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Displaying 175 results

Topic

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

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After troubled start, Morgan Stanley tech platform stabilized

CIO Chris Randazzo says 3D has 'turned the corner,' while upgrade continues

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Kitces, Alan Moore to launch XY Planning Network

New network will support advisers who work with Generation X and Y clients

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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.

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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.

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SIFMA warns investors will pay for Finra CARDS plan

SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.

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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.

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Technology integration at custodians moving into second wave

Big Four have their own strategies for simplifying advisers' and clients' lives.

Topic
  • ETFs
  • June 16, 2014

Covestor announces 0% management fee on ETF portfolios

Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.

Topic

Hearsay Social adds content providers

Hearsay Social, a social platform for broker-dealers, adds content providers Broadridge, Life Happens, NewsCred and Trapit.