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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.
Hearsay raises $30M in new funding
The social media management and compliance platform plans to accelerate product development
Finally, some social-media ground rules
The SEC's move to define customer review ground rules is good but raises important and difficult questions.
The new rules of Facebook marketing
If you want people to see your company's content, you'll have to pay.
Tech firms integrating systems to improve adviser workflows
Four companies working to unify products to better meet adviser needs; system due out later this year
Wearable devices edge into the adviser space
Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.
How Lewis’ "Flash Boys" will impact the financial advisory industry
There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. The new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Morningstar’s ByAllAccounts deal could give it big edge with advisers
Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.
SunGard enhances WealthStation platform for 401(k) advisers
Designed to help retirement plan advisers gain clients as demand for fiduciaries grows
Redtail, Riskalyze announce integration
New software partners now sync assets and risk score on a nightly basis.
Five ways technology will change the office of the future
Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments
Can an adviser thrive in a virtual office?
A young planner is shutting down his offices, saying his clients prefer working in a virtual world
Advicent to upgrade next week
New version of NaviPlan will integrate with TD's Veo and Schwab OpenView
What advisers can learn from healthcare.gov failure
Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
Envestnet cloud-based software a lure for bids
Envestnet Inc. a maker of cloud-based software used by financial advisers, has increased its value fivefold since going public. Buyers may take notice.
Envestnet gets a lot of love from advisers and the Street
Investment advisers are flocking to the asset management and technology company and it's become a market darling. The stock is up 178% over the last year.
Advisers using cash-flow management software — even for wealthy clients
Software tracks inflows and outflows through the year, with one-time input
Time to take a cold, hard look at your website
The stock photography from 1985, that goofy animated banner, and those crooked pages that no one bothered to fix. Its time to give your website a makeover.
Krawcheck says advisory business still coming up short in reaching out to women
The trailblazer says the advisory business is still coming up short in reaching out to women, both as advisers and clients, and explains why.
