Using the major social-media network for business doesn't have to be complicated.
Has LinkedIn changed recruiting at advisory firms? Openings that firms had previously hired third-party recruiters to fill are now routinely posted on LinkedIn, and large companies employ in-house recruiters who scour LinkedIn for candidates.
The story of how George Bailey and his Building and Loan touched and influenced the small town of Bedford Falls and beyond draws strong parallels to the modern-day adviser trying to do what is right for his or her clients while protecting them from the Mr. Potters of the world.
What were once considered extra features have now become as much of a must-have as the seat warmers on new cars.
At this week's T3 conference, digital disruption evoked both fear and complacency. The mere fact that you're human being isn't a sustainable competitive advantage. But that's not the whole story. Can robo-advisers be defeated, and should they be?
Enterprise social networks can be used in myriad ways. By fostering communications and easing knowledge sharing, they ultimately can boost productivity and profitability. And that's a good thing.
Should you be nervous about the social media giant's new rating system that allows users to evaluate your business? In a word, yes.
One black mark can cause problems so lay the foundation now to prevent trouble later.
Supercomputer can sort through vast amounts of information, giving advisers more time with clients.
LPL's chief executive discusses where the firm stands in key areas such as launching a bank, its technology and regulation. <b>Also: <a href="http://www.investmentnews.com/article/20130819/FREE/130819915">Read more about LPL's tech advances.</a></b>
LPL Financial sets major upgrades to its technology platform, ranging from mobile access to website branding, and portfolio re-balancing and trading. Good news for advisers: the firm cut prices.
The types of applications most commonly used by advisers
Free web-based version of popular program due out this summer
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
