Total Rebalance Expert on Friday announced the acquisition of PowerAdvisor's portfolio management software suite from Cornerstone Revolutions. The combination of Total Rebalance's portfolio rebalancing platform with PowerAdvisor's system will create a complete portfolio management solution for registered investment advisers, Total Rebalance chief executive Sheryl Rowling said.
Advisers who can show how they can make a person's financial life easier — without coming off as condescending — will find an enthusiastic audience in Generation Y women, experts said.
'Critically important' for the industry to better educate students on value of career in advice.
Knowing the levels of advancement to come helps younger recruits plan their futures.
What seasoned veterans can do to prop up the industry and ensure their own firm's continuance.
Shares of Twitter surged 73% in their debut, the biggest IPO opening pop since 2007. Part of that was by design as management and bankers took the lessons of Facebook's botched IPO to heart. What's in store for the stock now?
Even the most seasoned veterans of the T3 technology conference can feel swamped with information after a full day of thought-provoking interactions.
An insider's highlights from networking, vendor educational sessions and exhibits.
Zywave splits in two, with insurance unit going to a new private-equity owner as financial advisory unit changes name to Advicent.
From analytics to zettabytes, big data is overtaking tech platforms in the financial services industry.
The expanded reach of social media makes it that much riskier when used in a business setting where key information can easily get leaked.
Has the financial advisory industry disenfranchised women because they are expected to emulate male stereotypes?
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
Goldman Sachs, along with the investment-banking divisions of six of its biggest U.S. and European rivals, allocated a collective 39% of revenue for compensation in the first nine months, down from 42% a year earlier and the 50% some firms earmarked before the financial crisis. Goldman Sachs's 41% ratio so far this year is its lowest nine-month figure as a public company.
Bond giant Pacific Investment Management Co. has hired a new global head of equities, replacing Neel Kashkari, who left the company at the beginning of the year to pursue a political career.
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.
