“With advisors’ business models constantly evolving, the pressure on independent broker-dealers to continually enhance their technology platforms has never been more intense.
From portfolio management to client relationships, advisors are demanding that competitive brokerage firms up their tech games.”
The article below by Joel Bruckenstein for Financial Advisor Magazine looks at how each of five broker-dealers are trying to satisfy those demands and then offers a pretty good summary of today’s trends in technology demands within the industry: