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.
<i>Breakfast with Benjamin:</i> Backing off the big bounce. Plus: Bill Gross confesses, Bank of America pays for cheesy marketing tactics, investing in wind energy and an urgent reminder to change those passwords
Albany reaches for more than 100% of taxable portion
Investors also take profits after strong year in the market
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
If you want people to see your company's content, you'll have to pay.
The agency is returning to paper statements. Only 6% of workers had signed up for the online version since 2011.
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
<i>Friday's menu:</i> Where investors go when BRICs crack. Plus: How advisers can &mdash; and should &mdash; deal with male and female clients, mounting sanctions drive Russia toward China for economic help, investor class-action lawsuits spike, and saving money on travel.
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.
22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.
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
Executives across the industry, from wirehouses to independent and regional firms, are enjoying fatter paychecks and bigger bonuses as advisers become a more important part of firms' balance sheets. <i>(Don't miss some rather outlandish <a href="http://www.investmentnews.com/gallery/20140324/FREE/324009999/PH" target="_blank">top executive benefits</a>.)</i>
Three clients of former broker at Hancock unit receive award for losses in failed land deals.
