Sometimes all you need is some faithful gadgets and you do something completely irresponsible.
Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.
Breaking down the big categories of online financial advice including what they offer and how much it costs.
The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.
Following the rules while using social media is not as hard as you think. Try it. You might like it.
Investors across all wealth tiers are more accepting of online advice models, such as self-directed platforms, Cerulli reports.
Although the term “robo-adviser” immediately conjures images of Arnold Schwarzenegger (think Terminator, not governor), the truth is that robo-advisers are more likely to be an adviser's friend than foe.
CEO says majority of high net worth clients will move toward independent advisers
New regulatory guidance likely to lead to new sites a la Yelp for advisory firms.
The rush to offer advisers compliant networks leads to a mishmash of options, as well as services to feed such sites
Startup is collaborating with LinkedIn to help firms' social-media presence
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
The social media management and compliance platform plans to accelerate product development
The SEC's move to define customer review ground rules is good but raises important and difficult questions.
If you want people to see your company's content, you'll have to pay.
Four companies working to unify products to better meet adviser needs; system due out later this year
Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.
There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. The new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.
