Fintech

Displaying 4745 results
YOUR PRACTICE FINTECH JUN 03, 2014
Google+: Ghost town or essential tool?

Depending upon whom you speak with, Google+ can be a ghost town or a key step in the evolution of social media. However, based on a number of shrewd moves in building Google+, the search giant is surging in the field seeking your social attention.

By Blane Warrene
YOUR PRACTICE FINTECH JUN 03, 2014
LPL upgrades mobile application

Adviser feedback results in improvements to the app, including secure messaging.

By Joyce Hanson
YOUR PRACTICE FINTECH JUN 03, 2014
How to use your CRM to increase productivity

How do you gauge your firm's productivity? Don't underestimate the power of leveraging your CRM solution to help gather key performance metrics such as time spent per client, client turnover and more.

By gfriedman
YOUR PRACTICE FINTECH MAY 30, 2014
Working remotely experiment over: Back home in San Diego

After an extended trip to France, Sheryl Rowling answers the question: Is it possible to work remotely for a month?

By Sheryl Rowling
YOUR PRACTICE FINTECH MAY 30, 2014
How to avoid becoming extinct as technology disrupts wealth management

The advisory community needs to recognize that technology is fundamentally changing the way investors are consuming financial services these days.

By Neal Ringquist
YOUR PRACTICE FINTECH MAY 30, 2014
'Match.com' for advisers and clients expands to San Francisco

The startup's latest debut follows a successful New York launch

By Joyce Hanson
YOUR PRACTICE FINTECH MAY 30, 2014
Don't let disruptive technology derail your business

Robo-advisers will “change the way that my business needs to operate,” Fortigent co-founder says.

By Trevor Hunnicutt
YOUR PRACTICE FINTECH MAY 30, 2014
Does Vanguard pose a threat to advisers?

The fund giant's online advice platform is viewed by some as a threat, but others see it as complementary. Trevor Hunnicutt reports.

By Trevor Hunnicutt
YOUR PRACTICE FINTECH MAY 28, 2014
SEC warns investors about pitfalls of Bitcoin

Checkered history, lack of regulation among reasons to be wary of virtual currency, agency says.

By Mark Schoeff Jr.
YOUR PRACTICE FINTECH MAY 28, 2014
Rout in social media stocks crushing ETFs

The falloff in social media stocks is burning investors who piled into one of last year's most popular exchange-traded funds.

By Matt Ackermann
YOUR PRACTICE FINTECH MAY 28, 2014
Are you stuck in a technology rut?

Taking a hard look at the age-old rule we seem to live by: If it ain't broke, don't fix it.

By Sheryl Rowling
YOUR PRACTICE FINTECH MAY 28, 2014
New LinkedIn program offers compliance with SEC and Finra regs

Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.

By Joyce Hanson
YOUR PRACTICE FINTECH MAY 28, 2014
Computers and complexity

Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.

By Sheryl Rowling
YOUR PRACTICE RIAS MAY 27, 2014
Tech-savvy young planners band together to share the wealth

'FP Hackers' brainstorm issues facing new businesses — and even refer clients to one another

By Joyce Hanson
YOUR PRACTICE FINTECH MAY 21, 2014
Is it time for a new CRM?

A cost-benefit analysis reveals important considerations in switching hub systems.

By Joyce Hanson
YOUR PRACTICE FINTECH MAY 19, 2014
Reading between the data

Advisers already have the tools to gather information, they just have to learn how to use it.

By Neesha Hathi
YOUR PRACTICE FINTECH MAY 19, 2014
WORD OF MOUTH OVER SOCIAL

By Joyce Hanson
YOUR PRACTICE FINTECH MAY 19, 2014
Get more out of your press release (yes, press release) with video

Releases should have no place in a technology blog but they can play an important role in a digital marketing strategy.

By Kristen Luke
YOUR PRACTICE OPINION MAY 19, 2014
Twitter evolving; you should, too

Emphasizing visual content will help improve user experience and further drive engagement.

By Kristin Andree
YOUR PRACTICE FINTECH MAY 19, 2014
5 SEO tips for financial advisers

Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:

By Craig Faulkner