Hefty prices for e-mail storage have slammed small brokerages, which say their data is being held hostage by vendors taking advantage of regulatory requirements.
Mobile applications, cloud computing, big data and integration all critical to advisers' way of doing business
Live from FSI's OneVoice 2014 Broker-Dealer Conference: Electronic signatures have started to see wider acceptance from broker-dealers, says Laser App's Powell.
NetX360 will now offer portfolio management and re-balancing solutions from Blaze Portfolio and Portfolio Pathway, as well as Laser App forms management and configuration tools. In addition, NetX360 users will have access to Ebix Smart Office CRM software via a single sign-on.
New research into the complexities of Americans' financial lives is driving Merrill Lynch Wealth Management to change the way its advisers work with clients.
Wealthbase, a new web and mobile application, connects advisers to consumers using algorithms that make matches based on expertise, location and availability. Wealthbase uses contextual links, the stock in trade of content marketers, to lead consumers from the website articles that they are reading to a live question-and-answer session with advisers.
New tools include improved daily alerts and Wade Pfau's 'safe savings rate' function.
Goals-based tech firm will run as a stand-alone company after purchase by private-equity firm.
Proposal would boost threshold for registering offerings to $50 million.
Sugar surpasses Salesforce in allowing for an adviser-tailored platform, says ProTracker's Mackensen.
