Advisers using the portfolio management application can now have SPT host and maintain it for them
Vast storehouse of Twitter and Facebook knowledge on tap; 'it's the world young people live in'
Cogent study finds mass affluent wants info on products, services, markets via social media.
Angie Herbers lays out different roles a recruit might fill, and the means to grow within them.
Release of new content management and collaboration service accompanied by centralized location for third-party software development.
Firm launches beta program of features tailored specifically for those who want to build their own motifs
Online broker Motif Investing launches features that empower users to formulate their own mix of securities.
Denial-of-service attack did not impact customer accounts or data, firm says.
A random meeting at the Envestnet | Tamarac confab leads to an interesting discussion about investing, trading and being proactive. Davis D. Janowski explains.
The typically staid NAPFA kicked off its spring conference -- held this year in Las Vegas -- with glitz worthy of The Strip. Mark Schoeff Jr. offers some details.
Recruiting slows for LPL, Raymond James in otherwise solid quarter as reps and advisers stay put to keep focus on clients amid stock market rally.
Offering will include office productivity applications in addition to the firm's WealthCentral platform.
CFP Board pulling together panel to look at challenges women planners face
At minimum, every advisor should have a personalized, written emergency continuity plan in place. And the best, most complete solution is a funded continuity and succession plan backed by emergency on-site support in the event of a challenge to business continuity.
