Joyce Hanson

Joyce Hanson
Displaying 166 results
NEWS RIAS JUN 30, 2014
Kitces, Alan Moore to launch XY Planning Network

New network will support advisers who work with Generation X and Y clients

YOUR PRACTICE FINTECH JUN 27, 2014
Firms line up to donate software to college financial planning programs

Texas Tech University receives more than $6 million in annual software licenses for its next generation planners.

YOUR PRACTICE FINTECH JUN 20, 2014
Online rivals Betterment, LearnVest rake in $60 million of venture funding

Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising <a href=&quot;http://www.investmentnews.com/article/20140415/FREE/140419943&quot;>touches off a Twitter firestorm.</a>

YOUR PRACTICE FINTECH JUN 19, 2014
SIFMA warns investors will pay for Finra CARDS plan

SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.

YOUR PRACTICE FINTECH JUN 18, 2014
New Hearsay Social dashboard uses big data to help advisers prospect for clients

Compliant dashboard helps advisers incorporate social media into their daily work process.

NEWS RIAS JUN 17, 2014
Technology integration at custodians moving into second wave

Big Four have their own strategies for simplifying advisers' and clients' lives.

YOUR PRACTICE FINTECH JUN 16, 2014
Covestor announces 0% management fee on ETF portfolios

Passively managed portfolios of low-cost ETFs for 'core' portion of an investor's holdings.

YOUR PRACTICE FINTECH JUN 13, 2014
Hearsay Social adds content providers

Hearsay Social, a social platform for broker-dealers, adds content providers Broadridge, Life Happens, NewsCred and Trapit.

YOUR PRACTICE FINTECH JUN 13, 2014
'Man in the browser' and other cybercriminals target the unaware

From system infiltrators to social engineers, scammers seek access to advisory firms' weakest points of entry.

INVESTING ALTERNATIVES JUN 11, 2014
Tommy Belesis' hedge fund associate sues SEC

Houston radio host George Jarkesy charges the regulator denied him due process in a fraud case.