Providers make use of micro-booths to demo for advisers
BrightScope's new Advisor Pages allows reps and planners to connect with potentially vast numbers of prospective clients. It also highlights rules infractions and formal complaints lodged against advisers.
The online investing and information sharing site has also improved its account opening process and made it simpler for asset managers to sync shared portfolios.
New! The adviser's first stop for technology news and information.
Rather than having users select between choices such as people, companies or groups when searching, the site now combines combines the results.
Wall Street wirehouses might have the most to lose from a broad consumer move to web-based investment management services.
Two of the largest Wall Street banks — Bank of America Corp. and Wells Fargo & Co. — have been investing heavily in online platforms targeting self-directed investors.
Aaron Patzer started Mint.com as a competitor to Quicken because he used the product and got disgusted with it.
Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits,announced this week.
A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet
The Samsung S III most widely used Android device, Kindle Fire remains top tablet
Spooked by compliance concerns, survey finds; lack of time also cited
