Fintech

Displaying 4670 results
YOUR PRACTICE FINTECH JAN 20, 2014
Defeating robo-advisers will take more than a pulse

At this week's T3 conference, digital disruption evoked both fear and complacency. The mere fact that you're human being isn't a sustainable competitive advantage. But that's not the whole story. Can robo-advisers be defeated, and should they be?

YOUR PRACTICE FINTECH JAN 19, 2014
Seizing opportunities in social media

YOUR PRACTICE FINTECH JAN 16, 2014
Don't blanch: Social networks can be good for your company

Enterprise social networks can be used in myriad ways. By fostering communications and easing knowledge sharing, they ultimately can boost productivity and profitability. And that's a good thing.

YOUR PRACTICE FINTECH JAN 16, 2014
Facebook's five-star ratings: The end of business pages for advisers?

Should you be nervous about the social media giant's new rating system that allows users to evaluate your business? In a word, yes.

YOUR PRACTICE FINTECH JAN 16, 2014
Defend your online reputation before it's too late

One black mark can cause problems so lay the foundation now to prevent trouble later.

YOUR PRACTICE FINTECH JAN 14, 2014
IBM's Watson makes the jump from Jeopardy to financial planning

Supercomputer can sort through vast amounts of information, giving advisers more time with clients.

YOUR PRACTICE RIAS JAN 14, 2014
LPL's Casady on tech, a bank and regulators

LPL's chief executive discusses where the firm stands in key areas such as launching a bank, its technology and regulation. <b>Also: <a href=&quot;http://www.investmentnews.com/article/20130819/FREE/130819915&quot;>Read more about LPL's tech advances.</a></b>

YOUR PRACTICE FINTECH JAN 14, 2014
LPL kicks off major tech upgrades, cuts prices

LPL Financial sets major upgrades to its technology platform, ranging from mobile access to website branding, and portfolio re-balancing and trading. Good news for advisers: the firm cut prices.

YOUR PRACTICE FINTECH JAN 12, 2014
5 social media trends to look out for in 2014

YOUR PRACTICE FINTECH JAN 10, 2014
Promising new products that could enhance adviser productivity

YOUR PRACTICE RIAS JAN 09, 2014
Technology blueprint for a typical RIA firm

The types of applications most commonly used by advisers

YOUR PRACTICE FINTECH JAN 09, 2014
Free web version of iRebal due out this summer

YOUR PRACTICE RIAS JAN 09, 2014
TD 2013 Live! Coming from TD: iDon'tPay for iRebal

Free web-based version of popular program due out this summer

Advicent hires CEO
YOUR PRACTICE FINTECH JAN 08, 2014
Advicent hires CEO

Phil Cunningham joins firm that is behind NaviPlan and NaviPro.

YOUR PRACTICE FINTECH JAN 07, 2014
Using technology to build the best portfolio

Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.

YOUR PRACTICE FINTECH JAN 06, 2014
CleverDome uses insider's view to build software for indie brokers

United Planners Financial Services, an independent broker-dealer, is in the early-launch phase of a document management software venture called Cleverdome. The venture offers two middleware solutions, Media Integrated View Unification and Source of Accurate Record, which allow brokers to view and manage documents in the cloud.

YOUR PRACTICE FINTECH JAN 06, 2014
Want a glimpse inside an advisory firm? Check out its technology

Understanding someone's technology explains more about their business than AUM ever could.

YOUR PRACTICE FINTECH JAN 03, 2014
Are your presentations boring?

Jazz up plain-vanilla PowerPoint slides with video, graphics.

YOUR PRACTICE FINTECH DEC 31, 2013
NextGen: Computers, cellphones and calculators

Computers and the internet have changed everything, not only for us but for the &#8220;NextGen&#8221; as well.

YOUR PRACTICE FINTECH DEC 19, 2013
Why social media won't work for you

Whether it's the time you spend or the content you post, you need to think long and hard before jumping in.