Onboarding a new technology platform or software system is often not what it seems.
Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.
HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.
Advisers, tell <i>InvestmentNews</i> what types of software and devices you use.
As the digital age of finance arrives, the opportunities for you and your clients have never been more abundant.
Going paperless at the office is more than a nod to environmental virtuousness, it just might give advisers a leg up on SEC compliance exams.
The online tool lets advisers ask clients questions about their biggest life changes without emailing or calling for periodic check-ins.
This loud battle provides some important lessons for financial advisers who want to avoid going the way of the cab driver.
Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects.
With the industry at a technology tipping point, here's what the leading advisers are doing on the technology front
Establishing your presence on the site is the first step in making the platform work for you.
Morgan Stanley won't face Federal Trade Commission action as a result of a data breach that compromised information of some 350,000 clients.
Hacks are becoming more common, and knowing how to respond quickly is critical.
Use of LinkedIn, Facebook and Twitter all up significantly, surveys show
But tax, estate and debt planning not high on their agenda for online financial tools
Find out which robo platform best matches your personality
Firm with ties to self-help guru Tony Robbins unveils PortfolioCheckup.
Digital advice platforms look to get out in front of nervous clients as market volatility demands more communication.
Advisers can use the guidance from the SEC and Finra to help shape their compliance policies.
Slow down the tech selection process to thoroughly consider how new technology will work with and for your firm.
