This marks the wealth management software and service provider's third acquisition so far this year as it builds out its suite of tech offerings for advisers.
No matter how well you know your clients, don't shortcut security procedures.
With the firm's latest acquisition of Yodlee, advisers are reminded to take advantage of big data in clients' accounts.
Hacking isn't just on desktops — mobile devices are the new battleground.
Fidelity finds video is a useful vehicle for timely, targeted messages to emerging investors.
Having a virtual chat room in the office boosts teamwork and productivity, proponents say.
Wealth management professionals who don't take full advantage of their firm's software programs are at a competitive disadvantage.
Junxure is the latest CRM system provider to roll out elearning tools for users.
Analysts used to have the biggest voice on a stock market movements, but now it's influencers with a large social-media following who carry weight.
Curian Capital's unexpected announcement that it is closing shop at year-end has sent the $300 billion TAMP industry scrambling to woo advisers working with the $11 billion platform.
Having an IT expert on staff to handle software and get employees up to speed can make all the difference.
Advisers' answers to big questions about robo-advice
CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests
Like with any software updates, there will be bugs, even on an alluring new operating system.
The four key elements in expanding technology use among broker-dealers and advisers.
Dan Arnold, LPL's president, says the firm plans to launch a robo that won't replace its financial advisers but will "gain a certain amount of the market."
While many believe that robos keep advisers up at night, findings from a new study show a very different reality.
Getting to know your clients has never been easier, thanks to scalable technology.
Testing out a couple 'yellow pad' apps leads to the discovery that it's not so hard after all.
As clients demand different service from advisers, there's an increasing reliance on video conferencing and other tools to stay in touch.
