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Young, wealthy clients still prefer the human touch over digital technologies
Under-40s value advisers' ability to assess their needs, but they still want more from digital tools: SEI study
We’re all vulnerable to cyberbreaches
The Target cybersecurity breach that exposed information on millions of consumers to hackers, and a reported breach at…
Finra fines, complaints drop as market improves
Finra reports that suitability fines and customer complaints have dropped as the financial crisis has faded further into the rearview. It's not all smooth sailing, however, as new regulatory priorities have emerged.
Respect for tech puts firm on path to success
This top performer treats technology with the same importance with which it treats clients.
Don’t be that guy on Facebook
Over the past several years, financial advisers and their firms have worked hard to harness the power of…
Want an app? There’s an app for that
Custodians and broker-dealers lend support for advisers seeking to launch their own mobile app
ETF money flows, social media and dating Nick
Gauging investor interest in exchange-traded funds in much the same way as Twitter or Facebook tracks online friends.
Tired of PowerPoint? Here’s another option
From time to time, we all have to do presentations. Wouldn't it be nice to use something other than the same boring PowerPoint templates?
Envestnet | Tamarac to update its integrated platform for RIAs
New version of Advisor Xi scheduled for launch this spring.
Strong signs e-signatures set for takeoff
Products improving, clients more comfortable and more firms adopting them.
Tweets from the top: Small RIAs rule social media
A look at the landscape for adviser social media makes it clear that the active early adopters have…
Technology’s impact on firm value
Catch the eye of potential buyers of your firm with software for integrated work flow and automation.
National Day of Unplugging: Mission accomplished
How did our intrepid technology blogger Sheryl Rowling do when she tried to unplug for a day?
You’ve got mail … on LinkedIn
Are you utilizing the LinkedIn InMail tool to your best advantage?
How much should you spend on a new website?
Many factors play into the cost of a website. Here's a guide to get you closer to an answer.
Build a better digital calendar now
Building a great digital strategy requires planning. Here are two helpful apps that can help you on your way.
Unleash your new technology by cutting the cord
Get rid of that unsightly tangle of cords by going wireless in your conference room.
SEC off to aggressive start in 2014, but can it follow through?
The SEC's recent whirlwind of regulatory warnings prompts the question of whether it is biting off more than it can chew.
Why a ‘bring your own device’ strategy is critical for small business owners
Alex Murguia's firm is instituting a BYOD policy as part of a new MDM strategy. As the blending of personal and professional devices becomes de rigueur, he expects most, if not all, firms will become quite familiar with these acronyms in the months and years to come.
How LinkedIn uses big data to increase visibility and enhance your brand
Who wouldn't like more LinkedIn profile page views? Thanks to newly updated “Who's Viewed Your Profile” section, users can now take advantage of personalized tips aimed at boosting page views.
