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Wall Street wirehouses might have the most to lose from a broad consumer move to web-based investment management services.
Two of the largest Wall Street banks — Bank of America Corp. and Wells Fargo & Co. — have been investing heavily in online platforms targeting self-directed investors.
Aaron Patzer started Mint.com as a competitor to Quicken because he used the product and got disgusted with it.
Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits,announced this week.
For clients, financial crisis provesd worth of expert financial guidance
A test drive of the latest hosting and presentation programs for Apple's ubiquitous tablet
The Samsung S III most widely used Android device, Kindle Fire remains top tablet
Why did NAPFA throw its full weight behind the CFP designation? The answer may not be as simple as you think.
It's official: NAPFA will now require all new registrants to be CFP certified. But critics say the CFP Board — and its trademarked designation — are not rigorous enough.
Likes of Facebook, Twitter, LinkedIn used for investing, adviser research.
Spooked by compliance concerns, survey finds; lack of time also cited
New platform features nonproprietary products only; still lacks customized SMAs
