What's the best financial planning software?
It's not easy for an advisory firm or broker-dealer to get a non-biased answer to that question, even from consulting firms that analyze adviser technology.
A 90-page, $4,000 report from independent-research firm Aite Group LLC, “Eva
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A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.
Street appeal, Motif Investing attracts the interest of Goldman Sachs
The content sharing platform offers advisers insight into potential clients based on their online activity.
Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.
Real-life stories of advisers and their social-media strategies
