Wedbush Switches to Hearsay Social Platform
The broker-dealer, which has about 400 advisors, has been active in the social media space for more than two years.
Top 7 Tech Trends for Advisors in 2013
Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.
Junxure CRM Announces TD Ameritrade Veo Integration
Technology and practice management consulting firm Junxure announced on Tuesday that it has integrated with Veo, TD Ameritrade Institutional’s comprehensive trading and account management platform.
Top 10 Technology Trends for Advisors and Their Partners: Pt. 9, Social Media
Advisors can, and are, using social media for serious business purposes. Here’s how to take advantage of the benefits of social media, and how to avoid its dangers.
3 Steps for Adequately Insuring HNW Clients’ Art Collections
Don’t scream if your high-net-worth clients' fine art collections are underinsured; manage and maintain coverage by following these steps.
Your Silver Bullet
At a gathering of the Young Turks of technology, the excitement over integration (yes, integration) was palpable.
Building Trust With Tech
Frank Maiorano’s vision for clearing and custodial firm Trust Company of America includes a cutting-edge push into tablet technology.
New Apps Show iPad’s Growing Influence
Announcements from Advisor Software and Pacific Life highlight mobile technology’s increasing influence on the way advisors do business.
At FPA San Diego, Technology Roundtable Says Integration Has Arrived
Integration was the topic of discussion at an exclusive AdvisorOne roundtable discussion of technology executives at FPA’s annual conference in San Diego.