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AssetMark adds Finance Logix financial planning software
Goal-planning tool to integrate with AssetMark's investment platform.
When your technology makes work difficult, it’s time to look around
You have to know when a tech tool is more of a burden than an enhancement.
Top-performing advisers increase mobile device usage
Innovators using smartphones, tablets to access core apps at twice the rate of others.
Social media as a pathway to new clients
A look at how advisers can best utilize their digital assets, such as social media and existing firm websites and blogs, to successfully entice new clients. Don't Miss: The full 2014 Social Media Special Report
Working social media into comprehensive marketing plans
A tweet on its own is just a string of up to 140 characters that may inform, share…
LinkedIn offers advisers some promising new features
Since its launch in 2003, LinkedIn has done anything but stay the same. Over the past decade, the social-networking giant has listened to users and continually added features to make the site a convenient place to find and share content, as well as to strategically build a professional network.
Most frequently used social media compliance software
Product % of advisers using Smarsh 25.2% Erado 18.2% Socialware Voices 8.8% Arkovi 8.2% LiveOffice 8.2% Hearsay Social…
Robo-adviser Wealthfront grows, but is it mainstream or just a niche?
At these sizes, it becomes increasingly difficult to ignore the strides that robo-advisers are making.
What to do when clients aren’t tech savvy
Plenty is written about using technology to engage clients, but what about when the client doesn't want to engage?
Raymond James moves data center to Denver
Weather worries trigger move away from Florida headquarters.
How technology made our SEC audit easier
Sheryl Rowling dishes on how technology helped her firm managed through a recent examination by the Securities and Exchange Commission. It made a difference.
Tech that boosts business value
Financial advisers become successful by focusing on building their practices — not by planning how they’ll leave them.
Street appeal: Motif Investing attracts the interest of Goldman Sachs
Street appeal, Motif Investing attracts the interest of Goldman Sachs
Wealth manager thrives on ‘do it yourself’ culture
There is no shortage of software products that developers market as the “solution” to financial advisers’ every conceivable…
Technology tips from the TD Ameritrade Institutional Conference
This week's TD Ameritrade Institutional conference was packed with technology. From providers to presenters, the message to advisers was clear: It's time to stop paying lip service to technology and walk the walk. Sheryl Rowling shares her top takeaways.
Breakfast with Benjamin: Amazon’s bad omen
On today's menu: The bad omen of Amazon's earnings miss; lots of people are eating burritos; the Microsoft CEO search nears an end ... and the new guy has a big job ahead; Super Bowl ads and what you need to know about the Year of the Horse.
Delayed iRebal on TD Ameritrade Institutional’s Veo platform is in beta
As of May, the 4,500 investment advisers who use the custody services of TD Ameritrade Institutional and the Veo platform for trading will have access to the web-based version of iRebal at no additional charge.
Facebook, Google: Gamechangers?
Breakfast with Benjamin: Big news from two tech giants: strong earnings and a gamechanging sale. Plus two questions: Should you worry about the rout in emerging markets and is your technology working for or against you? Also: A super price for a Super Bowl suite.
Vestorly signs on as Finance Logix integration partner
Deal offers portal for advisers to engage clients and prospects, connects with RCS Capital.
AssetMark names CEO, who comes with aggressive plan
AssetMark Inc. is hoping some new leadership and an aggressive growth strategy will provide a necessary shot in…
