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Technology can help keep clients calm amid market chaos
Your CRM is a powerful tool that can help you send out a blast email to all of your clients at the touch of a button.
10 #FinCon15 notables for advisers to follow on Twitter
The fifth annual conference for personal finance bloggers included a new adviser track. Here are the highlights.
Vanguard login flap showcases battle of cybersecurity vs. convenience
Advisers, this is why it's better to err on the side of caution — even if your firm's login and password-recovery processes are annoying.
Failing to market a robo properly can mean wasting big bucks
Successful advisers need to do a cost-benefit analysis of an automated investment platform and, if they do launch one, invest sufficient resources to drive adoption of it .
Predicting how robo-advisers will evolve based on the history of TAMPs
Robos will be impacted by market dips, and a select few will rise from the ashes
Get ahead of the worsening news on the IRS data breach
An email to clients is warranted as the number of citizens exposed in the tax hack triples.
LPL hires ex-Wells Fargo CTO for newly created tech position
Anthony Perkins will oversee the broker-dealer's automated processes and the launch of the firm's robo-advisory software platform.
Three ways to get more out of your CRM
Leveraging these tips, you can extract more value from this important piece of software.
Cybersecurity efforts still falling short at financial services firms
Report cites policy, accountability and disaster recovery as three areas of weakness.
It’s early days for most robos eyeing the 401(k) market
As Financial Engines & Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.
Robo-advisers want to plan your clients’ future
Behind the scenes, robo-advisers are quietly hatching plans to compete more aggressively with flesh-and-blood advisers.
BlackRock makes big bet on digital advice with acquisition of robo FutureAdvisor
Deal puts the world's largest money manager squarely in the financial advice market as it branches out from managing mutual funds and its iShares brand of ETFs.
Michael Kitces’ weekend reading for financial advisers
A wrap-up of the Labor Department's fiduciary hearings, analyzing how much income retirees really need, and the rest of the week's must-reads for advisers.
New Apple iPad Pro geared toward meeting advisers’ business needs
In the wake of Apple's latest product announcement, some advisers may even ditch their laptop for a tablet.
Salesforce seeks to disrupt adviser-facing CRM market with launch of wealth management portal
The provider currently offers only an overlay for the financial services sector, but soon will have a full spread of software for advisers.
How to plan for buying or upgrading to new technology
It's not a question of when something wears out; it's a question of when it becomes outdated.
Third time lucky for ETF entrepreneur with cybersecurity fund
Timing is key as fund, with the ticker symbol HACK, launched just before the Sony Pictures computer network was broken into.
LPL sets lofty goal for more automated operations processes
The company aims to ramp up its level of automation from 15% to 85% within the next few years.
Identity theft hits home
Here's what one adviser did after her son had his identity stolen.
Surviving change at warp speed
Digitization of our industry is not a choice. What is a choice is whether you are empowered by it or you are consumed by it.
