EMoney Launches Enterprise Division
EMoney Advisor has launched a new division to provide support and products specifically for enterprise clients.
Wells Fargo Gives More Details on Robo Service
The program has a minimum investment of $10,000 and a yearly cost of 50 basis points, which includes phone-based financial advisor support.
Is Your Technology Working Against You?
Technology is meant to simplify an advisor's business, but when Mike Damas set up his independent RIA firm, he found it was doing the opposite.
Lipper Names Top Fund Managers of 2017
A variety of groups top the overall categories, but two groups dominate in target date allocation.
Hearsay Launches AI-Powered Compliance Platform: Tech Roundup
Hearsay has enhanced its enterprise compliance platform to use predictive analytics to separate actual compliance risks from false alarms.
Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.
Senate Votes to Torpedo FCC Broadband Privacy Rule
If the privacy rule is repealed, Verizon, Comcast and AT&T could continue tracking and sharing people’s browsing and app activity without permission.
Today’s Advisor CRM: Not Your Father’s Rolodex
CRM tends to be the most under-appreciated technology in an advisor's toolbox despite the fact that choosing a CRM is one of the more important decisions an advisor can make.
6 Guidelines for Building a Client-Friendly Financial App
The Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
On Cybersecurity, Clients Have a Lot to Learn
Your clients are getting the message that they need secure passwords and that public Wi-Fi isn’t necessarily safe, but that's about all they know.