At the fifth TD Ameritrade Institutional Technology Summit, which has brought together some of the industry's top technology firms, TDAI introduced its first-ever “Veo Integrated Awards.”
It is very hard to stand out in such an overwhelmingly cluttered market place. Here's some of Joe Duran's strategies for success.
Schwab Advisor Services' Neesha Hathi on how advisers' need for a mobile presence has never been greater thanks to investors' easy access to a wealth of information.
<i>Breakfast with Benjamin:</i> Time to sell stocks? Plus: All you need to know about the Fed's policy decision today, lessons from a Texas-size bankruptcy, lingering effects of the polar vortex, a social media darling trips up, and the latest on Rep. Dave Camp's tax reform plan.
David Einhorn, who runs a $10 billion hedge fund, seems to think it's time to start shorting some of the "cool kid" companies that are valued more on buzzwords than on revenue or profits. The question is whether he has picked the right moment.
Debate continues about whether it is best to utilize a bundled solution or choose best-of-breed technologies. Proponents of bundled solutions are attracted by the concept of a one-stop shop. Bundled solutions can offer seamless integration and one source for support. There is also the potential for cost savings when buying multiple components from one provider.
Joint venture integrates re-balancing software with portfolio management platform
Gauging the value of your online presence, in particular efforts around a web site, social networking and blogging, can be a moving target. One of the top questions heard regularly is “How do I know if this is working for me?”. The answer lies in large part in analytics.
Privacy and security are recurring and critical themes in our ever-expanding digital and social-media landscape. Addressing this topic and tasks head on will vastly increase your safety online, enabling you to engage with your clients and connections more securely, as well as boosting your compliance program even further.
Weaknesses found in way agency authenticated users, authorized access and encrypted data.
Parent Capital Group says has no information indicating client accounts hacked.
Sometimes all you need is some faithful gadgets and you do something completely irresponsible.
Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.
Breaking down the big categories of online financial advice including what they offer and how much it costs.
The requisite in-person client meeting has given way to more frequent virtual meetings; many services are available to provide the technology.
Following the rules while using social media is not as hard as you think. Try it. You might like it.
Investors across all wealth tiers are more accepting of online advice models, such as self-directed platforms, Cerulli reports.
Although the term “robo-adviser” immediately conjures images of Arnold Schwarzenegger (think Terminator, not governor), the truth is that robo-advisers are more likely to be an adviser's friend than foe.
CEO says majority of high net worth clients will move toward independent advisers
New regulatory guidance likely to lead to new sites a la Yelp for advisory firms.
