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As e-communication channels proliferate, risk of Finra fines spikes

May 19, 2014

Advisory firms may be inadvertently creating an unceasing flow of revenue into Finra's coffers. E-messaging channels such as instant messaging, text/SMS messaging, Twitter, Facebook and LinkedIn have grown rapidly, but the proliferation of e-messaging...

'Match.com' for advisers and clients expands to San Francisco

May 16, 2014

GuideVine, a technology startup that wants to connect advisers with consumers seeking financial advice, started operations on Thursday in San Francisco after a successful New York launch in March. A prominent feature of GuideVine is video introductions...

Merrill Lynch launches technology-driven retirement tools

May 14, 2014

Merrill Lynch Wealth Management on Wednesday announced the launch of a technology-driven set of retirement tools to help advisers talk about goals-based financial planning with clients. Called Merrill Lynch Clear, the technology facilitates...

Social media is worth the time

May 14, 2014

Tired of relying solely on clients for referrals, but not sure how else to build your business? Internet-savvy advisers are increasingly kick-starting growth using social media. Three social media mavens convened Wednesday for an InvestmentNews...

Three tech tricks for functioning smoothly overseas

May 12, 2014

We have completed our first full work week in Paris. Aside from a few technology glitches, the distance issue seems to be going okay. The main issue, it seems, is discipline on my part! (Here's where the story starts: Can an adviser work remotely...

Hearsay and Actiance top Forrester's social risk and compliance product list

May 9, 2014

As the market grows for social risk and compliance technology, platforms that track and archive online communications, Hearsay Social and Actiance top Forrester Research Inc.'s list of best product providers in an extensive study of the space....

Online brokerage Motif introduces flat fees for advisers

May 8, 2014

Online brokerage startup Motif Investing Inc. announced Thursday it is introducing flat-fee pricing on its trading and re-balancing platform for advisers, now that the platform has come out of beta. “We came into the adviser space faster than...

Three reasons why advisers should go mobile

May 7, 2014

Maintaining a successful business as a registered investment adviser requires a more tightly woven combination of investment, business and client service expertise than in the past. This is partly driven by the explosion of new technology that...

Don't let disruptive technology derail your business

May 7, 2014

Wealth managers sometimes think they're immune to disruptive technology — but they're not. That's the view of Scott D. Welch, co-founder and chief investment officer for Fortigent, the outsourced performance reporting and portfolio management...

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