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Kelley","/author/donald-h-kelley","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3654341cfa605f2f/6724b9979a89be18031bde72/dhipic2.jpg","role","Attorney","Introducing Adobe Acrobat","/advisor-support-platforms/introducing-adobe-acrobat","linkAttrs",{},"Jun 12, 2006","You may create PDF files for convenient document delivery and collaborative drafting, with Adobe Acrobat. 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Pozen","/author/robert-c-pozen","A Social Security Plan for All","/financial-cybersecurity/a-social-security-plan-for-all",{},"Feb 9, 2005",{"_776":32,"_777":860},[],{"_183":184,"_163":862,"_185":863,"_169":869,"_171":869,"_174":870,"_768":871,"_176":177,"_178":872,"_180":177,"_172":873,"_772":177,"_195":773,"_181":358,"_182":359,"_193":194,"_774":874,"_779":780},{"_165":177,"_167":177},[864],{"_54":865,"_189":866,"_191":867,"_764":868},"David A. 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That changed in 1996 when he jumped--without many clients--from manager of a bank brokerage to a traditional brokerage. \"I set a goal of achieving $1 million in production in five years,\" says Jones of Dain Rauscher in Austin, Texas. \"To do it, I knew I needed to invest",{"_776":32,"_777":1011},[],{"_183":184,"_163":1013,"_185":1014,"_169":1015,"_171":1015,"_174":1016,"_768":1017,"_176":177,"_178":1018,"_180":177,"_172":1019,"_772":177,"_195":773,"_181":358,"_182":359,"_193":194,"_774":1020,"_779":780},{"_165":177,"_167":177},[],"Technology Will Increase Broker Productivity","/financial-technology/technology-will-increase-broker-productivity",{},"Mar 1, 1999","Instead of servicing hundreds of accounts, brokers who embrace technology will soon be servicing thousands--a shift that could drastically reduce the broker workforce, and dramatically reduce costs for firms, said several speakers at the Securities Industry Associations Internet Update Conference, held at the New York Hilton Jan. 20 and 21.One of the key findings of our research is that the Internet",{"_776":32,"_777":1021},[],{"_183":184,"_163":1023,"_185":1024,"_169":1025,"_171":1025,"_174":1026,"_768":1027,"_176":177,"_178":1028,"_180":177,"_172":1029,"_772":177,"_195":773,"_181":358,"_182":359,"_193":194,"_774":1030,"_779":780},{"_165":177,"_167":177},[],"Jones Reps Paying More for New Technology","/financial-technology/jones-reps-paying-more-for-new-technology",{},"Aug 1, 1998","With the phase-in of its new computer system within the past two years, Edward Jones has increased the monthly cost of technology for reps to $1,300 from $900, Jones reps report. An additional $1,000 monthly cost is absorbed by the firm, according to a presentation given to reps by the firm.Some Jones reps are griping about the increase. 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and retirement plan advisors conducted by Wealth Management IQ, Informa and Marsh McLennan Agency, explored the reasons for the convergence and how each business model views the challenges and opportunities that lie ahead.",{"_88":1128,"_1129":1155,"_1114":1156},{"_1131":1132},[1157],{"_88":1147,"_1147":1158},"This report explores the findings of the research and provides insights that can give advisors in either camp a competitive edge as the market evolves.",{"_88":1128,"_1129":1160,"_1114":1161},{"_1131":1132},[1162],{"_88":1147,"_1147":1163},"The report will touch on:",{"_88":1165,"_1114":1166},"bulletList",[1167,1175,1182,1189],{"_88":1168,"_1114":1169},"listItem",[1170],{"_88":1128,"_1129":1171,"_1114":1172},{"_1131":1132},[1173],{"_88":1147,"_1147":1174},"How volatility, technology, demographics and retirement income are creating new opportunities in wealth and 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",{"_88":1128,"_1129":1202,"_1114":1203},{"_1131":1132},[1204],{"_88":1147,"_1147":1205}," ","Why