What's Next for Technology

Bruckenstein, Joel P.
October 2010
Financial Planning;Oct2010, Vol. 40 Issue 10, p90
The article discusses technology trends that could have an immediate impact on financial advisors in the U.S. in October 2010. It says that three major trends could affect financial planning right away, namely virtualization, software improvements and platform enhancements from TD Ameritrade and Fidelity. The author adds that three famous software providers have launched better software, which include the PortfolioCenter 5.0 from Schwab Performance Technologies (SPT). The rising number of firms migrating to Fidelity's WealthCentral is also discussed.


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