Social media site seeks $1.4 billion in biggest web offering since Facebook.
Advisers must protect themselves and their clients of more than just phishing scams
Sheryl Rowling says her computer is both her best friend and her worst enemy. She is beginning to feel that way about Wi-Fi on a plane.
We all want to give exceptional client service.Unfortunately, the belief that superior service must include instant access can be detrimental to both you and your clients.
kasina released its annual ranking of fund providers that it says offer the most engaging and substantive web experience for advisers.
Has technology robbed you of your free time? Maybe it's time to pare down and at least limit the tech tools you take on vacation.
Tradeweb deal will combine technology and services from BondDesk and Tradeweb Retail to create a rebranded Tradeweb Direct retail fixed-income division.
What separates most advisory firms from one another is not someone's investment prowess but rather their ability to serve their clients. To do that effectively, we sometimes have to “unscale” our business.
By 2020, the majority of wealth management will probably still involve real, live wealth managers, but the rise of the "robo-advisers" continues. Are you ready?
Technology has vastly improved transactions in our industry, but JP Nicols says we also need it to improve relationships.
Microsoft has released its first major update for Windows 8 with a slew of fixes intended to improve features and address many usability issues and concerns with the original release. Is it time to make a change?
The financial industry has a tendency to blame mainstream media for hyping financial news, and yet, is guilty of the same crime where social media is concerned, according to Robert Sofia of Platinum Strategies
Here are three ways to deal with the ever-expanding mountain of electronic mail.
For advisers with first or second generation models, more speed, more power.
Three ways oXYGen Financial has used the platform.
Despite the growing success of the social-media site, most advisers' profiles are stuck in the 1980s. Check out three ideas from Ted Jenkin that will boost your connections right away.
