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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.
Ritholtz Wealth Management launches robo platform
Digital startup Upside powers Barry Ritholtz and Josh Brown's new platform for emerging investors
Sallie Krawcheck: Don’t underestimate robo-advisers
Sallie Krawcheck says online advice industry is filling a gap in the marketplace.
Insurance not the cybersecurity answer
Education, technology and policies are key to online fraud prevention, experts say
Have protocols in place to secure access to client data
When it comes to the client data for which you're responsible, protecting clients' privacy and finances must come first.
Adviser technology is about more than dollars
How do you view technology? Is it one of those things you know you need to run your…
This ain’t no Fantasyland: Tales from T3
Amid red-eyed financial geeks, our intrepid reporter spots a theme: The robo-adviser threat.
Hedge fund managers testing the social media waters
Lifted advertising ban and pressure from liquid alts drive secretive managers into the open.
UBS renews push to increase advisers’ hedge fund use
The wirehouse plans tools to explain the risks and benefits of hedge fund strategies to advisers whose allocations have been low.
Look beyond adviser-focused technology to improve productivity
A whole world of options lie outside industry-specific apps, including these three tools.
Orion hot and heavy for UMAs
Orion Advisor Services, looking forward to an infusion of capital from its impending acquisition by TA Associates, has set its sight on unified managed accounts.
Fidelity combines clearing and custody units, creates tech division
Former custody chief Durbin to run new Fidelity Wealth Technologies unit.
Betterment raises $60 million in new venture capital
PE firm increases investment in robo-adviser to nearly $105 million.
CLS Investments, Riskalyze launch robo exclusively for advisers
Latest entrant seeks to combine investment, risk technology and human advice, but it's not free.
eMoney to collaborate with 28 companies on new platform
emX Select aims for healthy competition among vendors, and better integration.
Taxes might not be the main reason U.S. companies are relocating overseas
Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.
How will LPL’s new tech platform measure up against the competition?
Questions remain about whether ClientWorks will be on par with other third-party open architecture platforms for advisers.
