2015 Tax Cheat Sheet for Advisors and Their Clients
For tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
A Different Take on the Invasion of the Robo-Advisors
Beyond the hype, what are the investment approaches held by the biggest online advice providers, and which human advisors stand to lose?
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.
Strategies for Serving Clients Online
Online service is crucial for next-generation HNWs. Instead of swinging for a home run in virtual strategy, here are some singles and doubles to hit.
Stock Picking Goes Social as Stockr, aSpark Debut
Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.
Recently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.
Tax Filing? There’s An App for That
TurboTax maker Intuit releases smart phone filing capability.
It's Time to Provoke Your Clients
Don't hide from your clients in the worst economic downturn since the Great Depression -- provoke them! That's the advice of Philip Lay, co-founder and managing...
Getting It Together
Online account aggregation, the process of collecting positions, balances, and transactions from Web sites and online sources for multiple accounts, and presenting the combined statement...
THE GLUCK REPORT, Part I: Enter the Giant
In what could emerge as a pivotal development in the evolution of the independent advisor segment of the financial services industry, Intuit is launching a...