Review many of our interactions with the media – both mentions and our team being cited in discussions around technology in financial services.
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May 17, 2016
In The Benefits of Customizing Client Statements
, Neal Quon, co-founder and CEO of financial technology consultants QuonWarrene in Orange, California, says that many commercial portfolio management and reporting programs provide modern portfolio theory statistics. But based on his observations of advisers’ practices, typically only a small subset of clients — often those with technical or scientific backgrounds — express interest in detailed performance and risk analytics.
April 8, 2016
According to Ali Malito’s article, In wake of DOL fiduciary rule changes, technology can solve problem of small accounts, tools for bulk, or batch, processes, which handle a task across numerous portfolios at one time, are an effective way to manage a large volume of accounts that don’t need too much attention. This can make rebalancing easier and allow advisers to create letters to send to clients about market shifts or relevant news, said Neal Quon, co-founder of QuonWarrene, a technology consulting firm for the financial services industry.
March 30, 2016
“Focusing on integrations with various technology providers is easier than updating and maintaining a proprietary version of Salesforce, said Neal Quon, co-founder of QuonWarrene, a technology consulting firm for the financial services industry,” says Neal Quon, co-founder and CEO of QuonWarrene in this article by Alessandra Malito, Charles Schwab to cut its version of Salesforce in July.
March 28, 2016
Contributing Editor, Joyce Hanson, quotes Neal Quon, co-founder and CEO of QuonWarrene, in her article, Wall Street’s Alliance Against Hackers for ThinkAdvisor. “It’s not just about the hardware or software anymore. It’s also about behavior,” said Quon, who noted that the massive Target data breach in 2013 happened when hackers stole a third-party vendor’s password to Target’s data network.
March 13, 2016
Journalist Alessandra Malieo quotes Neal Quon, co-founder and CEO of QuonWarrene in her article, In Advisers must brace for DOL fiduciary by ramping up technology plans, as saying “The thing with technology, if used properly, is an adviser can very easily defend recommendations and strategies if they ever come into question.”
February 23, 2016
In FinMason Offers Advice for Masses, Advertising for Advisors, journalist Chris Robbins writes that Neal Quon, co-founder and CEO of QuonWarrene, says FinMason is likely to deliver on its primary goal: to create more educated investors. “If an investor is approaching a site like FinMason, it’s usually driven by a desire for more advice,” Quon says. “Even do-it-yourself investors may be interested in one of the model portfolios or receiving additional advice. For more sophisticated investors, however, this is too simple, you can’t calculate an individual’s risk tolerance with two to five questions.”
February 19, 2016
Neal Quon, CEO co-founder of tech consultant QuonWarrene, comments that women are woefully underserved by the financial services industry in this article by Chris Robbins, Do Women Need Their Own Robo-Advisor? “I’m a fan of robo-style options, they’re a good way for someone new to investing and saving to dip their toe in the water. If investors of any type need help making smart decisions, we should be trying to provide them that assistance in any way they can receive it.”
February 1, 2016
In 20 Ways to Secure Client Data – And Stop Cyber Threats, Nicole Coulter quotes Neal Quon, co-founder and CEO of QuonWarrene on some of the best ways to keep client data safe. “Your biggest threat to cyber security is about behavior is about more than hardware or software,” said Quon.
February 1, 2016
Ryan Neal reports on upcoming advisor conference in TD National LINC Heads to Orlando, where Neal Quon, co-founder and CEO of QuonWarrene will be on hand in the Business Consulting Lounge to show advisors how to leverage technology to improve practice management and take advantage of opportunities in the retirement plan market.
February 1, 2016
The financial technology consultants at QuonWarrene are on a mission to educate independent advisors and broker/dealers on fintech solutions in QuonWarrene Provides Technology Insights to the Financial Advisor Community. Dubbed “fee-only tech consultants” because they are only paid by their clients for the advice and insights they provide (never by the tech companies themselves), the firm has been on the road, on the phone, and on the web with one big rallying cry: productivity and protection.
January 29, 2016
In QuonWarrene Puts RetireUp in FinTech Spotlight, financial technology consultancy QuonWarrene announced they will feature RetireUp’s “elegant retirement planning solution” for financial advisors and their clients as a part of the Financial Tech Spotlight Webinar series. RetireUp VP Michael Roth will serve as lead presenter on February 2 at 4pm EDT.
