White Papers

white paper

« Back to White Papers

2013 Adviser Technology Study - Executive Summary

March 28, 2013


The 2013 arjuna-design Adviser Technology Study provides actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth. This research solves for a critical need for independent advisers, given how fragmented the independent adviser business can be and the absence of a comprehensive resource for assessing the best practices and procedures of peers.

download image


Share your research with the investment community and stand out as a thought-leader.
For more information on posting your research on our website, contact Mark Bruno at (212) 210-0116 or [email protected].

You may contact us to opt-out of the sharing of your personal information with third parties for marketing purposes at any time by sending an e-mail stating this preference and including your full name and e-mail address to [email protected] or, if you are a print subscriber, please call 1-888-288-6954.


Hi! Glad you're here and we hope you like all the great work we do here at arjuna-design. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting arjuna-design.com? It'll help us continue to serve you.

Yes, show me how to whitelist arjuna-design.com

Ad blocker detected. Please whitelist us or give premium a try.

Last News

credit card equifax vanguard gnma etf 1099r distribution code 2 fidelity investments fees franklin templeton income a highest yielding municipal bonds nevada 529 plan merill lynch edge franklin templeton mutual funds lipper categories cat 401k hewitt history of computer from abacus up to present conversion from traditional ira to roth ira bank of america roth ira review how do i know which tax bracket i am in unit investment trusts vs mutual funds doubleline total return fund fact sheet how much is a penny from 1942 worth average income for seniors on social security what is a secular bear market how to clean a 1943 steel penny what percent of social security is taxed vanguard total stock market admiral shares good harbor tactical equity income how much percentage should i put in 401k 529 college savings plan georgia wells fargo dealer services pay bill online lord abbett high yield are life insurance settlements taxable million dollar penny 1943 asset management graduate salary low expense mutual funds steel pennies 1943 value morgan stanley times square best td ameritrade etfs