Displaying 4489 results
Docupace makes move to buy back stake from RCS Capital
Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt.
Advisers: Quit talking to and about each other on social media
Use it to offer information and build relationships with consumers who might become clients.
Morgan Stanley data breach focus shifts to hackers from adviser
U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.
Envestnet completes first stage of Finance Logix integration
The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.
Winklevoss twins call on advisers to get on bitcoin bandwagon but they’re not budging
Lack of understanding, performance history and steep headline risk are all reasons keeping investors on the sidelines.
Newest robo-adviser targets female investors
The just-launched automated investment platform was created for women skeptical of the financial services industry.
Why financial advisers shouldn’t ignore millennials
They're young, they're sharp and they present a huge opportunity for advisers.
Stubborn software vendors buck integration trend, for now
Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.
New financial planning software tries to win market share in a crowded field
Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.
Financial planning software startup closes its doors
Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
Many advisers are moving on from Apple to adopt another tablet brand
Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.
Big-name advisers jump into data aggregation arena to back Quovo
Ron Carson, Steve Lockshin and Marty Bicknell among those investing as the personal financial information market heats up.
Why you need a project plan when bringing on new technology
Whether big or small, tech adoption or upgrades should be approached with a project management strategy.
How to up your video game
Whether on camera or including graphics, videos are a way to connect with clients.
Advisers can demonstrate value proposition with downside protection to calm investors’ volatility fears
Risk-protection strategies are proving to be popular for advisers to recommend to their skittish clients, but haven't gained traction among the majority of robos
Edmond Walters, founder and CEO of eMoney Advisor, steps down
Edmond Walters, founder and CEO of the financial planning software firm, has resigned effective immediately, months after the firm was acquired by Fidelity, which said the firm's operations will continue without interruption.
How advisers can benefit as the cost of private-equity investing is driven down
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Fidelity’s Durbin to eMoney clients: Nothing is changing
Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
Orion, Advizr integration ramps up competition among financial-planning software providers
As robos become more commonplace, sophisticated tech can set advisers apart.
Integration is the next big thing
Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.
