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New LinkedIn tool could help advisers with marketing, compliance
An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.
New, easy and free technology to figure out capital gains distributions
Online database makes avoiding complicated tax savings a thing of the past.
Cybersecurity a major priority in independent broker-dealers’ 2015 tech budgets
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
Some advisers moving to mobile payment systems to bill clients
As more Americans demand online billing, some advisers are kicking the tires of mobile payment systems such as PayPal and finding benefits and drawbacks.
Fidelity researchers dive into virtual reality with StockCity
Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.
Schwab tells advisers its online advice platform won’t be a threat to RIA biz
Charles Schwab & Co. defended its move to introduce its own online advice platform at the Schwab IMPACT conference in Denver Wednesday. The retail offering is due next quarter, the adviser version in the second quarter.
Finra survey shows investors want more regulatory protection
They're willing to pay a little extra for it, too.
Five tax moves made easier with technology
Software can make these labor-intensive strategies a breeze.
When slow Internet happens to fast people
Blogger goes where life is slow and the Internet is slower.
How advisers can get the most out of video
In the past few years, online video has become an entrenched part of the marketing landscape. In January,…
Ready for prime time: Advisers get into launching their own video series
As video grows in popularity, advisers are using it as a new way to reach clients and prospects.
LPL advisers’ commissions land in their bank accounts one day late
As processing error delays commissions by a day, president Robert Moore moves to reassure advisers.
Robos need to get on the ball
The article in InvestmentNews last week, “Robo-advisers say they aren’t worried about Schwab,” certainly was curious. One of…
Why advisers are worried about eMoney’s acquisition by Fidelity
Deal stirs concerns that Fidelity may cut off other custodian's access to popular software.
Using technology to change clients who don’t want to know anything
Three steps to take to help clients understand their financial situation and investment strategy options.
Investors betting on tech
Friday's Breakfast with Benjamin: Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.
Republicans could push for quicker rate hike
Breakfast with Benjamin: Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.
Charles Schwab’s robo-adviser ups the pressure on adviser fee structures
Advisers charging AUM fees while offering garden-variety investment management services need to reassess their business model and determine what else of value they can provide
Charles Schwab to launch free ‘robo’-adviser next quarter
Launching its own online advice platform, Charles Schwab is aiming to make low-cost, web-based advice even cheaper, but some industry watchers say it could rankle advisers who keep assets with the custodian.
Ron Carson’s business is a highflier
Rigorous use of data keeps firm on top
