6 Steps for Advisors to Get More Clients
Eager to raise its profile as an advisor custodian, Scottrade is offering a series of workshops on business development.
Why Barry Ritholtz Went Robo
The CIO and blogger talks to ThinkAdvisor about his firm's robo-platform, Liftoff, and why he'd wish for a market crash if he were a millennial.
It’s Time to Robo-Proof Your Business Model
Planning businesses have to understand their positioning and pricing in comparison to others and how they can improve their situation.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
SS&C’s Advent Software Buy Is a Done Deal
"We bring a treasure trove of technology" to Advent's popular Black Diamond platform, SS&C CEO Bill Stone said.
NYSE Resumes Trading on Two Markets After Hours-Long Halt
The New York Stock Exchange began reopening its two equity venues that were shut down for hours Wednesday by a computer malfunction.
Regulator Slams Securities America, Advisor Over Alzheimer’s Ad
The IBD denies charges that it failed to supervise an advisor and his "grossly deceptive" radio marketing efforts in Massachussetts.
Post-Merger Tech Integration Doesn’t Have to Be Painful
Technology should not make or break a potential merger, but integration, compliance and liability issues should certainly be part of the discussions.
HD Vest on Track to Add 620 Advisors in 2015
The firm is "having a great year," CEO Roger Ochs told ThinkAdvisor.
5 Ways Social Media Can Keep You in Front of Prospects, Clients
Social media can help your firm attract and retain customers as well as create a buzz about your products and services.