Firm Valuation: There’s a Web App for That
CoreValue founder and CEO Chuck Richards says many advisors struggle when trying to do a quick and painless valuation.
New Widget Makes Donor-Advised Fund Giving Easier
A group of donor-advised fund sponsors and nonprofit groups have developed a widget designed to help nonprofits simplify charitable giving and tap into DAFs.
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.
Merrill Lynch Pushing More Online Content Via Flipboard
Bank of America wants its advisors to connect to clients and prospects on mobile devices as much as possible