Advisory firms are using secure BYOD software as use of personal smartphones and tablets grows.
As it pursues a series of broker-dealer acquisitions, RCS Capital Corp. has signed on with smart-data technology startup Vestorly in a digital-marketing deal designed to connect brokers with client prospects.
Has LinkedIn changed recruiting at advisory firms? Openings that firms had previously hired third-party recruiters to fill are now routinely posted on LinkedIn, and large companies employ in-house recruiters who scour LinkedIn for candidates.
Making free but valuable content available to potential prospects is the key, panel says
Phil Cunningham joins firm that is behind NaviPlan and NaviPro.
United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.
After complaints, the consumer-facing website reverses course by letting advisers claim and maintain their profile at no charge.
LPL service will allow retirement plan sponsors to shed participants who can't be located or who are nonresponsive.
FMB Wealth Management is offering entrepreneurs a crowdfunding platform that provides access to big-money accredited investors whose deep pockets can make a difference for startups.
