Investors Flee Bubbly Valuations, Seek Value: TrimTabs
TrimTabs CEO David Santschi says investors have made a massive shift from growth to value stocks this spring, creating opportunity for traders sifting through carnage.
Is DOL Fiduciary a ‘Solution in Search of a Problem?’ Consider the Data
New study suggests that those searching for problems in 401(k) plans might need to look a little harder.
Understanding the 3.8% Net Investment Income Tax
Here are the rules and regs for this new tax, who it affects and how it works. The first of a two-part series.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 11, Big Data
To take advantage of Big Data, first know what you want to achieve, envision how your business would be different if you had the right information, and then decide on what data to track, how much of it to keep, and how it will be analyzed.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 7, Cloud-Based Computing
Moving data and software to the cloud provides many benefits for advisors and their partners, but be aware of the attendant security and compliance issues.
Niche solutions, cloud computing and growth in Asia are expected to buoy the tech space in an overall risky economy
10 Top Tech Trends for BDs: FSI OneVoice 2012
A panel of leading advisor partner technologists discussed how technology trends here already and on the horizon will affect independent broker-dealers.
Choosing a Cloud-Based Platform
All the buzz about cloud computing has many financial advisors perking up their ears and wondering how cloud computing can benefit them.
Law That Simplifies Mutual Fund Tax Rules Praised by ICI
Two days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
Laserfiche Announces Salesforce.com ECM-CRM Integration for RIAs
To help RIAs move their data systems into the world of cloud computing, enterprise content management firm Laserfiche announced a prepackaged integration with salesforce.com.