January 8, 2016
If you rely on a smartphone or tablet, you’re making a big mistake not using a secure password, which includes multi-factor authentication, to protect your online accounts. Imagine leaving your phone or tablet in a taxi. Think what might happen to your client account data if identity thieves suddenly had access to your email. “Advisors make this mistake because they think secure passwords are inconvenient,” says Neal Quon, of QuonWarrene, a technology consulting firm specializing in the financial services industry in journalist Nicole Coulter of RIA Central in Advisor Blunders: Are You Making These Mistakes?
January 5, 2016
In RCAP evaluating Docupace’s role amid bankruptcy filing, the main question isn’t if Docupace will dissolve, but where will it find a new home. Neal Quon, co-founder of QuonWarrene, a technology consulting firm for the financial services industry, said the system is too popular to be wound down. “I don’t think Docupace is going away,” Mr. Quon said. “It is being used too heavily.”
December 18, 2015
You have to consider the culture of how you operate your business and manage your staff before you make significant technology changes. Understanding how you work and interact with your business technology today, good or bad, will ensure you understand the impact of the changes you are planning, writes Neal Quon, CEO of QuonWarrene in his blog, 4 ways to successfully prepare your firm for big tech changes.
December 13, 2015
In the 30 ways in 30 days series in Financial Planning Magazine, Bruce Fraser quotes Neal Quon, CEO of QuonWarrene for Technology to Help Tame the Complexities of Risk, saying, “Risk is not limited just to a client’s portfolio. Taking the steps to understand a client’s risk tolerance in the context of their specific situation is critical not only at the outset of an advisor-client relationship but at ongoing regular intervals as well.”
December 2, 2015
Journalist Alex Padalka reports in Advisors: Tech Is Good, but Please Take Your Time.
It’s essential that the software is indeed what the firm needs, and selecting the right program should be done in much the same way advisors make selections for a client’s portfolio, Neal Quon, head of the financial-technology consultancy QuonWarrene tells Reuters.
December 1, 2015
Financial technology consultancy QuonWarrene CEO Neal Quon tells Reuters that the first step in a well-thought-out and smooth implementation of a new financial technology product is making sure the software fits the firm, according to journalist Anna Prior’s column, Wealth Adviser Daily Briefing: Talking With Clients About Your Fees, as reported in the Wall Street Journal.
December 1, 2015
In Alessandra Malito’s piece, Microsoft Dynamics CRM program gets a face lift, Neal Quon, co-founder of QuonWarrene, a technology consulting firm for the financial services industry was quoted, “Microsoft Dynamics is an amazing tool. That being said, its place in the adviser market is still a little bit cloudy.”
November 27, 2015
Advisers should think about choosing financial technology as they would a client’s portfolio, said Neal Quon, co-founder and CEO of QuonWarrene, in Hilary Johnson’s article, Advisers need a plan before rolling out tech tools. “When a client comes to you and asks, ‘Should I buy Google?’ the answer is, ‘It depends.’ ‘Does it line up with your long-term investment objectives?’”
October 15, 2015
Neal Quon, CEO of QuonWarrene is quoted in Morningstar Planning to Expand Robo-like Toolkit for FAs in 2016 as saying “Even as recently as two years ago, Morningstar was looking to offer umbrella types of solutions that could be the be-all and end-all for advisors. Now we’re seeing them change their strategy to evolve into less of a closed system and more of a best-of-breed service provider.”
October 8, 2015
Raef Lee of SEI Advisor Network interviews Blane Warrene, Co-Founder and Board of Directors for QuonWarrene in Getting Ready (Really) for CRM in Your Practice . “It is essential to cultivate a mindset and properly set expectations in your business for what it means to have and successfully leverage CRM. The CRM you implement should serve as the center of the universe in your practice technology. If it is not in CRM, it does not exist,” says Warrene.
September 17, 2015
Regarding why some vendors might be slower than others in pursuing integration “is related to them thinking strategically about where they fit,” said Neal Quon, co-founder of QuonWarrene, a financial technology consulting firm, in Alessandra Malito’s article, Stubborn software vendors buck integration trend, for now.
