Tech Survey

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

Once deeply wary of digital tools, planners may be turning a corner.

Eight tech tools planners can use to transform their practice.

Three burgeoning technology movements that might catch advisors by surprise.

A good software tool can be hard to find. Our annual Tech Survey can help.

Here's what advisors say their firms must use to catch up, and get ahead.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

The NSA, Equifax and the SEC were all breached. Financial advisors of all sizes are fair game, too, says Wes Stillman.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

New solutions offer plenty of features but lack focus.

Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.

Financial planners need to embrace robo advising technology to "live long and prosper."

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.