convergence is coming and what it means.","body","callToAction",{"_1147":1210,"_56":1211},"Read more","/financial-planning/wealth-managers-and-rpa-advisors",{},"#","2023-02-02T23:36:00.000Z",{"_776":32,"_777":1216},[],{"_88":1218,"_1036":1219},"module_link_list",{"_1220":1221,"_1222":403,"_1223":1224,"_1225":177,"_1226":1227,"_527":32,"_1232":1233},"listOption","Dynamic","listTitle","icon","ChalkBoard","externalFeed","ctaButton",{"_1228":1229,"_1230":1231},"ctaButtonLink","/wealth-management-webinars ","ctaButtonText","View more","articles",[1234,1240,1242,1249],{"_183":258,"_112":302,"_56":303,"_1235":32,"_1236":306,"_1237":1238,"_1239":304,"_180":256},"isExternalLink","readTime","publishedDate","2025-02-26T22:06:21.000Z","eventDate",{"_183":258,"_112":251,"_56":253,"_1235":32,"_1236":260,"_1237":1241,"_1239":255,"_180":256},"2025-02-25T18:04:00.000Z",{"_183":258,"_112":1243,"_56":1244,"_1235":32,"_1236":1245,"_1237":1246,"_1239":1247,"_180":1248},"WealthManagement.com Industry Awards 2025: Top Tips for Submitting a Winning Nomination","/wealth-management-industry-awards/wealthmanagement-com-industry-awards-2025-top-tips-for-submitting-a-winning-nomination",45,"2025-02-20T18:14:00.000Z","Feb 20, 2025","1:00 pm EST",{"_183":258,"_112":1250,"_56":1251,"_1235":32,"_1236":1252,"_1237":1253,"_1239":1254,"_180":1255},"2025 Compliance Outlook: Essential Strategies for Financial Advisors","/business-planning/2025-compliance-outlook-essential-strategies-for-financial-advisors",61,"2025-01-16T23:07:00.000Z","Jan 16, 2025","11:07 pm UTC",{"_88":1257,"_1036":1258},"module_event_promo",{"_112":1259,"_1260":1261,"_1262":177,"_1263":177,"_1264":24,"_1265":1266,"_1267":1268,"_178":1269,"_107":1270,"_1271":1272,"_1273":1274},"RSB - Event promo","logoPosition","Left","backgroundImage","backgroundColor","isConstrained","logoSrc","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/bltc8c483ee7577fd5f/679402f9101c3644d1914ad5/RIA-Nashville-Black.png","logoAlt","RIA Edge Nashville","Apr 1 - Apr 2, 2025","Learn from top leaders tackling growth, pay, and personnel challenges daily.","btnCTAText","Learn More","btnCTALink","https://informaconnect.com/ria-edge-nashville/",{"_88":1276,"_1036":1277},"module_publication_promo",{"_112":1278,"_1092":1279,"_1280":1281,"_1282":1261,"_1230":1283,"_1284":1285,"_1291":1292},"Trusts & Estates Magazine","blt529eec50cacc25f9","promoLabel","Latest Digital Edition","textPosition","Read More","promoPublication",{"_112":1286,"_1121":1287,"_524":1288,"_514":1289,"_56":1290},"Trusts & Estates: February 2025 Digital Edition","Feature on Ultra-High-Net-Worth Families & Family Offices","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt72b1d763b36e1e90/6797d47edd317102c0dec516/TECoverFeb2025.png","Trusts Estates February 2025","/publications/trusts---estates/trusts-estates-february-2025-digital-edition","relatedContent",[],"metadata",{"_1092":1295,"_1296":1297},"blt079c5b6f40d95eec","aid","267481","schema",[1300],{"_1301":1302,"_1303":1304,"_1305":1306},"@context","https://schema.org","@type","BreadcrumbList","itemListElement",[1307,1311],{"_1303":1308,"_1309":194,"_54":747,"_1310":10},"ListItem","position","item",{"_1303":1308,"_1309":213,"_54":358,"_1310":1312},"https://www.wealthmanagement.com/financial-technology","seo",{"_1315":6,"_1316":1317,"_1318":1319,"_1320":32,"_1321":1322,"_13":14},"canonicalUrl","metaDescription","Explore the latest news and expert commentary on WealthTech, brought to you by the editors of WealthManagement.com","metaTitle","WealthTech recent news | WealthManagement.com","noIndex","imageUrl","https://www.wealthmanagement.com/assets/wealthmanagement-DDNDrftq.ico","topic","pageName","weatherWidgetConfig","actionData","errors"]

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