, the broad technology themes for advisors the cloud, mobile, social tools and business intelligence are largely unchanged from a year ago. In fact, almost every session or product announcement at the conference was in some way tied to one of those themes.
But this years conference (of which I am a co-producer) showcased newer common threads, as well. Advisors were looking afresh at technology integration and the impact of online financial advice sites; I also saw a renewed focus on educating the next generation of planners, and attracting more young people to new financial advisory technology.
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