Fintech

Displaying 4670 results
LinkedIn gave a firm a head start in race to land clients
YOUR PRACTICE FINTECH JUN 17, 2012
LinkedIn gave a firm a head start in race to land clients

When it comes to getting financial advisers involved in social media, Lawing Financial Inc. of Overland Park, Kan., has found that nothing succeeds like success.

YOUR PRACTICE FINTECH JUN 17, 2012
Cloud version of Junxure on the way

Kitces: Social media as drip marketing for financial planners
YOUR PRACTICE FINTECH JUN 13, 2012
Kitces: Social media as drip marketing for financial planners

YOUR PRACTICE OPINION JUN 13, 2012
The financial adviser's quick guide to social media archiving

Social media is an incredibly fun and effective way to engage with millions of people online. Along with the excitement, however, is the perceived buzz kill—FINRA and SEC compliance standards.

YOUR PRACTICE RIAS JUN 13, 2012
Clients want tech - but advisers still stalling

Clients want better technology — even if advisers don't think so
YOUR PRACTICE FINTECH JUN 11, 2012
Clients want better technology — even if advisers don't think so

Pershing data shows that vast majority of customers want better online tools but few advisers have glommed on; 'a big gap'

Deepak Chopra on social media: Tune in or drop out
YOUR PRACTICE FINTECH JUN 08, 2012
Deepak Chopra on social media: Tune in or drop out

Mind-body expert says advisers ignore cyberchatter at their own peril

YOUR PRACTICE FINTECH JUN 07, 2012
Seven steps to effective use of Facebook

Advisers feeling more pressure to manage risk, communicate
YOUR PRACTICE FINTECH JUN 07, 2012
Advisers feeling more pressure to manage risk, communicate

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently...

YOUR PRACTICE FINTECH JUN 07, 2012
Forget the slideshow: There's only one reason advisers need social media

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes.

YOUR PRACTICE FINTECH JUN 07, 2012
Using social media to expand a practice

YOUR PRACTICE RETIREMENT PLANNING JUN 06, 2012
Planning ahead for digital remains

YOUR PRACTICE FINTECH JUN 05, 2012
Adviser pricing transparency is coming

YOUR PRACTICE RIAS JUN 01, 2012
Client churn a royal pain? Seek a niche

Affinity practice best bet to retain book of business; whole lot of jumping going on

YOUR PRACTICE FINTECH MAY 31, 2012
Advisor Access announced by Raymond James

YOUR PRACTICE FINTECH MAY 31, 2012
Certivox PrivateSky: The shape of secure messaging systems to come?

Blame game on after Facebook faceplant
YOUR PRACTICE FINTECH MAY 30, 2012
Blame game on after Facebook faceplant

Fingers pointed at Morgan Stanley, Nasdaq -- and social networking company's top execs; owners got theirs

Easy come, easy go as Zuckerberg drops off rich list
YOUR PRACTICE FINTECH MAY 29, 2012
Easy come, easy go as Zuckerberg drops off rich list

Facebook CEO worth $19.4B on day of IPO; now down to $14.7B

YOUR PRACTICE FINTECH MAY 27, 2012
An apple for the adviser: Making your iPad perform

Smarsh unveils archiving product
YOUR PRACTICE FINTECH MAY 27, 2012
Smarsh unveils archiving product