The new platform will allow advisors to spend less time managing regulatory and compliance issues, and more time growing their businesses.

This year’s survey provides insights into advisors’ changing relationship with the technology they use each day. To improve the accuracy of results, single-use links to thousands of readers were implemented making the survey the most scientifically accurate version the magazine has ever done.

Hurricane Sandy swamps our annual tech issue, leaving us stranded - but we're rescued by technology

The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most.

Younger consumers have high standards and a different way of doing business. Respect the value they bring - and try some of their ideas.

Symmetry Partners, a registered investment advisory based in Glastonbury, Conn., announced the release of a new mobile application for its financial advisor clients on Tuesday.

To streamline document processing, LPL Financial has introduced DocuSign’s eSignature solution for all of its advisors.

National Advisors Trust has launched an upgraded version of AdvisorDesk, the firm’s proprietary multi-custodian technology platform.

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

Charles Schwab has announced yet another product for companies to improve their business operations.

Young and up-and-coming planner Winnie Sun is a passionate advocate for the role that social media can play in attracting Generation Y clients. But recently a routine LinkedIn inquiry she made yielded a benefit that surprised even her: a huge client prospect who she thinks she never could have met otherwise

Is your business ready to offer mobile services to clients? Already, a quarter of U.S. online adults have an interest in using their mobile devices as a main channel for their personal financial life, said Neesha Hathi, senior vice president of Charles Schwab's Advisor Technology Solutions, at a technology trends panel Wednesday at Schwab's Impact conference.

Many people use LinkedIn to search for a new job. As a financial professional, you want to use LinkedIn to search for new prospects, and strengthen your relationship with current clients. So in a way, your LinkedIn profile is like a mini-resume. Your profile is successful if it helps prospects and clients have confidence in your abilities and want to engage your services.

The New York-based technology services company promoted Tim Gokey to chief operating officer and hired Stephen Racioppo, a former executive at Accenture, as its chief revenue officer.

Approximately 300 advisors affiliated with independent broker-dealer Symetra Investment Services, based in Bellevue, Wash., now have access to a Envestnet's online tools, including aggregated reporting capabilities.

Charles Schwab has launched the Schwab Advisor Center app for the iPad available for download. Advisors will now be able to access key client data such as balances, positions, and transactions from their iPads.

Times have changed, of course, and advisors and their clients interact with each other and with financial data in more dynamic ways. Clients have easy access to abundant consumer-oriented financial data and sophisticated investment analytical tools. They also expect their advisors to produce answers whenever they want them, no matter where the advisor might be at the time the question arises.

In the overheated atmosphere of Silicon Valley, investors need to hedge their bets.

Calendar

Several recent trade conferences show that advisory firms are seeking more from their technology vendors.