Your 10-Minute Pre-Vacation Checklist
Add these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while you’re away.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
The Perfect Sales Professional 2.0
What does the perfect sales pro look like? Bill Good updates his description thanks to reader feedback.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
Fidelity National Said in Exclusive Talks to Acquire SunGard
The current SunGard deal is valued at $8.3 billion, down from its $11 billion price tag in 2005.
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
3 Ways to Become a ‘Techno-Advisor’
Clients are embracing tools like video conferencing, online scheduling and digital estate planning — and so should advisors.
Want Video? You Should, and Fidelity Wants to Help
Advisors who use Fidelity's custody or clearing services now have access to two kinds of assistance with video-making — and marketing to new clients.
So Far, I'm a Happy Customer of Redtail
Due to my initial experience with my new CRM provider, Redtail, I'm one happy customer, but you should do a cost-benefit analysis before deciding.
Credit Suisse to Shrink Investment Bank, Focus on Wealthy
Regulatory issues continue to plague some of the bank's operations, CEO Thiam says.