Displaying 203 results
Computers and complexity
Computers are great. They are ubiquitous, affecting everything we do. They allow us to be more efficient, to multitask, to handle more complexity, but Sheryl Rowling still can't decide whether or not that's a good thing.
Reading between the data
Advisers already have the tools to gather information, they just have to learn how to use it.
5 SEO tips for financial advisers
Here are some great tips that will help your website rise to the top of the heap in Search Engine Optimization:
Are these ‘must-have’ elements on your website?
Keep it simple when establishing credibility and connecting with clients online, experts say.
Motif users can play portfolio manager<br>and earn royalties
Startup brokerage planning new online platform for advisers.
Financial technology trends advisers can’t afford to ignore
The advice game is changing. Capital is flowing to new contenders, and advisers need to pay attention to some critical macrotrends or get left behind.
Attack of the robo-advisers: Man versus machine
Countless books and movies have been written about the point at which computers shift from being our friend to becoming the enemy. Joe Duran writes that for financial advisers, the battle lines are being drawn right now.
SEC OKs use of third-party social-media endorsements
Both positive and negative reviews must be posted, commission says
Running WordPress securely
Time was when WordPress was a four-letter word in the business world. Those days are gone. Not only has the blogging platform become scaled so that it powers 22% of all websites today; it's also has a maturing ecosystem of developers and tools convenient to business needs.
Three reasons why advisers should go mobile
Schwab Advisor Services' Neesha Hathi on how advisers' need for a mobile presence has never been greater thanks to investors' easy access to a wealth of information.
Technology: Bundled, best of breed, or both?
Debate continues about whether it is best to utilize a bundled solution or choose best-of-breed technologies. Proponents of bundled solutions are attracted by the concept of a one-stop shop. Bundled solutions can offer seamless integration and one source for support. There is also the potential for cost savings when buying multiple components from one provider.
Total Rebalance Expert, Orion integrate offerings
Joint venture integrates re-balancing software with portfolio management platform
Measuring your digital presence
Gauging the value of your online presence, in particular efforts around a web site, social networking and blogging, can be a moving target. One of the top questions heard regularly is “How do I know if this is working for me?”. The answer lies in large part in analytics.
How to secure yourself online
Privacy and security are recurring and critical themes in our ever-expanding digital and social-media landscape. Addressing this topic and tasks head on will vastly increase your safety online, enabling you to engage with your clients and connections more securely, as well as boosting your compliance program even further.
Giving yourself the gift of technology
Sometimes all you need is some faithful gadgets and you do something completely irresponsible.
Can you unplug for 24 hours?
Advisers are notoriously plugged into their devices. Sheryl Rowling, for one, can't even resist Wi-Fi on a plane, so can she stay unplugged for 24 hours? Can you? Get set for the National Day of Unplugging.
Why compliance is the "Green Eggs and Ham" of financial services
Following the rules while using social media is not as hard as you think. Try it. You might like it.
Are broker-dealers about to turn the tables on social media?
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
Hearsay raises $30M in new funding
The social media management and compliance platform plans to accelerate product development
