Adviser feedback results in improvements to the app, including secure messaging.
How do you gauge your firm's productivity? Don't underestimate the power of leveraging your CRM solution to help gather key performance metrics such as time spent per client, client turnover and more.
After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?
The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.
The startup's latest debut follows a successful New York launch
Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.
The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.
Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.
The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.
Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.
Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.
Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.
'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another
A cost-benefit analysis reveals important considerations in switching hub systems.
Advisers already have the tools to gather information, they just have to learn how to use it.
Releases should have no place in a technology blog but they can play an important role in a digital marketing strategy.
Emphasizing visual content will help improve user experience and further drive engagement.
Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:
TDAI has named the the six top tech picks for its Veo platform. The first-time award program recognizes technology firms that maximize the open access platform.
