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10 social media do’s and don’ts for advisers
1. Do: Invest in Social Media Existing on social media is no longer an optional exercise; it’s…
FSI sets up task force to influence CARDS development
Group will advance recommendations, with a key focus on cost versus benefit.
What to do when your cloud crashes
Outages are a fact of life, but most are short-lived.
CloudStock web startup brings young investors and advisers together
New social platform uses gamification to teach Millennials about the stock market.
To master technology, hire the next gen and listen to them
ICYMI, the younger generation has the tech talents you need to make your firm last
3 major changes taking place in wealth management technology
A three-part transition from technology providers to integrated platform providers is occurring.
Cybersecurity hottest topic in compliance, survey finds
Cybersecurity is the hottest topic in compliance, according to a survey of compliance professionals. Other areas of interest include social media, valuation and allocation of fees and expenses
Data tool could help big firms take the guesswork out of target marketing
Aviso Insights' launch helps managers identify weak spots early and make course corrections.
5 ways to improve your tech evaluation process
Selecting the right technology means identifying efficiency creators and picking the necessary over the unnecessary.
Ways to get uninterrupted time through technology
Many of us fall into the trap of jumping on each communication as if waiting an hour could result in the loss of the client.
FolioDynamix wealth platform acquired in $199 million deal
Cloud tech firm Actua will acquire an approximately 97% primary equity interest.
Technology’s role in deepening adviser-client relationships
Advisers face complex challenges as they seek to build relationships with clients who increasingly…
Schorsch’s RCS buys majority stake in Docupace Technologies
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.
Will LPL’s back-office technology set a new bar for adviser productivity?
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
Wealthfront deal with 49ers is a big marketing score
Deal with the NFL franchise enhances the cachet of the fast-growing online advice upstart.
Meet the humans behind algorithmic investing
Frankenstein. Luddites. The robot apocalypse. Technology running roughshod over humans has been haunting our collective imagination for centuries.
Technology adoption to enhance the client experience
By adopting the latest technologies, advisers have the opportunity to provide an outstanding client experience, as well as…
Redtail, Morningstar announce integration deal to bring research to CRM system
Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
What to look for when pricing a CRM
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.
Advisers must move technology training to the front burner
When you put together your 2015 technology budget, be sure there's a line item in there for training.
