Securities America Wraps Up $2.5B Insurance Acquisition
The latest deal brings the IBD to more than 200 advisors and an OSJ that sells variable insurance products.
My Advisor Technology Integration Plans for 2015
The larger an advisory practice becomes, the more important it is to integrate technology. Here's how I hope to progress next year.
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
An enhanced software program helps reps process more client information so they can grow their practices.
3 Cool Tech Products for Advisors at T3
T3 conference features new releases and tech upgrades from eMoney, Advizr and more.
Coaches Corner: 3 Ways to Avoid Social Media’s Time Suck When Prospecting
How to keep your social media prospecting from becoming just one more distraction
What’s Your Client’s ROI? New Tech Tool Adds up the Score
Redtail, ActiFi, Riskalyze and Securities Service Network partnership uses advisor data to determine client profitability.
Beating Robos at Their Own Game: Advisors Fight Back
The robo-advisor threat to human advisors is real, so it’s time for traditional advisory firms to join the digital revolution, say financial technology experts.
First Cybersecurity ETF Launches
New cybersecurity ETF joins other recent emerging growth technology ETFs investing in cloud computing, social media and robotics.
10 Best Investing Sites for Mobile Users: 2014
What’s better, a mobile app or a mobile-optimized website? While most prefer the former, improved mobile sites are beginning to blur that distinction.
Orion Integrates Data Aggregator Quovo as T3 Tech Conference Kicks Off
The deal will bring aggregated data from thousands of financial institutions to a leading portfolio trading and rebalancing system.