How Advisors Should Explore the Social Media Universe
The digital parallel world opens a new frontier of financial marketing and communication
TD Ameritrade’s Apple Watch App Puts Markets On Your Wrist
TD Ameritrade Mobile's new app lets clients view their customized watch lists, stock summary and major indexes on the Apple Watch.
Krawcheck: Want to Shrink Your Business? Ignore Women
“The retirement crisis is a women's crisis,” Sallie Krawcheck says, as some 80% of men die married, and 80% of women die single.
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the Robots
The platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
6 Social Media Strategies for Advisors
Not sure how to get started on social media? Overwhelmed by the options or the perceived time soak? Help is here.
Schwab Unleashes RIA Robo-Beast
Custodian’s institutional robo-advisor offering serves as “entry point” for “GenNow” clients, says Bernie Clark; 4% cash holding still required.
My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
Asset Managers: Want to Win Advisors’ Business? Show Them Your App
Advisors exposed to asset managers’ mobile apps, websites and webinars were more likely to consider working with those firms, a Cogent report found.
Luring Millennials Is a Waste, Take 2: Serving the Children of Clients Makes Sense
It seems pretty clear that millennial clients are not going to fit into the AUM fee business model of many independent advisors. However...
House Introduces Internet Sales Tax Bill
NAREIT’s president and CEO says House bill "would create a more level playing field on which all retailers may compete."