September 1, 2015
Neal Quon, co-founder of QuonWarrene, a technology consulting firm for the financial services industry, said data-aggregation initiatives have been met with challenges in the past, due in part to the fact that the process was never seamless and there was a lack of data standardization enabling data to flow smoothly across a firm. All the data in the world is of no use if advisers can’t access the information and use it easily, said Quon in
Big-name advisers jump into data aggregation arena to back Quovo.
August 26, 2015
Even with the launch of its wealth-industry platform, Salesforce faces major challenges from the industry-specific providers, as users assess its ability to provide true integration — including support for financial-planning and portfolio-construction modules, according to Blane Warrene, of financial-technology-consulting firm QuonWarrene in Salesforce Wants in on Financial-Advisor Business.
August 25, 2015
In Alessandra Malito’s piece, Salesforce seeks to disrupt adviser-facing CRM market with launch of wealth management portal, Blane Warrene, co-founder of QuonWarrene said an industry-specific CRM system by Salesforce would add a competitive edge to the CRM market, especially since the product would be targeted at bigger advisory firms and custodians.
August 12, 2015
Neal Quon, co-founder of the financial adviser technology consultancy QuonWarrene, said that advisers are demanding digital financial-planning tools to reach a wider audience in Alessandra Malito’s piece, Orion, Advizr integration ramps up competition among financial-planning software providers.
July 30, 2015
In Leslie Kramer’s article on CNBC.com, Do you have life-after-death digital archives?, Blane Warrene shared that, in his personal experience, dealing head-on with the subject of a client’s death will avoid more problems than the difficult conversation creates.
July 27, 2015
Co-founder Blane Warrene quoted as saying, “At a very high level, every legacy company in the financial services industry is finding ways to automate,” in Alessandra Malito’s piece, LPL sets lofty goal for more automated operations processes.
July 6, 2015
Blane Warrene’s tweeting is mentioned in Pat Allen’s column in RIABiz, Pat Allen catches what Morningstar did right in expanding its conference content to Twitter, LinkedIn, which includes a photo of Blane and Neal Quon with Marie Swift in the Social Media Center.
June 17, 2015
Advisers have heard this many times before, but it bears repeating: If they want their businesses to survive the continued potential threat robo-advisers represent, then they’re going to have to offer their own automated advice platforms. Although there are many ways in which advisers can do this, pricing is perhaps the most important consideration of them all, especially with giants like Schwab and Vanguard entering the fray and contributing to fee compression. In How much should advisers charge for a brand-new robo offering? Blane Warrene of QuonWarrene weighs in on the topic.
June 17, 2015
The Morningstar Investment Conference enters its 27th year as one of the investment industry’s most respected annual events. This year’s conference will feature investment insights and analysis from top mutual fund managers and industry leaders. Participants will have the opportunity to engage with the speakers through keynote presentations, breakout sessions, round-table discussions and exhibit hall interaction — including the Digital and Social Media Center being staffed by communications and technology experts from QuonWarrene and Impact Communications.
June 10, 2015
The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn’t a reality at most advisory firms. Not yet, at least. In The trouble with tech integration for advisers, vendors, Alessandra Malito interviews tech expert, Neal Quon of QuonWarrene, for his perspective.
June 7, 2015
In More advisers are embracing the virtual world, journalist Liz Skinner writes about the increased reliance on video conferencing and other tools to say in touch with clients. Blane Warrene of QuonWarrene suggests caution when selecting information security and high-end equipment and software.
June 4, 2015
Pershing has launched a new robo-adviser with Marstone, a newly-minted online investment and financial-planning technology platform for advisers to use with their clients. Journalist Alessandra Malito seeks out Blane Warrene’s insight in Pershing taps Marstone partnership to debut first adviser-focused robo.
May 21, 2015
Amid rampant speculation about a possible sale of Salesforce, advisers that rely on the company’s popular customer relationship management software are bracing for upheaval. Blane Warrene of QuonWarrene provides his perspective in What’s at stake for advisers if Salesforce is bought out?
May 5, 2015
Advisers are using cloud-based services more often in their practices, and need to take special precautions against client-data leaks and hacks. California-based consultant Neal Quon recommends that advisers shouldn’t rely on a service’s built-in security. Read more in Wealth Adviser: The Wealthy Can’t See Beyond One Generation.
