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Social Security planning comes to the workplace
Social Security planning has taken a giant step into the workplace, and retirement planning may never be the same. Mary Beth Franklin calls the addition of claiming strategies to retirement income tools a possible game changer.
Digitally disconnect? Advisers can’t find the time
But there are broader implications of not allowing for down time.
Predictive technology taps into big data to help advisers connect with potential clients
Software companies are helping advisers get better at connecting with prospects by using predictive technology.
Advisers worry about high-speed trading backlash from clients after Michael Lewis contention that markets are ‘rigged’
“60 Minutes” segment, new book fuel concern that jittery investors will become even more skeptical.
Workflow platform could revolutionize the way advisers use technology
On this week's broadcast, learn about new technology offerings from two of the top institutional custodians, a bold new workflow platform launches with the potential to revolutionize the way you use technology, and a new app is introduced to fill your prospecting funnel with qualified leads.
How far should you go to show off your personality online?
Best adviser videos, photos and posts exhibit the human side to stand apart from the competition.
How inStream’s business model pivot will affect adviser tech spending
Plus tech experts on the trends that are sure to affect all advisory businesses, and how some new integrations can provide marketing resources to grow online audiences
Does increased technology usage boost advisers’ bottom lines?
This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of…
SEC searches for role in battling cyber threats
Primary risk for wealth managers is when a hacker poses as a client and manipulates accounts.
Easing the burden of password management
Cloud software helps advisers keep track of the minutiae.
Cybersecurity threats to financial firms on the upswing in 2014
As cybercriminals and hacktivists get smarter, midtier wealth managers face greater risks.
Tips for avoiding cyberattacks
Consultant Bill Winterberg and RIA April Rudin offer advice on how to protect your firm from hack attacks and cyberfrauds.
The value of Twitter
Breakfast with Benjamin The (awesome) value of Twitter. Plus: J.D. Power's annual survey of advisers' job satisfaction, mid-year stock review, yes, ETF cost matters, bringing back volatility, and a car maker returns.
Pershing digs into its big data plate to find securities to lend
Custodian's “Lending Ball” tech tool finds matches for securities lending.
As e-communication channels proliferate, risk of Finra fines spikes
Smarsh survey finds 88% of firms issue mobile devices to employees who use them to IM, text and tweet.
Hearsay and Actiance top Forrester’s social risk and compliance product list
'Near ubiquitous' social-media use drives growth in a nascent market, research firm reports
After troubled start, Morgan Stanley tech platform stabilized
CIO Chris Randazzo says 3D has 'turned the corner,' while upgrade continues
Hashtags #useful in social media
Hashtags are a great way to rev up your media game and take advantage of the tremendous opportunities…
Use surveys to build stronger client relationships
A quick questionnaire can let you know how you can improve and shows clients you care.
FSI gives revised Finra BrokerCheck link rule the thumbs down
In a new comment letter, the industry group contends that the rule would create undue regulatory costs.
