NASAA report on hidden and complicated fee disclosures sparks drive for simple, uniform language.
Popular customer relationship manager plans to launch a new user interface in the fourth quarter.
Sophisticated advisers may need lots of bells and whistles, but those just starting out can get by with a bare-bones version.
Apple's unveiling of new technology and services is met with a mixed response from financial advisers.
Leading trends include greater use of compliance software, a re-balancing response to robo advisers and figuring out mobile.
Startup captures data to provide insights into customer habits.
New technologies are being developed to make advisers more competitive with personal financial management websites such as Personal Capital and Mint.com.
Merrill Lynch Clear uses iPad apps to encourage goals-based conversations between advisers and clients.
Software companies offer products to help advisers meet intense regulatory demands.
While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.
