Raymond James Names New Head of Financial Institutions Group
The group has 725 independent advisors based in more than 200 banks and credit unions.
Senate Votes to Torpedo FCC Broadband Privacy Rule
If the privacy rule is repealed, Verizon, Comcast and AT&T could continue tracking and sharing people’s browsing and app activity without permission.
Today’s Advisor CRM: Not Your Father’s Rolodex
CRM is among the must underappreciated, and most important, advisor technologies.
6 Guidelines for Building a Client-Friendly Financial App
The Center for Financial Services Innovation has partnered with Google Play to release a guide for firms building their own fintech app.
On Cybersecurity, Clients Have a Lot to Learn
Your clients are getting the message that they need secure passwords and that public Wi-Fi isn’t necessarily safe, but that's about all they know.
March Madness: How to Move Your Value Prop to a Higher Bracket
Your real competition isn’t the market, it’s other advisors, including those pesky robo-advisors. Here are five ways get into the advisor Final Four.
Two in Five Americans Say They’ll Need $1M to Retire
A new survey finds our expectations at odds with the financial reality of today’s retirees.
Goldman Sachs Set to Hire Developer for New Robo-Advisor
Automated platform to serve wealthy clients, a job posting shows; the platform would be part of the investment management division.
Advisor or Adviser? It’s More Than Semantics
Suppose I called myself a “docter,” and opened a medical clinic? Or a "lawyor," and started pounding out wills for people?
How Not to Behave With Bulls. Literally.
State Street’s “Fearless Girl” statue: Good art, fine intentions, misdirected message.