Hearsay and Actiance top Forrester’s social risk and compliance product list
'Near ubiquitous' social-media use drives growth in a nascent market, research firm reports
After troubled start, Morgan Stanley tech platform stabilized
CIO Chris Randazzo says 3D has 'turned the corner,' while upgrade continues
Kitces, Alan Moore to launch XY Planning Network
New network will support advisers who work with Generation X and Y clients
Firms line up to donate software to college financial planning programs
Texas Tech University receives more than $6 million in annual software licenses for its next generation planners.
Online rivals Betterment, LearnVest rake in $60 million of venture funding
Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.
SIFMA warns investors will pay for Finra CARDS plan
SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.
New Hearsay Social dashboard uses big data to help advisers prospect for clients
Compliant dashboard helps advisers incorporate social media into their daily work process.
Technology integration at custodians moving into second wave
Big Four have their own strategies for simplifying advisers' and clients' lives.
Covestor announces 0% management fee on ETF portfolios
Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.
Hearsay Social adds content providers
Hearsay Social, a social platform for broker-dealers, adds content providers Broadridge, Life Happens, NewsCred and Trapit.