Software
Considering Moving To The Cloud? You'll Get Practical Tips From Today's Webinar Session And Maybe Some Controversy
Chris Winn, CEO of AdvisorAssist, and Craig Brauff, CEO of Erado Message Control Systems, are two of the best experts I know on compliance technology systems. So I was surprised yesterday to hear their differing approaches on selecting a cloud-based IT system, the subject of today's A4A webinar at 4 ET.
Just When You Were Thinking Of Dropping Microsoft For Apple, Windows 8 Is Favorably Reviewed Versus Apple iOSs Mountain Lion
Apple has kicked Microsoft's butt in recent years. While Microsoft has not suffered major losses of enterprise clients among big corporations, small business owners -- including many advisiory firms -- have lost patience and switched from Windows to Apple computers because it is such elegant, well-designed software. But just when you were ready to give up hope, Windows 8 reveiws are showing up that offer more than a glimmer of hope.
IBM's Supercomputer Makes A Big Splash In Banking, Leading Advisors To Ponder What They Can Do That Machines Can't
Friends in the portfolio management space keep forwarding me the story on how IBM's Jeopardy-winning supercomputer Watson is coming to Wall Street to perform certain types of service.
Wealthfront Launches Free Tool To Simulate Stock Sale Strategies For Tech Executives
Wealthfront, a startup intent on replacing financial advisors with its wealth management software, just released a tool that enables employees receiving stock as compensation simulate different the sales of their stock.
Online Scheduling Apps Are Going Mainstream And Coming To Be Used By Consumers
Looks like online scheduling apps are starting to make inroads with consumers, at least if you look at what's happening in the medical profession. That has implications for advisors.
Since the medical profession spends relatively heavily on technology compared to other professions, tech trends for doctors' offices are a good indicator of what's ahead for private wealth advisory firms in a few years.
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