Summary: In the advisor technology sphere, it used to be enough to look for evidence of change. What’s different now is the velocity of the action.From robo advisor technology to real-world tools that build on mobile platforms, and from risk assessment to financial planning software, changes are taking place that will shape the industry for years to come
 As technology advances rapidly, scale will become an issue, and many advisors will rely heavily on their custodian or B-D for help. This year’s results suggest that these firms have been up to the challenge in 2014, and there is every indication that they will continue to be in the year ahead."Joel Bruckenstein, a Financial Planning columnist and co-creator of the Technology Tools for Today conference.
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