A 5-Step Process to Utilize Your Existing Technology: Level 1—All in Your Head
Most advisory practices get stuck on level one of software utilization: employees figure it out on their own, and it lives in their heads.
Orion Launches Open-Source Client Portal
Orion has launched a redesigned client portal that uses open-source code so other providers can build their own pages to integrate into the site.
Fraud Prevention, Robo-Advisors and Key Takeaways: 2014 T3 Advisor Tech Conference
At T3, the custodians discussed ID theft and wire fraud, "middleware" providers were in evidence and the rise of robo-advisors was acknowledged.
The Buzz, the Cloud and Product Intros: 2014 T3 Advisor Tech Conference
We may have reached a turning point where advisor tech decisions are less about software and more about navigating a patchwork of integrations.
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.