Social Security May Extend Spousal Benefits to Gay Couples
Attorneys in federal suits seeking benefits say the SSA will provide retroactive benefits to the spouses, widows or widowers of same-sex partners.
AUM or Flat Fees? Start and End With Your Clients’ Needs
Once you’ve determined who your target clients are and what services you will provide, decide how to charge them based on their needs, not yours.
When Managing Trading Data, Ditch the Spreadsheet
As technology has made trading more advanced, it’s also put more pressure on firms to manage and store all that data.
How Mature Is Your Firm's Social Media Strategy?
Hearsay Social's new Social Business Maturity Model lets firms benchmark themselves against others using seven factors.
RIAs Are Least Dependent on Value-Add Support: Survey
The fastest growing segment of the financial advisor market is also the segment least dependent on outside support from asset managers, insurance companies and BDs.
Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
LPL Grabs Wells Fargo Advisors’ Tech Chief
Anthony Perkins is tapped to be the IBD's head of technology product development.
Advisors Messing Up on Making Millennials Their Clients, Advisors Say
Fifty-six percent of advisors in Hartford Funds’ Advisor Anxiety Survey said they did less to attract millennials than they did to attract other groups.
Lesson Learned: One New Piece of Tech at a Time
Goal: Add software to become more efficient. Challenge: Adding more than one at a time can slow you down.
Orion Advisor Services Integrates With Advizr to Streamline Processes
Orion’s portfolio accounting software will feed directly into Advizr’s streamlined financial planning application