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.
Advisor technology columnist Bill Winterberg's Best Tech for Advisors award winners simplify client deposits, streamline client risk assessment, and push the envelope on custody technology.
Our Technology Editor, Joel Bruckenstein , Reviews Three Books of Interest to Advisors
Use these tips to improve your client communications.
New tech tools and trends were on parade at TD Ameritrade's annual conference.
2006 was a great year of technology for advisors.
Our industry's next generation is more accomplished than you might think.
The Canon ScanFront 220P surpasses expectations.
As their office evolved, two advisors had to make decisions that countered their goals.