What do advisors expect from their broker/dealers when it comes to keeping up with trends in financial advisor technology? And how do broker/dealers deliver the tools and resources their advisors are asking for?

From cybersecurity to system integration, here I'll discuss some of the prominent trends that will continue to play a significant role for financial advisors in the years ahead—with a focus on how we meet (and exceed!) expectations here at Commonwealth.

When I was a bit younger, I had to compose some documents for my military company. In the flight operations area, we had a new-fangled “personal computer” that had piqued my curiosity, so I decided to give it a try. I thought: “I have a degree in engineering. I fly attack helicopters. How hard can it be to use this TV with a keyboard?”

The role of information technology (IT) organizations has evolved significantly over the last 30 years. In the early days, it was just about the bits and the bytes, the boxes that performed black magic, and technical engineering. But, over time, as technology played a larger and more impactful role in the success of businesses, a realization took shape.