Online investment platforms, which for the most part offer passive investment portfolios, say their clients can handle market volatility in 2016.
Some highs and lows, swings and misses
Understanding how you work with your technology today will ensure you understand the impact of the changes you are planning.
RCS Capital Corp. is still evaluating Docupace, the SEC- and Finra- compliant paperless processing system used by its retail broker-dealer network, as RCAP prepares to file for bankruptcy.
When figuring out how to best engage with clients, age is only one factor that should be taken into consideration
Some ideas on what to send to clients, and how to do it
Wealth Management President Gregory Fleming says a digital platform could attract younger clients to the firm.
Financial professionals need not fear robo-advisers, but they can't afford to ignore them
What may happen when cybercriminals target the financial advisory industry?
Steve Dunlap takes the helm at the wealth management tech provider FolioDynamix.
Now is the time to determine marketing strategies to achieve your goals in the coming year.
Wealthbox, a client relationship management system for financial advisers, will launch its latest CRM platform to integrate widely-used Gmail accounts.
BBVA isn't the only bank with eyes on algo-driven advice, the next trend in the robo-movement.
Better client understanding of the investing process should be a boon to the client-adviser relationship.
Personal Capital, the hybrid robo-adviser with $1.5 billion in assets under management, is seeking a buyer and is in its fifth funding round, according to private equity website peHUB.
Firms need to have proper supervision over their advisers' text messaging activities as regulators pay closer attention to compliance infractions.
Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.
