<i>InvestmentNews</i> hangs out with IT experts to talk about the Heartbleed bug, regulation and other cyberconcerns
More investors over 50 are firing their advisers and managing their own finances through online platforms, as the myth of tech-illiterate old-timers is debunked.
Newly integrated platform includes reporting tools and data management services.
The 1040 Analyst tech tool matches individual client data to tax-advantaged financial strategies.
A British neuroscientist lays out the risks of spending too much time in a digital world
Using gamification can help further conversations.
Adviser feedback results in improvements to the app, including secure messaging.
The startup's latest debut follows a successful New York launch
Actiance, Erado, Global Relay, Hearsay Social, Smarsh and Socialware join new program.
Finding in-person meetings more of an onus than a bonus, more investors over 50 are firing their advisers and managing their own finances through online platforms.
