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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...

'Man in the browser' and other cybercriminals target the unaware

May 7, 2014

As the Securities and Exchange Commission increases its scrutiny of cybersecurity at advisory firms, experts are warning of growing threats from scammers who are exploiting both software and human weaknesses to attack adviser practices and client...

Don't let disruptive technology derail your business

May 7, 2014

Wealth managers sometimes think they're immune to disruptive technology — but they're not. That's the view of Scott D. Welch, co-founder and chief investment officer for Fortigent, the outsourced performance reporting and portfolio management...

Three reasons why advisers should go mobile

May 7, 2014

Maintaining a successful business as a registered investment adviser requires a more tightly woven combination of investment, business and client service expertise than in the past. This is partly driven by the explosion of new technology that...

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