What 'BYOP' Means for Advisors' Social Media Compliance
There are real benefits for advisors building a presence on social media, but real challenges, too.
Wealthfront CEO Steps Aside and Co-Founder Takes Over
Wealthfront said that Adam Nash has stepped down and been replaced by Andy Rachleff, one of the company’s co-founders.
5 Best Asset Managers for Tech-Minded Advisors
According to a report from DST kasina, less than 20% of asset managers provide the detailed performance data that 79% of advisors desire.
Riskalyze to Expand Digital Offerings With $20M Equity Investment
Riskalyze announced that it received a $20 million minority growth equity investment from FTV Capital to expand its digital offerings.
Advisor Social Media Use Grows, as Do the Different Ways It’s Used
Which platforms are used and how often depend on individual firms, advisors noted at a SIFMA forum, which could change when FINRA issues new guidance.
Morningstar Names New Tech, Data Chiefs
Chicago-based fund research firm also just added a new floor to house tech team
Future of Robo-Advice Is Bright, With a Catch: Report
Despite low barriers to entry, incumbents cast a shadow over startups.
Treasury’s Financial Crimes Unit Releases Cyber Guidance
FinCEN advisory also includes FAQ guidance on reporting of cyber-events and cyber-enabled crime.
SS&C Acquires Salentica CRM: Tech Roundup
SS&C Technologies has acquired CRM solution Salentica.
The BICE Is Not a DOL Fiduciary Get-Out-of-Jail-Free Card
Understand when you must use the best interest contract exemption under the DOL fiduciary rule — that means even you, fiduciary advisors!