Group will advance recommendations, with a key focus on cost versus benefit.
Outages are a fact of life, but most are short-lived.
New social platform uses gamification to teach Millennials about the stock market.
ICYMI, the younger generation has the tech talents you need to make your firm last
A three-part transition from technology providers to integrated platform providers is occurring.
Cybersecurity is the hottest topic in compliance, according to a survey of compliance professionals. Other areas of interest include social media, valuation and allocation of fees and expenses
Aviso Insights' launch helps managers identify weak spots early and make course corrections.
Selecting the right technology means identifying efficiency creators and picking the necessary over the unnecessary.
Many of us fall into the trap of jumping on each communication as if waiting an hour could result in the loss of the client.
Cloud tech firm Actua will acquire an approximately 97% primary equity interest.
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
Deal with the NFL franchise enhances the cachet of the fast-growing online advice upstart.
Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.
When you put together your 2015 technology budget, be sure there's a line item in there for training.
A snapshot of tech spending and usage at IBDs
