Stock Picking Goes Social as Stockr, aSpark Debut
By Joyce HansonCompliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.
September 13, 2012
MarketCounsel Sells MailBanc Messaging Unit to Global RelayThe summit features a "whos who" of leading RIA firms and industry personalities.
September 13, 2012
Forget Commoditized Investment Advice, Says United Capital’s DuranWhen Joe Duran mentions big ideas, he means it, something he implored attendees of MarketCounsels Member Summit 2012 to leave with and implement in their own practices.
September 13, 2012
Majority of Public Doesn’t Know RIA Model Exists: Advizent’s GoldmanCount on Charles Goldman to give it to you straight. The information he delivered made it abundantly clear why branding is so important.
September 11, 2012
Pershing Democratizes Managed Accounts With NetX360 Tech UpgradePershing Managed Account Solutions' Steve Dunlap says Pershing's NetX360 technology platform has helped bring managed accounts to the mass market.
September 11, 2012
Top RIAs Identify 4 Most Critical Challenges for AdvisorsIf you, the advisor, are the core value of your business, it will be worth little when you try to sell. The Alliance for RIAs addresses this issue and three other areas of concern in maintaining value and relevance as an independent.
September 11, 2012
Vanguard’s Bogle to SEC’s Schapiro: Include Institutional Advisors in Fiduciary RuleIn the debate over how to shape a fiduciary mandate for brokers, Vanguard founder John Bogle says that the SEC should include in its rule advisors to registered investment companies, which have been ignored.
September 11, 2012
The Top Wealth Managers 2012 Profiles: No. 5—Central Registered Investment AdvisorsAt No. 5 on the list of Top Wealth Managers: Central Registered Investment Advisors, providing a level of comfort for its client base.