Top 12 Tech Trends Impacting Advisors: Mary Meeker
Analyst Mary Meeker draws attention to everything from social media to cybersecurity in her latest talk.
6 Top Mobile Websites for Investors: Dalbar
Investors who can't get needed information on their phones may decamp to rival firms. Here are six financial firms with a standout mobile experience.
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
Pershing to Launch NetX360 Mobile Update at Insite
Pershing leverages the deep, $2 billion pockets of its BNY Mellon parent in a way that many competitors can’t match.
Despite Higher Taxes, Affluent Americans Will Continue to Spend
A new study adds fuel to the fire over the impact of higher taxes on discretionary spending.
Top 10 Tech Trends for Advisors and Their Partners: The Roundup
The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.
Top 10 Technology Trends for Advisors and Their Partners, Pt. 3: Mobility
Within five years, every advisor and institution will need to have a credible mobile offering or risk becoming irrelevant.
Study Finds Jump in Advisors’ Use of Social Media on the Go
The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.
Putnam Offers Shareholders Smartphone Statement Access
Putnam Investments announced Wednesday that shareholders can now use their mobile devices to access their quarterly statements and other data on its website through the use of smartphone tags.
Top Portfolio Products: Global X Partners With Dorsey Wright; Hartford Grows Annuity Business
Broadridge releases mobile ProxyVote platform for Canadian shareholders; Assurity Life adds e-signature, new product.