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<b>The Takeaway:</b> Brace yourself for the biggest bankruptcy in history!
Portfolio Stock indexes hit record highs and yada yada yada, so boring. (Reuters) 5…
Actiance introduces latest version of Vantage
The firm's flagship communications and social media monitoring and compliance platform provides more support for unified communications options.
<b>The Takeaway:</b> Buffett and Goldman, sittin’ in a tree…
Portfolio Buffett back into a gigantic slug of Goldman Sachs stock. (Bloomberg) Joe Lavorgna…
Firms are getting ‘social’
It appears that investment advisory firms increasingly are targeting their compliance efforts on the use of social media…
How social-media platforms stack up for the advice business
Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Some secrets of social networking pros
Secrets to social media success tailored to financial advisers, straight from the experts. Be ready to make a time commitment, apply your smarts and provide valued content.
More advisers staying in touch with clients by tweeting
Social media replacing email as communications tool as inboxes flood with junk.
Black Diamond now fully integrated with Schwab OpenView Gateway
Portfolio management, reporting and rebalancing platform is generally available.
Staying connected via social media
At the ripe old age of 31, Blair duQuesnay already is both a certified financial planner and chartered…
Electronic business cards help build client roster
Oxygen Financial Inc. founder and co-chief executive Ted Jenkin doesn’t have business cards. When prospective clients ask…
As providers move to the cloud, advisers awaken to its potential
Outsourcing suddenly in with advisers and their firms
Attention rocket scientists: Quantopian launches trading pilot program
Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform…
A chat with the founders of Quantopian
The co-founders like, respect and think quants are underserved — and have too little access to tools of their own
An online studio where quants go to put talents to use
Quantopian provides tools, storage and protection for user-created algorithms
A private-placement matchmaker
InvestmentNews often writes about private placements gone bad, but the fact is, the asset class represents a big…
Tweet this: Finra spot-checking firms for social media compliance
Regulator asking for list of top 20 producing reps at the targeted B-Ds who use social media.
Finra is spot-checking firms for social-media compliance
The Financial Industry Regulatory Authority Inc. is doing social-media compliance spot checks on some of its member firms.
Mint.com finally expanding into the banking channel
Banks and credit unions will soon have access to its own flavor of a direct channel darling
Wealthfront and the rise of the machines
Direct channel technology firms are improving at a rapid pace — what about your tools, Mr. Adviser?
<b>The Takeaway:</b> Some advice for BlackRock’s Larry Fink
Portfolio FOMC: No change in rates and barely any change in statement. Here’s Neil Irwin’s liveblog: (…
