Fintech

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FINTECH MAY 30, 2014
Does Vanguard pose a threat to advisers?

The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.

By Trevor Hunnicutt
FINTECH MAY 28, 2014
Rout in social media stocks crushing ETFs

The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.

By Matt Ackermann
FINTECH MAY 28, 2014
SEC warns investors about pitfalls of Bitcoin

Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.

By Mark Schoeff Jr.
FINTECH MAY 28, 2014
Are you stuck in a technology rut?

Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.

By Sheryl Rowling
FINTECH MAY 28, 2014
New LinkedIn program offers compliance with SEC and Finra regs

Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.

By Joyce Hanson
FINTECH MAY 28, 2014
Computers and complexity

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.

By Sheryl Rowling
FINTECH MAY 27, 2014
Tech-savvy young planners band together to share the wealth

'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another

By Joyce Hanson
FINTECH MAY 21, 2014
Is it time for a new CRM?

A cost-benefit analysis reveals important considerations in switching hub systems.

By Joyce Hanson
FINTECH MAY 19, 2014
Reading between the data

Advisers already have the tools to gather information, they just have to learn how to use it.

By Neesha Hathi
FINTECH MAY 19, 2014
WORD OF MOUTH OVER SOCIAL

By Joyce Hanson
FINTECH MAY 19, 2014
Get more out of your press release (yes, press release) with video

Releases should have no place in a technology blog but they can play an important role in a digital marketing strategy.

By Kristen Luke
OPINION MAY 19, 2014
Twitter evolving; you should, too

Emphasizing visual content will help improve user experience and further drive engagement.

By Kristin Andree
FINTECH MAY 19, 2014
5 SEO tips for financial advisers

Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:

By Craig Faulkner
FINTECH MAY 16, 2014
Ranking the industry's top tech vendors

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.

By Joyce Hanson
FINTECH MAY 14, 2014
Bank of America doubling down on Merrill Edge

The banking giant is hiring almost twice its current contingent of 1,700 to serve clients with less than $250,000 in investible assets.

By Mason Braswell
FINTECH MAY 14, 2014
Tackle those social-media faux pas

By MFXFeeder
FINTECH MAY 14, 2014
Are these 'must-have' elements on your website?

Keep it simple when establishing credibility and connecting with clients online, experts say.

By Joyce Hanson
FINTECH MAY 09, 2014
Adviser reviews coming soon to a website near you

In the wake of new SEC guidance, advisers need to brace themselves for online reviews, including negative ones. Liz Skinner on what the relaxed restrictions will mean for your business. <i>(Plus: Read <a href=&quot;http://www.investmentnews.com/article/20140409/BLOG09/140409894&quot; target=&quot;_blank&quot;>Michael Kitces' take</a> and find out if <a href=&quot;http://www.investmentnews.com/article/20140409/FREE/140409901&quot; target=&quot;_blank&quot;>your client review tactics are compliant</a>.)</i>

By Liz Skinner
FINTECH MAY 09, 2014
Take the quiz: Are your client review tactics compliant?

By Liz Skinner
FINTECH MAY 08, 2014
Rise of the machines

Will the rise of online advice platforms make traditional advisers extinct? Advisers face the challenge of defining their usefulness as technology continues to advance.

By Liz Skinner