Day: July 27, 2022


Top Software Trends for Financial Advisors

The annual T3/Inside Information Technology Survey by industry experts Joel Bruckenstein and Bob Veres is likely the industry’s most comprehensive view of advisors’ use of software. This year’s software survey included responses by almost 4,500 advisors, representing small and large firms; fee-only, brokerage, and hybrid firms; advisors with various years of experience; and group-affiliated (FPA, NAPFA, XY Planning Network, AICPA, and so on) and nonaffiliated firms. In all, the software survey seemed to cover a good cross-section of advisors.

As opposed to focusing on the most popular software or the highest-ranked solutions, I appreciate this survey for the insights it provides on technology trends and opportunities. For example, I’m more interested in the growing adoption of particular types of software than what is the most widely used. I’m also more drawn to software that has higher satisfaction ratings even if it has a smaller market share. For an advisor, technology decisions must be made based on the needs of the firm, considering industry best practices (especially in areas easily observed by clients). So, with this perspective, let’s take at look at the 2022 survey!

CRM Software Is Number 1 for Advisors

The number-one type of software used, by almost 97% of respondents, is client relationship management, or CRM. This is up from about 92% in 2021. When used optimally, CRM can be the hub of an advisor’s business. More than just a database of clients, CRM holds documents, provides workflows and reminders, facilitates communications, documents meetings, and other key functionalities. Clearly, advisors understand the importance of CRM software. If you are an advisor among the 3% not using CRM, it’s time to get on board!

Surprisingly, the second-most-adopted software is not portfolio-management software. It is financial-planning software, used by more than 82% of advisors (up from about 79% in 2021).

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Technology Business

Liberty Global Selects CommScope as DOCSIS 4.0 Technology


CommScope (NASDAQ: COMM) announced today that it was selected by Liberty Global to develop and deploy a Remote MACPHY Device (RMD) Node platform for DOCSIS 4.0 (D4.0), accelerating Liberty Global’s progress towards 10G capabilities.

This press release features multimedia. View the full release here:

Liberty Global Selects CommScope as DOCSIS 4.0 Technology Partner (Photo: Business Wire)

This project marks the industry’s first D4.0 initiative in Europe and leverages CommScope’s DOCSIS leadership and end-to-end portfolio of solutions to deliver a new custom node and RMD platform specifically for Liberty Global. The RMD Node platform for D4.0 will simplify Liberty Global’s hybrid fiber-coaxial (HFC) network transformation to deliver multi-gigabit services—in turn providing its subscribers with seamless access to new high-bandwidth, low-latency services and enabling Liberty Global to ultimately achieve 10G capabilities on the HFC network cost-effectively.

“Our groundbreaking D4.0 project is an important step forward in our 10G vision for the future,” stated Colin Buechner, Managing Director and Chief Network Officer, Liberty Global. “We selected CommScope to extend the capabilities of our HFC network into the next decade, because of their proven leadership and expertise in DOCSIS and next-generation networks. Together, we are laying the path to tomorrow’s multi-gigabit services and providing our subscribers across Europe with the world’s most advanced and reliable services.”

“We are excited to partner with Liberty Global once again as we demonstrate our worldwide leadership in DOCSIS,” said Guy Sucharczuk, SVP and President, Access Network Solutions, CommScope. “Our long-standing partnership with Liberty Global uniquely positions us to deliver end-to-end D4.0 solutions specific to its HFC network. This is a showcase for the global transformation of HFC into tomorrow’s 10G networks, and we’re excited to deploy this technology in Europe and beyond.”

All product names, trademarks and registered trademarks are property of

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Computer Forensics

Veterans gain cybersecurity skills through FIU program

A Florida International University initiative is training hundreds of veterans in cybersecurity skills to boost their careers.

The Veterans and First Responders Training Initiative, supported by a grant from the National Security Agency, is a year-long cybersecurity curriculum taught by the Jack D. Gordon Institute for Public Policy, the College of Engineering and Computing (CEC)and the Global Forensic and Justice Center (GFJC) at FIU. Any veterans and first responders, even those with no technical experience, are welcome to apply.

“As long as you know how to turn on a computer, you can begin taking this program,” said Randy Pestana, assistant director of research and strategic initiatives at the Gordon Institute at the Steven J. Green School of International and Public Affairs and the initiative’s principal investigator.

There were more than 700,000 online job listings for cybersecurity-related positions in the U.S. from May 2021 through April 2022, according to Cyber Seek — a project supported by the National Initiative for Cybersecurity.

“At the end of the day, we want to put them into jobs,” said Alexander Perez-Pons, a professor in the Department of Electrical and Computer Engineering at CEC who teaches the program’s network forensics course.

FIU’s initiative is training veterans specifically in digital forensics, an increasingly important area of cybersecurity. Matthew Ruddell, who spent 15 years working for the Florida Department of Law Enforcement’s crime laboratory and is now an adjunct professor at CEC and a member of GFJC, compares the work of digital forensics to that of a crime scene analyst.

“Everyone understands what crime scene analysts do. They arrive at a scene, document it, take lots of photographs and search for artifacts. Digital forensics is kind of the same thing in the digital world,” Ruddell said. “Our job is to take digital evidence, rope it off so we

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New York Giants legacy branding will be nostalgia heaven for

The New York Giants revealed earlier this week that the team’s legacy uniforms would make a return in 2022. They will be worn against the Chicago Bears in Week 4 and the Washington Commanders in Week 13.

But the Giants didn’t stop there. In addition to the legacy uniforms, the team will also feature unique endzones and stadium branding during those games. That includes graphics and even the music that is to be played.

“We’re going to try to take you back in time,” chief commercial officer Pete Guelli told “The Giants Huddle” podcast. “Everything that’s done around those games is going to be thematically tied to that history. So, when you walk in the building and you see the end zones [painted like the ones in Super Bowl XXI], you’ll remember them. When you walk in and you see the graphics on the walls, you’ll understand what we’re doing. When you hear the music that’s being played, the video graphics that go up, and you see how we integrate alumni and the merchandise that we tie in and the giveaway that we’re doing at the games, which is a retro pennant, all that stuff is connected to that part of our history. If you’re a longtime Giants fan and you have fond memories of that window and those two Super Bowls, you’re going to want to be here.”

The path to this point began two long years ago. The Giants were methodical in their planning and approach, making sure that no detail — however minor — was left out.

One such detail will be the navy helmets with “GIANTS” logo and white facemask. And thanks to the NFL’s new two helmet rule, the Giants will even be able to use a modernized version of the old shell.

“They were

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