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Having integrated technology can improve RIAs’ businesses
Examples of how RIAs can make workflows more efficient by making sure their technology communicates
Broker-dealer expands crowdfunding reach with new partnership
Broker-dealer North Capital Private Securities adds crowdfunding site OneVest to its platform that syndicates private offerings for investors.
Brokers do a better job at cybersecurity than investment advisers: SEC
Brokers do a better job at cybersecurity than investments adviser, according to the SEC.
Are you making a mountain out of joining social media?
Why some financial advisers still reject a proven marketing tool.
This week on social media with advisers
The White House and Department of Labor announced a push for fiduciary standards, the president gave adviser Sheryl Garrett a shout out and advisers responded to Morgan Stanley's leaked take on the Hunger Games.
Due diligence in the age of flash crashes
The dominance of algorithms in trading means advisers need to re-evaluate their processes
Fidelity’s acquisition of eMoney Advisor could be a watershed moment for the advice industry
Independent advisers might look at this deal as a 'canary in the coal mine moment'.
Vanguard quintuples assets in robo-adviser, leapfrogging competitors
Still in pilot, online program rolls past VC-backed startups
Labor Department rankles advisers with quick video on fiduciary
Some agree with concept but argue that short treatment lumps everyone together and lacks nuance.
Robo-adviser frenzy: Apocalypse or rerun?
What tax professionals' experience says about the future for financial advisers
To improve portfolio diversification, look to technology
Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.
Wealth Access integrates with MoneyGuidePro
A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.
Envestnet acquires tech company Upside
Outsourced investing platform will use Upside's portal for financial planning and investment management in effort to keep advisers ahead of robo trend.
Transcription app Mobile Assistant gets upgrade, partners with Salesforce
Risk of missing new notes diminishes, search function improved.
Why well-designed technology is more powerful than investor education
Instead of trying to teach investors why or why not, well-researched and well-designed technology can give investors only the best options to choose from
Conquer the difficulties of web writing to draw prospects
You're an adviser, not a writer, right? Still, you can build trust with potential clients through solid written descriptions of your expertise and services on your website and through a blog. Here are some tips to get you over writer's block.
Sterne Agee confirms CEO was fired after investigation report
But company says board was already discussing replacing Holbrook, son.
New defenses necessary for protecting client data
From the president down, experts say data security is the responsibility of all who hold sensitive information.
Some advisers still not following social media movement
As many in the industry endorse the merits of online networks, some are bucking the trend by eschewing LinkedIn and Twitter altogether.
4 big reasons financial advisers are better than robo-advisers
It's true that robos are competitors but human advisers are still better, it's just a mater of communicating value.
