RCAP’s Crowdfunding Site: A Smart Move?
Chairman Nicholas Schorsch says the crowdfunding site should bring RCS Capital advisors more business. Industry experts like Mark Elzweig are optimistic.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
BestBequest: Because You Can't Take Your Passwords With You
BestBequest is a way to make client data accessible to a trusted person in case of emergency.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.
What It Takes for a Rookie Advisor to Survive, Part 2
More in Bill Good's series on how a rookie advisor can make it, from cold calling insights to prospect management.
Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to Know
Financial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients’ assets and information.
Warren Buffett’s Huge Pile of Cash
When Buffett sits on more than $50 billion, it's time to worry about corporate America's enormous cash pile, Leonid Bershidsky says on Bloomberg View.
‘Robin Hood’ of Fees Takes Aim at 401(k)s
Clients worried about hidden fees in retirement accounts might want to investigate FeeX, a service that helps users understand what they're paying.
3 Sentences That Explain Investing
While the market is still moving along swimmingly, here are three sentences to help ground advisors in reality.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.