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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.
Where your young boomers prospects are going for advice
Investors across all wealth tiers are more accepting of online advice models, such as self-directed platforms, Cerulli reports.
Embrace, don’t fear, the ‘robo-adviser’
Although the term “robo-adviser” immediately conjures images of Arnold Schwarzenegger (think Terminator, not governor), the truth is that robo-advisers are more likely to be an adviser's friend than foe.
Envestnet aggressively taking market share from wirehouses
CEO says majority of high net worth clients will move toward independent advisers
Coming soon (thanks to the SEC): More adviser review sites
New regulatory guidance likely to lead to new sites a la Yelp for advisory firms.
Which (if any) adviser social networks are coming out on top?
The rush to offer advisers compliant networks leads to a mishmash of options, as well as services to feed such sites
Hearsay Social adds RBC to its client list
Startup is collaborating with LinkedIn to help firms' social-media presence
Are broker-dealers about to turn the tables on social media?
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
