In a farewell report, MorningstarAdvisor.com technology columnist Bill Winterberg reflects on the advancements and evolutions in cloud-based and mobile technology, CRM, portfolio management, rebalancing software, and online advice over the last four years.
'Big data' will no longer be a fantasy for financial advisors after the introduction of cutting-edge tools.
For the RIA to be, Fidelity offers a useful suite of free tools.
A new tool can ease the pain of attracting new clients.
Lessons in investing from one of our most respected financial journalists.
Managed account outsourcing for independent planners.
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