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A 3-phase approach to making social media work for you
Diving into social media without the right strategy could do you more harm than good.
Creating new position, LPL hires a chief technology officer
McGraw-Hill's David Wright named to the new role
Schwab considers expanding RIA custody model outside U.S.
CEO Bettinger also defends robo-advisers, although he acknowledges they haven't been tested by a bear market
Envestnet acquires Finance Logix
The cash and stock deal, valued at more than $30 million, for the financial planning software provider marks yet another indicator of the industry's turn toward goals-based planning.
Betterment gets a finger-hold in retirement advice market
It will be tough, however, to compete with 401(k) behemoth Financial Engines.
Look past the battles breaking out between robos
Humans should not try to mimic machines that compete on price
The problem with software
Replacing old or buying new software will cause you to question a lot of your assumptions, but it can also help you improve your business.
What’s at stake for advisers if Salesforce is bought out?
Speculation about a takeover of Salesforce has some advisers reconsidering their customer relationship management system options.
Password managers are a powerful tool in the fight to fend off cyber crooks
Breaking down how password managers actually work, plus details on three good options for advisers to consider
Finra CARDS data breach risk is real
Potential security risk concerns over Finra's highly-debated data collection proposal are not unfounded, experts say. (See also: Finra's backers are now its critics)
The biggest cyberthreat to a firm: Employees
Internal hacking is an emerging danger for advisers.
Wealthy millennials decline financial advisers’ services: survey
Just 47% of multimillionaires ages 18 to 34 use an adviser, a new study finds. That means wealth managers may be missing opportunities to discuss health, family and financial values with those and other potential clients.
Advisers slow to take up robo opportunity
Many advisers are trying to decide whether to offer a digital advice platform and how to incorporate and price the service. (Don't miss: 10 top robo-advisers to watch)
Morningstar founder Joe Mansueto still dreams big
Morningstar wants to become 'ubiquitous' with investors, according to founder Joe Mansueto. Will their new initiatives turn around the firm's declining share prices and profits?
The challenge of becoming paperless
A tale of finding a solution to the yellow pad.
Going paperless: Advice industry takes on challenge
In an industry notorious for documents and signatures, firms welcome chance to automate
Question for advisers: Why did Verizon buy dial-up dinosaur AOL?
Because the company has its sights on mobile, and so should you.
Where are people searching for financial advisers, planners and brokers?
Advisers, take note. You may not realize how — or where — investors are searching for financial advice.
Optimizing your site can give you a leg up
Take the time to get your site mobile-ready, and make sure the content on it is easily readable and navigable
Sheryl Garrett, Wealthminder launch robo offering
For $10 a month per client, advisers can access software to generate financial plans.
