How Advisors Can Increase Client Referrals With Digital Infrastructure
From the advent and coming-of-age of robo-advisors to preparing for the ever-impending Department of Labor fiduciary rule, it’s been a tough few years for independent advisors.
Following WannaCry, SEC Issues Ransomware Alert
The SEC identifies three preventive measures that many firms aren't taking.
Best Firms for Self-Directed Investors: J.D. Power — 2017
More banks are moving into this space; millennials are demanding as clients and can easily jump to robos, the survey finds.
Jamie Green: The Right Man at the Right Time
The former editor never lost sight of the real goal: providing information to help independent financial advisors better serve and care for clients.
Technology Does More Than Simplify Your Business--It Helps You Work Smarter
See how firms working with Fidelity use technology to create scale, increase efficiency and grow their businesses
When Advisors Become Technology Developers
“Listening to clients is the best way to ensure that the technology we are offering is something that solves a problem or fulfills a need,” says SS&C Advent's Dave Welling.
Larry Fink — Tech Opportunist: The 2017 IA 25
The world is growing more connected — and more demanding, according to Larry Fink, CEO and chairman of BlackRock.
Focus Financial to Add $16.5B RIA
SCS Financial and its RIA have more than 80 team members and key offices in New York and Boston.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Edward Snowden Talks WannaCry Attack, Blockchain, Financial Regs
The attack is "yet another example of why stockpiling computer vulnerabilities by governments is such a problem," Snowden said.