For the past decade, many players in the portfolio management and reporting industry have believed in the notion that one size fits all
With half the world seeming to watch the other half through Skype and other online video tools, you would think that I would have no trouble finding financial advisers who use video conferencing effectively in their practices.
Connecting with clients and prospects on an emotional level — not merely meeting with them — is more important than ever
Although its wirehouse rivals are keeping their electronic drawbridges closed to social media, Morgan Stanley Smith Barney LLC last week became the first major Wall Street firm to allow its financial advisers to use popular networking websites
Growth-at-a-reasonable-price investment strategy up 14.5% for Brian Lazorishak so far this year
Turnkey technology and wealth management provider Envestnet Inc has entered into an agreement to acquire the U.S.-based portion of FundQuest Inc. from BNP Paribas Investment Partners for $24.4 million in cash for all outstanding shares of the firm.
The following is an edited transcript of the webcast “Key Findings of the <i>InvestmentNews</i> RIA Technology Study,” which was held May 5
BrightScope Inc. has launched a free online service that will allow investors to look up financial advisers
Given the welter of compliance issues that they face, financial advisers remain understandably cautious about using social media.
Advent Software Inc.'s announced $73 million deal for Black Diamond Performance Reporting LLC is the biggest news in portfolio management and performance reporting in years
Financial advisers and broker-dealers apparently aren't sitting on the sidelines waiting for Finra and the SEC to figure out how the financial advisory industry should use social networking
Do you suffer from compliance anxiety? No need to fear: Actiance Socialite is her
BrightScope Inc.'s new free website, which allows investors to look up financial advisers, already has sparked controversy
Clients in less-populated areas will be left to get their advise from talking heads
Hosted software specialist to add social networking capabilities to its offerings; Chatter up
Top-performing adivsory firms tend to employ fewer staff members, keep a lid on salaries and are more productive — largely as a result of wringing every bit of efficiency out of their technology, according to <i>InvestmentNews'</i> RIA Technology Study, to be published later this month
