The Succession Planning Mirage, and the Alternative
Few advisors have made actual succession plans, but there might be a very good reason for this.
Why the JPMorgan Data Breach Should Freak You Out
In summary: If even JPMorgan isn't safe, no one is.
Wealthy Investors Worry About Digital Security but Fail to Protect Assets
Investors are concerned about protecting both their financial data and their online reputations, a study found.
Liftoff! Joshua Brown on Ritholtz’s New Advice Platform
In an interview with the Abnormal Returns blog, CEO Joshua Brown discusses why the "war" between human and robo-advisors is overhyped.
Advisors Should Use Social Media Despite Hurdles: IRI
Companies whose CEOs and executives post and tweet are more likely to be successful, according to Sarah Pedersen, managing director at Hearsay Social.
30 Best iPad Apps for Financial Advisors
Here are advisors' favorite apps for networking, productivity, travel and more, according to ClientWise and its readers.
How 3 Advisors Handle Social Media Compliance
At FSI's FA Summit, three financial advisors discussed their social media best practices and how they each handle social media compliance.
A New Way to Bid for the 401(k)
The onerous requirements of soliciting retirement plan gigs with Morgan Stanley led Ariana Amplo to launch an eRFP matching plan sponsors with advisors.
SEC Charges Marketing Company With International Ponzi Scheme
An international pyramid scheme raised more than $129 million worldwide, the SEC said, charging two execs with fraud.
A 5-Step Process to Utilize Your Existing Technology: Level 5—Cross Application Automation
In your practice, how to reap the benefits of cross application workflow automation.