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The latest data on technology at independent broker-dealers
A snapshot of tech spending and usage at IBDs
Are you managing your online presence?
A simple web search will reveal a lot about you, so take care to keep a positive profile.
'Don't fight the Fed' was never more true
Tuesday's Breakfast with Benjamin menu includes: It's true: Don't fight the Fed. Also: Alibaba mania is here and so is Apple's big day; Wells Fargo faces possible Finra action and about that Home Depot data breach.
How to mobilize your practice
Mobile readiness may sound like something other companies have to deal with. However, the days of being mobile-friendly as an option are over.What exactly is mobile readiness? For our purposes here, it's the ability for visitors to your website to enjoy the same experience and content regardless of
How to track your social media
Financial services companies have come to understand that if they want to stay competitive in a digital age, social media must be a strategic part of their overall marketing plan.
11 slides prove the demand for financial advice isn't going away
The top-level results from an InvestmentNews Research study show that despite changes in client service needs, demand for advisers should remain strong.
Don't embarrass Grandma – or your clients
Maintain strict security policies on company cloud files – and no naked selfies, please
10 social media do's and don'ts for advisers
1. Do: Invest in Social MediaExisting on social media is no longer an optional exercise; it's a requirement to legitimatize your firm in the digital world. As financial services social media guru Michael Kitces says, “I am not giving anyone my life savings before I type their name into Google to
Google ups the ante on mobile office app providers
Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets from Apple Insider. Google on Monday released presentation app Slides alongside updates to existing iOS apps Docs and Sheets, offering a free Web-connected alternative to similar productivity suites from Microsoft and
CloudStock web startup brings young investors and advisers together
New social platform uses gamification to teach Millennials about the stock market.
Will LPL's back-office technology set a new bar for adviser productivity?
Plus the latest on LPL's new collaboration with Redtail Technology, Laser App software sees continued growth and more.
Delaware becomes first state to enact digital assets law
New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.
Hearsay Social lets advisers pay to spread Facebook posts
Advisers on social-networking platform Hearsay can now use new a feature that allows them to distribute promo posts on Facebook. But they have to pay.
3 questions advisers should ask themselves before buying new technology
You hear it everywhere. Technology is evolving rapidly and to stay ahead you must jump in or your business will stumble. It's true that technology available for advisers today can make an incredible difference in their businesses — from creating a paperless office using straight-through processing
Finect falters as Openshaw assumes leadership of Financial Women's Association
Struggling adviser social network will focus its efforts on growth in Europe.