The rush to offer advisers compliant networks leads to a mishmash of options, as well as services to feed such sites
Startup is collaborating with LinkedIn to help firms' social-media presence
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
The social media management and compliance platform plans to accelerate product development
The SEC's move to define customer review ground rules is good but raises important and difficult questions.
If you want people to see your company's content, you'll have to pay.
Four companies working to unify products to better meet adviser needs; system due out later this year
Online adviser Personal Capital announces an app for smartwatches, and the advice industry ponders the future of wearable technology in client service.
There are good books that make you think differently about the world, and occasionally great books that really make you question the underpinnings of what you think reality is. The new Michael Lewis book, “Flash Boys,” falls into the latter camp.
Acquisition could put the fund tracker in the lead of the portfolio accounting and reporting business.
Designed to help retirement plan advisers gain clients as demand for fiduciaries grows
New software partners now sync assets and risk score on a nightly basis.
Financial advisers will have new ways to manage data and gauge clients' emotions, thanks to new tech developments
A young planner is shutting down his offices, saying his clients prefer working in a virtual world
New version of NaviPlan will integrate with TD's Veo and Schwab OpenView
Alex Murguia breaks down five things advisers can glean from that “steaming heap of a disappointment.”
Envestnet Inc. a maker of cloud-based software used by financial advisers, has increased its value fivefold since going public. Buyers may take notice.
Investment advisers are flocking to the asset management and technology company and it's become a market darling. The stock is up 178% over the last year.
