Best Finance Tweets of the Month: July 2015
From United Airlines to China to Greece, July was a wild ride for the Twitterverse.
11 Tips for Effective Cybersecurity
With major data breaches making headlines on a near-weekly basis, many in the securities industry have wisely begun to focus on developing an effective approach to cybersecurity.
Your 10-Minute Pre-Vacation Checklist
August has arrived!
The Perfect Sales Professional 2.0
Your survey answers help Bill Good update the ideal of sales perfection.
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.