Social media enters the curricula for financial planning students at Texas Tech, as students will get first hand lessons on how to utilize social networks in the financial business. See also: <b><a href="http://www.investmentnews.com/article/20130822/TECH/130829973">Expert urges advisers to adopt social media.</b></a>
A data service providing real time market info -- at a fraction of the cost of that more-famous terminal
Breakfast at the Envestnet | Tamarac summit last week turned into a technology commiseration session.
Tool allows advisers to connect the dots between plan an action item.
Industry group sees trouble when brokers get out of paying back notes.
New online overview report from Corporate Insight details progress.
Small-firm seat on regulator's board is open; will be filled at annual meeting in August.
Peak Advisor's virtual coaching, Faulkner's marketing tools teamed in Digital Fortress
Gives advisers on-the-go access to portfolios and data via smart phones and tablets.
Deal will help advisers model annuities under varying client circumstances.
Windfall elimination provision can cut size of a worker's retirement benefit.
Big plans for eyewear that now offers hands-free display of quotes from major stock indexes at the close.
With more than half of its revenue coming from fees, Edward Jones plans to start selling proprietary investment products in a sharp break from the past.
Shared housing could improve the retirement prospects of single baby boomers. Mary Beth Franklin has some real-life stories.
Restructuring, if it happens, won't likely affect Merrill's advisers.
Originally designed to allow a company's highest-paid executives to defer their annual cash bonus, nonqualified deferred-compensation plans have evolved into flexible, multiuse executive retirement plans — with investment options similar to their qualified-retirement-plan counterparts.
