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Joyce Hanson


Recent Articles

Custodians jump into the robo game

Oct 20, 2014

New tech offerings designed to help advisers compete against online investment managers

Former Stratton Oakmont broker charged with fraud

Oct 17, 2014

SEC says Anthony Coronati used phony tech investments to fund a Caribbean vacation and plastic surgery

SEC hits record enforcement actions in fiscal 2014

Oct 16, 2014

Chairman Mary Jo White credits agency's aggressiveness and technology, but some question her regulatory zeal

New Fidelity CEO Abigail Johnson wants to be 'accessible to advisers'

Oct 15, 2014

The CEO successor at the privately owned, family-run company, wants to understand the businesses of her clients, including advisers

Digital investment platforms go online to calm skittish investors

Oct 13, 2014

Wealthfront and Betterment take to Twitter and the blogosphere as stock market volatility rises

BloombergBlack honcho John Michel comes full circle with new gig

Oct 12, 2014

Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client

Actiance, PeopleLinx join in social-media partnership for advisers

Oct 9, 2014

After getting kicked out of LinkedIn's API, PeopleLinx discovers new opportunities in CRMs such as Salesforce

Solution to nation's saving problem? There's an app for that

Oct 7, 2014

Study finds that users spent 15.7% less when tracking their spending with a mobile app

Scottrade retools custodial platform as it works to bolster its numbers

Oct 2, 2014

Custodian hopes to land on growth path with new technology and new hires

Ritholtz Wealth Management launches robo platform

Oct 1, 2014

Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors

Data tool could help big firms take the guesswork out of target marketing

Sep 24, 2014

Aviso Insights' launch helps managers identify weak spots early and make course corrections

FolioDynamix wealth platform acquired in $199 million deal

Sep 18, 2014

Cloud tech firm Actua will acquire an approximately 97% primary equity interest

Advisers hop on mobile CRM trend

Sep 15, 2014

While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay

Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets

Sep 14, 2014

Preventing cyberattacks is a front and center concern for IBDs heading into next year

New broker working group aims for easy-to-read fee disclosure

Sep 11, 2014

NASAA report on hidden and complicated fee disclosures sparks drive for simple, uniform language

Going paperless: Advice industry takes on challenge

Sep 10, 2014

In an industry notorious for documents and signatures, firms welcome chance to automate

Apple launches iPhone 6 with mobile payment app

Sep 9, 2014

Advisers' response to announcement is mixed

Redtail, Morningstar announce integration deal to bring research to CRM system

Sep 8, 2014

Popular customer relationship manager plans to launch a new user interface in the fourth quarter

Big data: New technology comes to compliance

Sep 4, 2014

Software companies offer products to help advisers meet intense regulatory demands

Personal Capital cuts fees on high-net-worth digital platform

Sep 3, 2014

Online RIA offers robo services, along with advice from CFPs and investment adviser reps