Is Microsoft Office 365 Right for Your Firm?
The familiar tech giant may provide some overlooked efficiencies for smaller firms.
Raymond James Is Ready to Robo
The firm, which works with over 7,000 advisors, plans to launch its own robo advisor later this year.
Why FAs Do Not Prospect (and Should)
Suppose you knew, without doubt or hesitation, that each hour spent prospecting would generate at least $1,000 in recurring revenue.
Synaps Successfully Tests Blockchain Loan Servicing: Tech Roundup
Synaps Loans announced on Thursday that it has created and tested a working blockchain solution for servicing syndicated loans.
Ric Edelman: Free Trading Will Crush Commissioned Brokers
Edelman talks to ThinkAdvisor about investing in "exponential" technologies and why commission-based brokers are doomed, regardless of the fate of the DOL fiduciary rule.
Wells Fargo Brand Still Tainted, Hurting Reps & Recruiting
Tuesday's $110 million settlement over fake accounts doesn't mean the fallout for its advisors is going away anytime soon, says a top recruiter.
Rise of the Robo-Advisor Machines: Are They Really Advisors?
Computers can be cheaper, faster and more convenient, but that’s not always better. And I think most people know this.
United Capital’s FinLife Partners Reaches $3B in Less Than a Year
The wealth management operating system is an answer to consumers' desire to have digitized financial services.
Salesforce Announces AI-Driven Enhancement for CRM
Salesforce’s targeted CRM for financial services firms has new artificial intelligence and natural language processing capabilities.
EMoney Launches Enterprise Division
EMoney Advisor has launched a new division to provide support and products specifically for enterprise clients.