New Scottrade Tool Will Comb Social Media for Market Movers
Scottrade has partnered with social media analytics company Contix to track social media posts as a way for traders to identify financial events early.
Best Finance Tweets: Party Conventions, July 2016
Fear and balloons take the national stage. Meanwhile, Motley Fool columnist Morgan Housel puts it all in perspective.
What DOL Fiduciary Rule Means for Your Digital Marketing
You can tap into investors' desire for an advisor who puts their interests first through your marketing.
RIAs Don’t Want a Traditional Wholesaler Relationship. Try ‘Robo-Wholesaling’
RIAs have significantly less interest than other advisors in marketing and sales support from traditional wholesalers, according to Practical Perspectives.
Broker-Dealers Embrace DOL's Best Interest Contract Exemption
Several insurance carriers have indicated they will attempt to comply with the DOL’s best interest contract exemption rather than exiting certain lines of business.
Why Advisors Should Care Who Clients Follow on Twitter
Investors following social media can quickly form opinions that lead to actions that might not necessarily be to their advantage.
White House Issues Policy Directive on Cyber Coordination
Wall Street trade groups applaud White House directive on cybersecurity as furthering coordination between government and the private sector in preventing cyberattacks.
Are Biometrics Coming to Financial Firms?
Biometric security protocols are widely used in the consumer market but have been slow to take root in the financial world.
Fidelity Unleashes Robo Platform, Fidelity Go, for Retail Investors
The new Fidelity Go platform may be a robo-offering, but the portfolios are managed by humans, not algorithms.
The Evolution of Data Reporting
Technology has democratized data reporting, shifting the burden to the entire firm.