Hardware and software

Investing fees have fallen for the past few years and there may be no end in sight.

When choosing their next employer, advisors resist a digital downgrade.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

Some advisors are holding out in case the technology changes.

In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.

Integration, scalability and service model are key to selecting a vendor.

There is nothing to be nervous about — but there is a way to do it right.

Technology is a tool, not a substitute for actual interaction.

This technology allows for a guided, rather than a one-sided, planning experience.