Are You Happy With Your IT Support?
Whether you do IT support in house or outsource it, there are best practices that you should follow and common pitfalls to avoid.
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.
What RIAs Get Out of Outsourcing
“Processing data is a lot like taking out the trash — it’s something most advisors feel comfortable letting go of," AllBackoffice's CEO says.
Motif Launches Products to Help Advisors Compete With Robo-Advisors
A “robo-advisor is a robo-allocator, they don’t really give advice," says Motif's Hardeep Walia.
What Stock Picker’s Market?
Trading results for the past five years reveal an important lesson for investors and their advisors.
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers Tips
M*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
Emerging Markets Clamor for Cheap Smartphones
Telecom investors might want to pay close attention to smartphone makers with low-end prices in mind.
15 Most Generous American Donors in 2013
The Chronicle of Philanthropy’s annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
What the Facebook-WhatsApp Deal Means for Advisors
In the new world order driven by technology, advisors and broker-dealers have to adapt quickly to keep up with clients — and rivals, experts say.
2 Easy Ways for Advisors to Be More Persuasive
Plus a bonus: a helpful tool you never knew was hidden in Microsoft Word.