New apps help improve adviser efficiency

Fidelity, FileThis apps help increase data accessibility for advisers
NOV 11, 2013
On this week's broadcast, Fidelity shows what Google Glass might do to change wealth management, a startup looks to tame the onslaught of digital statements, controversy over GMail's privacy policy, and more. Fidelity Market Monitor for Glass from Fidelity Labs Fidelity Labs is participating in a Google early developer program, and is working with a prototype of Google Glass to better understand the technology and how it may benefit our customers. FileThis Fetch iPhone app available from FileThis FileThis, a Marin, California-based startup, today announced the availability of an iPhone app for its award-winning FileThis Fetch service that lets consumers go paperless No, Google did not say that there is no privacy in Gmail from TheNextWeb.com Earlier on Tuesday, Google was quoted by Consumer Watchdog, RT.com (Russia Today) and Gizmodo as having argued in a legal motion that customers have “no legitimate expectation of privacy”, but the quote has been taken out of context. Video Creation 101 for Advisors – Join the Webinar! from Advisor Websites Advisor Websites is thrilled to announce that we'll be presenting a brand new, action-packed webinar with our friend and trusted financial technology expert, Bill Winterberg! Join us as we present a comprehensive and simplified explanation designed to help you begin creating and sharing video content online. Bill Winterberg is an Atlanta, GA-based certified financial planner and technology writer. You can read more from Bill at his website, FPPad.com.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave