Eight months after announcing the launch of a cloud-based customer relationship management product for advisers, ProTracker Software Inc. has stopped selling its ProTracker Cloud CRM while the company fixes some kinks in the product.
Financial adviser Steve Acerra who owns Acerra & Assocates in
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In an industry notorious for documents and signatures, firms welcome chance to automate
Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.
Effective communication takes place when the receiver interprets the sender's message in precisely the fashion in which the sender intended it, according to The American College's “Fundamentals of Financial Planning” textbook.
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
