Displaying 4489 results
SS&C scoops up Black Diamond-owner Advent
In the second major adviser tech acquisition of the day, SS&C Technology said it agreed to pay $2.7 billion for Advent Software Inc., whose portfolio management software is widely used by advisers.
SEC exam sweep reveals adviser cyber-efforts
Most advisers are assessing electronic security, but approaches and frequency vary widely.
Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal
The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.
How to get off to a prosperous start on social media in 2015
Use social media to ensure you're tapping your network to its fullest potential this year
10 developments to watch in the independent broker-dealer industry in 2015
The hottest topics to keep tabs on in the independent broker-dealer space
Service firms race to help advisers create digital platforms
Custodians and rollups are in a mad dash to develop automated ways for advisers to make serving younger or less-wealthy clients profitable.
Financial services apps for Apple Watch
With Apple set to release its much-ballyhooed Apple Watch on April 24, financial services companies are scrambling to be part of the big event.
TD Ameritrade Institutional launching Veo One dashboard for advisers
Platform allows immediate connection to applications such as DocuSign, Laser App Anywhere, MoneyGuidePro, Orion Advisor Services and Redtail.
Are you a gadget junkie?
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
Client demand for simpler technology challenges independent broker-dealers
Smart devices and programs are giving way to demand for simplicity.
What’s next for financial advice?
We ask the experts to share what parts of the advice business they think need innovation
Optimism abounds for financial advice industry in 2015
Vast majority of advisers expect the U.S. economy — and their own businesses — to keep on humming.
The risky business of compliance
New archiving solutions take the headaches out meeting SEC link capture regulations.
TurboTax raises prices and the tax-prep software battle is on
But comparing the three market leaders — TurboTax, TaxACT and H&R Block — isn't easy.
SEO isn’t what it used to be but still critical to your success
Here's how to get prospective clients to find your website and encourage them to contact you.
3 ways advisers can build their digital influence
Going digital is not only good business, but it's the future of client relationship professions.
Advisers arming themselves against cyberattacks
Ensuring all employees know the drill is key to avoiding a practice being compromised.
Morgan Stanley fires broker for stealing thousands of clients’ data
Morgan Stanley fired an employee in its wealth management group who had stolen client data and posted some of it online. The theft affected up to 10% — 350,000 — of the firm's 3.5 million wirehouse clients.
Using mobile technology to take client relations to another level
Are you missing out on leveraging mobile applications to actively help clients make better financial decisions? Here's what you need to know.
Morgan Stanley data offered on Internet for virtual currency
Financial adviser accused of pilfering data working with the wirehouse.
