Top Portfolio Products: iShares Introduces Currency-Hedged ETFs
WisdomTree launches floating-rate Treasury ETF, while Direxion rolls out an MLP high-income product.
‘Widgetization’ Is Next Level of Tech Integration: Finance Logix
Too many advisors are still unaware of what tech can do for them. Oleg Tishkevich is here to help.
Orion Advisor Services Releases New Prospecting App
The Discover app is meant for mobile devices and can be embedded on any website.
New Hire Roundup: FINRA Names Keenan, Weddle New Board Members
This week in news hires, FINRA appoints new board members; Gene Tannenbaum was named managing director of Lincoln Financial Advisors; American Century Investments promoted Chris Krantz and Jeff Bourke.
Secrets to Building a Top ETF Firm
What does a world-class ETF investment advisory practice look like? Four leading advisors share their success stories about their ETF businesses.
Securities America Forms Arbor Point Venture for Hybrid Advisors
The independent broker-dealer is working with NorthStar Financial on the venture, which offers reps a choice of custodial firms.
ETFs Got You Down? AdvisorIQ Is Here to Help
New platform from CLS Investments provides industry insight, trends and profiles of successful ETF advisors.
Impressions From T3 Conference: The Future Is Bright, Part 2
Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.
Impressions From T3 Conference: The Future Is Bright, Part 1
Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 4: Integrated Workstation
Significant investments are being made by large financial institutions and niche software providers for the sole purpose of allowing advisors to plug-and-play different software solutions into “their” advisor workstations.