For advisers trying to convince themselves (read that as rationalize) that they can buy the new iPad to replace their laptop — don't bother, you can't.
In yet another example of the ever-expanding power of social media, a startup investment platform is hoping to invade the mutual fund industry's turf by hooking up investors directly with money managers via such social-networking websites as Facebook and Yahoo.
FundQuest is partnering with Envestnet Asset Management Inc. to offer advisory firms additional IT resources.
Here's some additional information that was provided by Fabeetle.com founder Brandon Gadoci during the reporting of this week's <a href="http://www.investmentnews.com/article/20100321/FREE/303219969" target=”_blank”>Tech Update</a> that we could not get into the story.
Law enforcement officials go undercover to catch fraudsters, scammers and crooks
It appears that Fabeetle.com has gone live. I've been awaiting more information on the site since <a href="//www.investmentnews.com/article/20090913/REG/309139956"" target="”_blank”" rel="noopener noreferrer">first writing about it</a> back in October.
Everybody dies. Not everybody plans for it, though. That's where financial advisers come in. Few professionals are as well positioned to offer guidance on this sensitive topic — or to steer clients to specialists such as estate planners or attorneys. Indeed, financial advisers, who meet with clients on a regular basis, sometimes for years, can play a pivotal role in getting them to get their affairs in order long before they face their own mortality.
If such overplayed images as Roman columns, boats, or chess pieces populate your firm's website, it is definitely time for a redesign.
Many financial advisers who attended the Technology Tools for Today conference last week are looking to squeeze as much money as they can from their precious technology budgets.
An Indian man has pleaded guilty to participating in a scheme to access online brokerage accounts to jack up stock prices and reap thousands of dollars in illegal profits.
The top-down macroeconomic themes all tilt in favor of globally diversified cash-rich companies, according to Karl O. Mills, president and chief investment officer at Jurika Mills & Keifer LLC.
Roland Greco, an adviser, recently wrote me for assistance in dealing with the mountains of paper in his office.
Registered representatives should be careful about mixing personal use of social-networking sites with business use, a Finra executive said today.
Financial advisers are scratching their heads as they try to decipher the compliance and regulatory ramifications of a privacy fiasco with Google's Buzz.
Users of the do-it-yourself trading site collective2.com received an “urgent” e-mail at a few minutes past noon Wednesday notifying them that the company's computer database had been breached by a hacker and that all users should log in to change their passwords immediately.
The FBI is investigating a hacker attack on Citigroup Inc. that led to the theft of tens of millions of dollars, The Wall Street Journal reported Tuesday.
Simplifying and better integrating compliance tasks, improving customer relationship management and developing more-robust portfolio management tools are the top technology concerns among financial advisers affiliated with independent broker-dealers, according to an online survey conducted by <i>InvestmentNews</i> this month.
As a follow-up to last week's smart-phone story, we decided to look at advisers' favorite mobile applications.
Redtail Technology Inc., a popular provider of client relationship management technology to financial advisers, has teamed up with Pyxis Mobile Inc., a wireless-applications provider, to build the next generation of mobile connectivity to Redtail's CRM system.