May 4, 2015
Regulators are urging advisors to get proactive about managing cyber risk. Last week, the SEC came out with new guidelines aimed at coaxing firms to set strict digital-security policies now rather than responding to hacks after the fact. Read technology consultant, Neal Quon’s, recommendations in Evasive Action for Cyber Attacks in the Cloud.
April 30, 2015
Neal Quon, Co-Founder of QuonWarrene, a technology consulting firm for the financial services industry, writes an article for TechTalk, outlining three steps advisors can take to ensure they take a big enough pause for due diligence before getting caught making a potentially costly mistake with new technology.
3 due diligence steps advisers should take to avoid costly technology mistakes
April 22, 2015
Financial technology consultants Neal Quon and Blane Warrene are on a mission to educate advisors and broker/dealers on cybersecurity risk. Dubbed “fee-only tech consultants” because they are only paid by their clients for the advice and insights they provide (never by the tech companies themselves), the duo has been on the road, on the phone, and on the web with one big rallying cry: productivity and protection. Read more in QuonWarrene on a Mission to Educate Advisors and Broker/Dealers on Cybersecurity Risk.
April 17, 2015
Financial-savvy and technology enthusiasts should get excited over the arrival of the Apple Inc. Watch product as it could make their financial management life a bit easier. Read more in Make Money On Your Apple Watch.
April 13, 2015
According to journalist Alessandra Malito of Investment News, financial services companies are scrambling to be part of the much-ballyhooed event with Apple set to release its new watch on April 24. “It’s extraordinary and fun to see the industry target a new product release,” Blane Warrene, co-founder of QuonWarrene, a financial service technology consulting firm, said. “Usually it plays the wait-and-see approach. So, it’s extraordinary to see the industry move so fast.” Read more in Financial services apps for Apple Watch.
March 27, 2015
Blane Warrene, a technology and cybersecurity expert and co-founder of consulting firm QuonWarrene, did his best to scare attendees of the TechLeaders Conference in Dallas on Tuesday into proactive measures to secure themselves, their businesses and—perhaps most importantly—their clients in Scared Straight: Simple Cybersecurity Measure to Protect Your Firm.
March 26, 2015
In How To Mediate Cyber Risks When Online, Blane Warrene, co-founder of QuonWarrene, addressed these concerns about privacy and security for the socially engaged financial advisor at the TD Ameritrade Institutional LINC conference in San Diego.
February 17, 2015
Co-Founder of financial technology consultant, QuonWarrene, Neal Quon, is quoted by journalist, Joyce Hanson, in Advisors Mobilize for More Cybersecurity Threats. “Especially this year, when the SEC and FINRA released their guidelines, cybersecurity has been a heightened area of conversation.” In regard to cybersecurity readiness, Quon notes that, “There’s a lack of a standard. It’s the minimum of what you can do today to respond to a threat. You have to be nimble to respond to every evolving threat.”
February 11, 2015
In her piece on the T3 Conference, Marie Swift recommends that advisors call on Co-Founders Neal Quon and Blane Warrene of QuonWarrene for guidance if they’re overwhelmed by technology choices in 3 Big Technology Insights for Advisors Heading into T3 Conference
February 4, 2015
In Password managers are a powerful tool in the fight to fend off cyber crooks QuonWarrene Co-Founder, Blane Warrene, writes that as advisers renew their focus on cybersecurity, one important area not to overlook are passwords. While choosing the right technology is an important component of reinforcing our security when online, so is correcting some of our bad habits.
February 4, 2015
Co-Founder Neal Quon is featured as a guest blogger on “Meditations on the Way to the Cloud” in the piece, 3 citizen-blogger attendees at TD Ameritrade National LINC offer their ground-level views.
February 2, 2015
QuonWarrene’s Co-Founder Blane Warrene is interviewed in this 1:39 minute-long video: The biggest mistakes advisers make with their technology.
January 22, 2015
Neal Quon of QuonWarrene says that it’s easy to secure your data with reasonably-priced or even free password managers in journalist, Nicole Coulter’s piece, Advisor Blunders: Are You Making These Mistakes?
January 15, 2015
In 5 Best Practices for Smart Financial Advisors in 2015, Blane Warrene and Neal Quon, Co-Founders of QuonWarrene, promote the practice of always protecting confidential data, especially in public places when using Wi-Fi.