College Football Championship Puts Raymond James in Spotlight
The financial firm has a 12-year sponsorship contract for Tampa's stadium, where Clemson defeated Alabama.
Former Investors Cap CEO Resurfaces After a Costly Lesson
The former head of Investors Capital is relaunching his career after apparently losing money in the sale of his company to RCS Capital.
AI, Machine Learning Not Ready for Financial Firms
Artificial intelligence and machine learning are still a couple of years away from being really useful in financial planning.
FINRA’s Top 5 Exam Priorities for 2017
Advisors and broker-dealers have just received a “cheat sheet” of sorts from FINRA.
How to Add a Robo Without Cannibalizing Human Advice: Cerulli
The latest Cerulli report raises the questions that traditional advisory firms should answer before embarking on a robo offering.
Wells Fargo Advisors’ Digital Drive
Devon McConnell, head of digital for the wirehouse, shares details on the firm’s developing strategy.
New York Pushes Back Cybersecurity Mandate by 2 Months
The state's financial services department says it is retaining the general parameters of its requirements, despite negative comments.
Facebook Launches Business-Focused Platform
Fans of Facebook – and there are more than a billion of them – now have a near mirror-image of the social network they can use for their business.
4 Reasons Best-in-Breed Tech Is Best Bet for Advisors
In the hyper-competitive financial services industry, firms and advisors alike are eager for any way to get a leg up on the competition.
US Companies Face European, Homegrown Cybersecurity Challenges in 2017
Now more than ever is the time for U.S. companies to prepare, through education and legal technology resources, for the seismic privacy and data security changes that are expected in 2017 and beyond.