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Sharing on social media: How to do it right every time

November 1, 2017

Everyone knows one of those people. Someone who knows the entire story before everyone else and isn't shy about sharing those opinions on social media. They're almost always wrong. Whether it's something that's at first shocking but eventually...

Fintech firms to use dark web to improve cybersecurity for advisers

October 31, 2017

The financial services industry has found its way onto the dark web. Just don't call it the dark web. "We're the new internet, which is like a layer on top of the internet," said Aaron Spradlin, co-founder and chief executive of CleverDome,...

George Papadopoulos, financial planner, confused with key figure in Trump probe on social media

October 30, 2017

Many investment advisers dream of increasing their recognition and following on social media — but not the way it happened Monday to George Papadopoulos. Mr. Papadopoulos, a financial planner in Novi, Mich., was mistaken for George Papadopoulos,...

Most popular adviser software by category

October 27, 2017

Here are the top software choices that advisory firms are buying when it comes to account aggregation, compliance, CRMs, financial planning, portfolio management, rebalancing and risk management. Source: InvestmentNews 2017 Adviser Technology Study.

Hearsay acquires Mast Mobile ​

October 23, 2017

Hearsay Systems, the New York-based maker of Advisor Cloud communications solutions, has acquired the technology and intellectual property assets of Mast Mobile, a New York-based company whose software integrates mobile communications with CRM...

Top 5 ways comprehensive technology boosts client engagement

October 19, 2017

For decades, financial advisers built relationships with clients through fairly traditional means, but today's investors are looking to connect with their advisers digitally. Advisers who leverage a comprehensive technology platform can provide...

5 things you should be doing on social media

October 19, 2017

A few weeks ago, I wrote a column titled "5 things you must avoid doing on social media," and it turned out to be one of my most popular. It was always my intention to also focus on the things you should be doing, but you know how it goes: editors,...

EquBot launching first ever ETF to use artificial intelligence

October 18, 2017

As if active portfolio managers didn't have enough challenges from computer-driven passive investing strategies, now machines are directly horning in on their territory. San Francisco-based EquBot is launching the first ever exchange-traded...

Oranj launches 'free' financial platform as way to lower client costs

October 10, 2017

Software provider Oranj has introduced a wealth management tool that it says can help reduce product and technology fees paid by investors. Dubbed MAX — for manage, advise and experience — the software will be made available to advisers...

If a GPS app can fail, so can fintech

October 9, 2017

I recently read an article from the Philadelphia Inquirer about an 18-wheeler that drove several miles down the pedestrian-only Boardwalk in Atlantic City. The driver was following instructions of his onboard navigation system which had the...

Data breaches ratchet up risks for financial advisory firms

October 7, 2017

Financial advisory​ firms of all kinds have received fair warning that they must strengthen their data security and client identity protocols. The warning came in the form of the revelation of the huge Equifax cybersecurity breach, the Securities...

Redtail launches compliant texting platform

October 5, 2017

In response to the growing use of texting, Redtail Technology has introduced a compliance-approved platform that enables advisers to text with clients through their firm's customer relationship management tool. Called Redtail Speak, the application...

The trials of converting to new financial planning software

October 2, 2017

Probably the only thing evolving quicker than the financial planning industry is the technology that supports it. It's nearly impossible to peruse an industry publication without reading about a new fintech merger or an update on the fiercely...

SEC reveals further damage from Edgar hack

October 2, 2017

The U.S. Securities and Exchange Commission said Monday that the hackers who broke into its corporate filing system last year accessed two people's personal information, a change from the agency's previous assessment that it didn't believe such...

How do I? Your social media questions answered

September 29, 2017

One of the great things about a career in social media, and by extension having a social media column, is the ability to help people with their social media questions. They usually come in randomly over Twitter or sometimes via email, but I...

Envestnet deal driven by commission-based IBD accounts

September 26, 2017

Despite years of steady pressure to move the financial advice industry away from commissions, Envestnet's planned acquisition of competitor technology platform FolioDynamix shows support for more of the same. Speaking to analysts Monday evening...

SEC creates cyber unit to eye firms and task force for investor protection

September 26, 2017

The Securities and Exchange Commission has created a cyber unit to target cyber-related misconduct, as well as a retail strategy task force aimed at helping and protecting individual investors. The agency said its new cyber unit will focus the...

Digitize your data to elevate your business strategy

September 26, 2017

Research shows many wealth management firms recognize that digital strategy for customer engagement and operational excellence is a top priority. But the idea of digitally transforming a business can feel intimidating. Where to start? What will...

Envestnet to buy FolioDynamix

September 25, 2017

Envestnet Inc., a wealth management and technology platform used by financial advisers, said on Monday after the market closed it intended to acquire FolioDynamix, a technology and asset management firm, for $195 million in cash. At the end...

The next financial crisis is near

September 24, 2017

It has been 10 years since the last financial crisis, and some have already started to predict that the next one is near. But when it comes, it will likely have its roots in Silicon Valley, not Wall Street. The world of finance looks very different...

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