Cetera Appoints New Information Officer
Cetera has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business.
Envestnet | Tamarac Adds Single-Sign-On for TD Ameritrade Institutional Users
The enhanced integration gives advisors easier access to data.
Strong Corporate Profits to ‘Gather Momentum’ in Second Half
Economic growth will be driven by strong profits and pro-growth moves in Washington, BofA's Chris Hyzy says.
Orion Integrates With Web Form Provider
To keep up with the onboarding experience offered by robo-advisors, Orion is integrating with form automation provider Quik to streamline custodial and custom form processing.
Will the Solar Eclipse Darken Financial Markets, Too?
Research shows daylight saving time can impact the markets, but the potential impact of an eclipse is less clear.
Advicent Integrates With Envestnet
Advicent is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform.
Ric Edelman: Advisors’ Biggest Tech Threat Isn’t Robos
The technology with the most radical impact on advisors’ businesses is something they may know little or nothing about, Ric Edelman tells ThinkAdvisor.
Do Your Clients Have Unreported Bitcoin Gains?
The IRS isn’t going to ignore property gains just because they only exist online.
Bitcoin Fork Sparks Optimism, but New Currency Has Skeptics
"A fork is a beautiful thing," one tech executive says of the cryptocurrency's recent split. But the new Bitcoin Cash could struggle to gain traction.
Would-Be Marijuana Investors, Look Past the Plant
Investing in industries connected to cannabis can help investors who want to enter this growing market but are queasy about the mixed legal status.