Cybersecurity and Serving Clients: 2017 Broker-Dealers of the Year
At the 2017 Broker-Dealers of the Year roundtable in Chicago, the discussion turned to cybersecurity and what firms can do to protect themselves when their biggest risk is something they can’t control: clients.
BizEquity, WSJ Pro Partner on Valuation Tool
Advisors will have a new tool to determine value of client businesses.
RIA in a Box Launches New Regtech Software
RIA in a Box announced Tuesday that it has released new employee trade monitoring software as part of its MyRIACompliance tool.
Betterment Adds 2,500 Accounts With Uber Partnership
Since announcing a partnership with Uber last year, Betterment has added 2,500 new users, Bloomberg BNA reported.
Post-Harvey, How Broker-Dealers Are Supporting Their Advisors
We talked with some of our 2017 Broker-Dealers of the Year to learn how they’re helping their advisors affected by Harvey.
For Hurricane-Battered Advisors, Planning Is Key
Byron Ellis of United Capital knows a thing or two about dealing with tropical storms: He's been through four or five of them.
How to Spot a Harvey Scam
Scammers prey on the good will of people concerned about those affected by Hurricane Harvey. Meanwhile, industry organizations are helping people affected by the storm.
Personal Capital Hits $5B Milestone
The hybrid digital advice provider has added $2 billion in the last year.
Envestnet | Tamarac App Now Available on Salesforce
The Tamarac app available on the exchange will help advisors integrate client, household and account data from its portfolio management software.
Advicent Introduces New APIs to Narrator Platform
Advicent has updated its Narrator Connect API platform with several new APIs for enterprise firms.