Summary: Technology continues to be a pressing issue for advisors and the RIA custodians who serve them. Advisors face a host of challenges today. They face cybersecurity problems, complying with the DOL’s fiduciary rule and competition from robo-advisors. At the same time, they must improve their clients’ experience, improve their own efficiency, integrate technology into their business and scale for growth. Every single one of these issues is either directly or indirectly linked to technology.
 The competition among RIA custodians to provide superior technology to their advisors shows no indication of abating. Clearly, these firms believe that better technology is essential to keeping their firms, and the advisors they serve, competitive in an increasingly challenging environment."Joel Bruckenstein |
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