Best of Blogs: Technology

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, December 30th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts
 

How Wealthy Families are Using Text Messaging and Portals to Communicate
By Cynthia Stephens, VP of Marketing, ByAllAccounts

How many of us regularly send text messages?  We are all active users of mobile devices including iPads, other tablets and Smartphones.  Our clients are too.  In fact it is common for people to use more than one device for an activity (i.e., multi-screens) such as checking a bank balance on a Smartphone and then switching to a larger-screen tablet to make a transfer between accounts. 
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 Raef Lee, Managing Director, SEI Advisor Network

5 Ways Robo-advisors Will Change the Way Advisors Work
By Raef Lee, Managing Director, SEI Advisor Network

Even the name robo-advisor is derisive. It creates an image of uncaring, lack of humanity and inflexibility. It is the term that is now being broadly used by advisors to describe the new breed of technical startups (upstarts) that directly connect a technical-savvy investor with a suite of analytic tools that allow them to create their own financial plan or investment portfolio. A name this disparaging shows that advisors have some fear of this new model of financial advice.
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 Sheryl Rowling, CEO, Total Rebalance Expert

The surprising hidden value of automation
By Sheryl Rowling, CEO, Total Rebalance Expert

 Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation. In fact, these hidden savings may very well outweigh the obvious benefits.
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