Displaying 4489 results
Riskalyze adds retirement mapping to its risk tolerance tool
Split-second online analysis lets advisers show multiple portfolio scenarios in client meetings.
Advisers adopting device-agnostic responsive design for website upgrades
New format allows single site to serve both desktop and mobile users.
Running WordPress securely
Time was when WordPress was a four-letter word in the business world. Those days are gone. Not only has the blogging platform become scaled so that it powers 22% of all websites today; it's also has a maturing ecosystem of developers and tools convenient to business needs.
TD Ameritrade Tech Summit: Identifying the industry’s ‘game-changers’
At TD Ameritrade's fifth annual forum of top tech thinkers and leaders, innovators and innovations are identified for changing the future of the wealth management business.
Tech firms honored as the advice industry’s most innovative
At the fifth TD Ameritrade Institutional Technology Summit, which has brought together some of the industry's top technology firms, TDAI introduced its first-ever “Veo Integrated Awards.”
Finding originality in financial services in a sea of copycats
It is very hard to stand out in such an overwhelmingly cluttered market place. Here's some of Joe Duran's strategies for success.
Three reasons why advisers should go mobile
Schwab Advisor Services' Neesha Hathi on how advisers' need for a mobile presence has never been greater thanks to investors' easy access to a wealth of information.
Sell in May and go away?
Breakfast with Benjamin: Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.
Is David Einhorn right about the coming tech bust?
David Einhorn, who runs a $10 billion hedge fund, seems to think it's time to start shorting some of the "cool kid" companies that are valued more on buzzwords than on revenue or profits. The question is whether he has picked the right moment.
Technology: Bundled, best of breed, or both?
Debate continues about whether it is best to utilize a bundled solution or choose best-of-breed technologies. Proponents of bundled solutions are attracted by the concept of a one-stop shop. Bundled solutions can offer seamless integration and one source for support. There is also the potential for cost savings when buying multiple components from one provider.
Total Rebalance Expert, Orion integrate offerings
Joint venture integrates re-balancing software with portfolio management platform
Measuring your digital presence
Gauging the value of your online presence, in particular efforts around a web site, social networking and blogging, can be a moving target. One of the top questions heard regularly is “How do I know if this is working for me?”. The answer lies in large part in analytics.
How to secure yourself online
Privacy and security are recurring and critical themes in our ever-expanding digital and social-media landscape. Addressing this topic and tasks head on will vastly increase your safety online, enabling you to engage with your clients and connections more securely, as well as boosting your compliance program even further.
GAO cites SEC for cybersecurity lapses
Weaknesses found in way agency authenticated users, authorized access and encrypted data.
American Funds urges new client passwords over Heartbleed
Parent Capital Group says has no information indicating client accounts hacked.
Giving yourself the gift of technology
Sometimes all you need is some faithful gadgets and you do something completely irresponsible.
Can you unplug for 24 hours?
Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.
A four-way duel among robo-adviser biz models: Which is best?
Breaking down the big categories of online financial advice including what they offer and how much it costs.
As clients’ time gets crunched, video conferencing grows up
The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.
Why compliance is the "Green Eggs and Ham" of financial services
Following the rules while using social media is not as hard as you think. Try it. You might like it.
