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Merrill Lynch launches technology-driven retirement tools
Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients.
‘Don’t fight the Fed’ was never more true
Tuesday's Breakfast with Benjamin menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.
Big data: New technology comes to compliance
Software companies offer products to help advisers meet intense regulatory demands.
Even tech-driven practices have tech-averse clients
Tips on working with elderly clients who have not grown up with the Internet, e-mail and secure portals.
Make your website a hot marketing tool
Though rated No. 1 by advisers, most don't maximize the potential of their sites with ongoing improvements.
Don’t embarrass Grandma – or your clients
Maintain strict security policies on company cloud files – and no naked selfies, please
Hearsay Social lets advisers pay to spread Facebook posts
Advisers on social-networking platform Hearsay can now use new a feature that allows them to distribute promo posts on Facebook. But they have to pay.
Be ready to provide client portals for performance reporting, consultant recommends
Advisers need to adapt as clients increasingly demand 24/7 access to their accounts from all devices.
Quarterly video statements may become the norm
It may not be long before advisers are sending clients a personalized video each quarter that reviews portfolio performance. The technology to customize videos without much effort is increasingly available.
Bears are giving up and that could be a bad sign
Breakfast with Benjamin: What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
Fresh off settlement, a robo-adviser gets more financial backing
Digital retirement adviser NextCapital wins financing from Russell Investments
Advisers hop on mobile CRM trend
While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.
Using technology to beat the robo-advisers at their own game
Here's a road map on how to compete with and beat online investment management services using technology.
How to use the cloud securely (because it’s not going away)
Like anything you do for your business, don't do it just to keep pace. Make it a determined decision that will either save you time, money or both.
Traditional advisory firm hammers out deal with robo-adviser
Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.
6 lessons traditional advisers can learn from robos
Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser…
Will Junxure Cloud’s release prove worth the wait?
Junxure Announces Wide Release of Junxure Cloud CRM for Financial Advisors from PRNewswire. Junxure CRM, an…
The reasons why human and robo-advisers will soon converge
Robo-advisers and real advisers each have what the other wants. Robo-advisers, for all their bluster about…
External IT puts Junxure on its virtual desktops
Partnership aims at getting business from advisers who want to integrate their systems.
Weighing the pros, cons and costs of virtual desktops
Outsourcing IT support to a virtual desktop system may appeal to advisers, but there's a cost attached.
