Tools from Google and beyond will help you better connect with clients and prospects.
Software options vary by sophistication and price. Which is right for you?
New research shows that Google search results can predict movements in the market. Jeff Benjamin discusses.
Top-performing firms more likely to hire third-parties to handle some tech functions
Advisers using short video clips to "show clients you are human."
Finra yanks proposal that would have required reps to post link to database on their web sites, social media pages
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
After several years of heavy cost cutting by advisory organizations, a small majority of 331 independent advisers surveyed by <i>InvestmentNews</i> — including both broker-dealers and registered investment advisers — plan to spend more on technology this year than last.
