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How technology affects your firm's value

June 3, 2014

How much is your firm worth? For advisory firms considering a merger or acquisition, the answer to that question plays a large role in how advisers plan for the future of their businesses. One element that's often overlooked during M&A negotiations...

LPL upgrades retirement planning platform

June 3, 2014

LPL Financial this summer expects to take the wraps off upgrades to its newly launched online retirement planning platform, Worksite Financial Solutions, that will enable participants to access plan information through mobile devices. The company...

The power of incorporating social media into event planning

June 3, 2014

If you're using social media in your business, don't overlook the power of incorporating it into event planning and management. Using a structured social backchannel allows for real-time participation and engagement, not to mention encouraging...

Morningstar-HelloWallet deal ups the ante for financial wellness services

June 2, 2014

Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...

Online advisers target the best and brightest new hires

May 30, 2014

When online investment manager FutureAdvisor announced earlier this month it had raised $15.5 million in venture capital from Canvas Venture Fund, the startup said a large portion of that money would go toward new hires. And they aren't the...

Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

Morningstar in $52.5 million deal for online financial service HelloWallet

May 30, 2014

Morningstar Inc. announced Thursday it will acquire online financial wellness provider HelloWallet Holdings Inc. in a $52.5 million deal. Despite the price tag, the transaction will cost Morningstar $39 million because the independent investment...

Advisers' next evolution: Pairing with online platforms

May 30, 2014

Resigned to the fact that so-called “robo-advisers” are here to stay, many advisory firm executives are considering ways to partner with these firms or to incorporate the digital advice model into their own offerings. About 31% of registered...

Working remotely experiment over: Back home in San Diego

May 28, 2014

I arrived home from France the other night. It was a long day — literally — since I chased the sun all the way! Although I am very jet lagged, I’ve had time to evaluate the experiment. Was it really possible to work remotely for a month?...

How to avoid becoming extinct as technology disrupts wealth management

May 25, 2014

Historically, technology in the wealth management industry has been limited to offering investors online access to account balances, and perhaps to a client portal where they can obtain performance reports or read market commentary from an adviser....

Older investors turn to the web to manage assets

May 25, 2014

Young people are self-directed investors who use online technology to get financial advice. People over 50 are tech-illiterate old-timers who require face-to-face meetings with human advisers. Or so the myth goes. The reality is more complicated....

Curtis: Raymond James is fighting cybercriminals every day

May 20, 2014

Raymond James Financial Services Inc. is fending off daily attempts by hackers to steal client funds and otherwise break into the company's network. Every month the firm encounters 120,000 attempted malware infections, 6,000 phishing attempts,...

As e-communication channels proliferate, risk of Finra fines spikes

May 19, 2014

Advisory firms may be inadvertently creating an unceasing flow of revenue into Finra's coffers. E-messaging channels such as instant messaging, text/SMS messaging, Twitter, Facebook and LinkedIn have grown rapidly, but the proliferation of e-messaging...

Get more out of your press release (yes, press release) with video

May 19, 2014

Press releases may seem boring and old-fashioned — and really should have no place being discussed in a technology blog. But press releases play an important role in today's digital marketing strategy. In years past, press releases could be...

'Match.com' for advisers and clients expands to San Francisco

May 16, 2014

GuideVine, a technology startup that wants to connect advisers with consumers seeking financial advice, started operations on Thursday in San Francisco after a successful New York launch in March. A prominent feature of GuideVine is video introductions...

Social media is worth the time

May 14, 2014

Tired of relying solely on clients for referrals, but not sure how else to build your business? Internet-savvy advisers are increasingly kick-starting growth using social media. Three social media mavens convened Wednesday for an InvestmentNews...

Merrill Lynch launches technology-driven retirement tools

May 14, 2014

Merrill Lynch Wealth Management on Wednesday announced the launch of a technology-driven set of retirement tools to help advisers talk about goals-based financial planning with clients. Called Merrill Lynch Clear, the technology facilitates...

Three tech tricks for functioning smoothly overseas

May 12, 2014

We have completed our first full work week in Paris. Aside from a few technology glitches, the distance issue seems to be going okay. The main issue, it seems, is discipline on my part! (Here's where the story starts: Can an adviser work remotely...

Hearsay and Actiance top Forrester's social risk and compliance product list

May 9, 2014

As the market grows for social risk and compliance technology, platforms that track and archive online communications, Hearsay Social and Actiance top Forrester Research Inc.'s list of best product providers in an extensive study of the space....

Online brokerage Motif introduces flat fees for advisers

May 8, 2014

Online brokerage startup Motif Investing Inc. announced Thursday it is introducing flat-fee pricing on its trading and re-balancing platform for advisers, now that the platform has come out of beta. “We came into the adviser space faster than...

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