Fidelity

Just released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as many online capabilities as their peers, were outpacing them on many fronts, underscoring the importance for advisors to either embrace technology or risk being left behind.

In this Fidelity eAdvisor infographic you will quickly see how some advisors leverage technology to help spur outsized productivity and growth.

Technology Solutions Providers to “Reveal All” at Financial Industry Event

Financial industry leaders Joel Bruckenstein and David Drucker say that financial advisors attending the tenth annual T3 Technology Conference for financial advisory firms are in for an earful – and an eyeful – while at the Hilton Anatole in Dallas, February 12-14, 2015. Designed to bring together independent financial advisors and company decision-makers with the creators of the industry’s most innovative technology solutions, this annual industry gathering has become the place to learn about and do research on the best marketing, productivity and workflow solutions available.

A T3 Special Report by Joel Bruckenstein

Now that the long rumored purchase of eMoney by Fidelity is official, we are already seeing wild speculation across social media about what this acquisition means for advisors and the competitive landscape. That being the case, we thought it timely to add our own perspective for subscribers as well as other interested parties.

XTRAC Available on Salesforce1 AppExchange, The World’s Leading Business Apps Marketplace

Client-facing employees in highly regulated companies around the world now have access to business processing services that were once the sole purview of their operations and technology teams. XTRAC® Solutions, the independently operated Fidelity Investments® company that provides workflow and document management services, has been integrated with the Salesforce1 Customer Platform to streamline day-to-day operations for highly regulated companies and arm employees with the information they need to better serve their clients.

Studyi Finds One-Third of Investors Would Switch Their Advisors if They Were Not Using Technology to Enhance Their Services

Global Financial Private Capital is Latest Financial Services Firm to Choose XTRAC

Record numbers of professionals in the financial services industry are using the advanced business processing technology that has run much of the operations and infrastructure at Fidelity Investments® for the past 20 years.

The 2013 Fidelity RIA Benchmarking Study Reveals Smart Technology Adoption Contributing to High-Performing Firms’ Success

Fidelity Institutional Wealth Services®ⁱ, a leading custodian for registered investment advisor (RIA) firms, today released findings from The 2013 Fidelity RIA Benchmarking Studyⁱⁱ, which found “High-Performing Firmsⁱⁱⁱ” are seeing 1.5x the growth, 1.3x the profitability and 1.5x the productivity of “All Other Eligible Firms^iv.” The study explored the factors contributing to High-Performing Firms’ success, and found that while focusing on a range of areas was important, these firms also have in common a focus on smart technology adoption.