Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.
Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.
An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.
Online database makes avoiding complicated tax savings a thing of the past.
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
As more Americans demand online billing, some advisers are kicking the tires of mobile payment systems such as PayPal and finding benefits and drawbacks.
Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.
Charles Schwab & Co. defended its move to introduce its own online advice platform at the Schwab IMPACT conference in Denver Wednesday. The retail offering is due next quarter, the adviser version in the second quarter.
They're willing to pay a little extra for it, too.
Software can make these labor-intensive strategies a breeze.
Blogger goes where life is slow and the Internet is slower.
As video grows in popularity, advisers are using it as a new way to reach clients and prospects.
As processing error delays commissions by a day, president Robert Moore moves to reassure advisers.
Deal stirs concerns that Fidelity may cut off other custodian's access to popular software.
Three steps to take to help clients understand their financial situation and investment strategy options.
Friday's <i>Breakfast with Benjamin:</i> Money flowing to technology but record highs mask weakness. Plus: Eaton Vance's big news; BofA's big loss; Home Depot's big data breach; and dreaming big, big, big.
<I>Breakfast with Benjamin:</i> Quicker rate hike ahead? Plus: Top Republicans set agenda; greed, fear and fund flows; family offices riding growth of ultrawealthy; Schwab says its robo is no threat; and eating well after work.
