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.
Designed to help retirement plan advisers gain clients as demand for fiduciaries grows
New software partners now sync assets and risk score on a nightly basis.
Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments
A young planner is shutting down his offices, saying his clients prefer working in a virtual world
New version of NaviPlan will integrate with TD's Veo and Schwab OpenView
Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
Envestnet Inc. a maker of cloud-based software used by financial advisers, has increased its value fivefold since going public. Buyers may take notice.
Investment advisers are flocking to the asset management and technology company and it's become a market darling. The stock is up 178% over the last year.
Software tracks inflows and outflows through the year, with one-time input
The stock photography from 1985, that goofy animated banner, and those crooked pages that no one bothered to fix. Its time to give your website a makeover.
The trailblazer says the advisory business is still coming up short in reaching out to women, both as advisers and clients, and explains why.
RJFS president tells conference that 1½ times a day, hackers try to make money off advisers' clients.
Under-40s value advisers' ability to assess their needs, but they still want more from digital tools: SEI study
Finra reports that suitability fines and customer complaints have dropped as the financial crisis has faded further into the rearview. It's not all smooth sailing, however, as new regulatory priorities have emerged.
