Envestnet to Buy Yodlee for $660M
This deal will give the wealth-platform provider a data aggregator with a popular financial website.
RBC Slashes Expenses on 4 Mutual Funds in Bid to Attract Advisors
Under RBC Global’s Cornerstone Investor program, funds’ expenses will be cut 39%-44%; select advisors who invest minimum of $10 million will get institutional-level services.
The Advisor’s Journey to CRM Success, Pt. 1: Mapping It Out
In the first post of our series, we map out the steps to choosing and implementing a new CRM system.
Finding Your Niche: It’s Not Just for Californians Anymore
Many of the most successful advisory firms I know were built around what the advisors liked to do and the kind of clients they wanted.
Financial Services Groups Push Cybersecurity Bill
The bill could be brought to the Senate floor for a vote by Thursday, but critics call the bill a threat to privacy.
FINRA BrokerCheck Plan Gets More Flak
The IBD lobby wants clarity for indie reps, while NASAA wants the rule to include email signatures.
Best Finance Tweets of the Month: July 2015
From United Airlines to China to Greece, July was a wild ride for the Twitterverse.
Your 10-Minute Pre-Vacation Checklist
Add these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while you’re away.
11 Tips for Effective Cybersecurity
Protecting clients’ data and assets is crucial, and advisory firms are ripe for cyberattacks. Follow these tips to help prepare for a data breach.
The Perfect Sales Professional 2.0
What does the perfect sales pro look like? Bill Good updates his description thanks to reader feedback.