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Technology's role in deepening adviser-client relationships
Advisers face complex challenges as they seek to build relationships with clients who increasingly rely on web-based technology in many areas of their lives. Although long-lasting relationships always depend on providing clients with effective investment services, this goal can be facilitated, or
Schorsch's RCS buys majority stake in Docupace Technologies
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.
Wealthfront has 'best shot' to remain leading digital disruptor: Forrester
Report points to low-cost online platform, Millennial market, $1 billion in AUM.
Debunking 3 big myths about robo-advisers
Cutting through major misconceptions about robo-advisers, from the name's meaning to their role in financial service
Advisers hop on mobile CRM trend
While still figuring out how to use mobility in their practices, advisers are indicating mobile CRMs are here to stay.
Is your CRM like an exercise bike?
Customer relationship management systems can be extremely valuable ... if you put them to use.
The latest data on technology at independent broker-dealers
A snapshot of tech spending and usage at IBDs
Tech employed as client service
Technology is often meant to improve efficiency, but see how one firm's focus on improving its tech has also improved client service.
Cybersecurity a major priority in independent broker-dealers' 2015 tech budgets
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
Social Security tool steps out with new version
Popular software program's improvements include the ability to compare up to four claiming strategies side-by-side.
Going paperless: Advice industry takes on challenge
In an industry notorious for documents and signatures, firms welcome chance to automate
Apple's big lesson for advisers
It's easier to sell an existing client a new product or service than it is to gain a new client.
Bears are giving up and that could be a bad sign
Breakfast with Benjamin: What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.
Apple launches iPhone 6 with mobile payment app
Apple's unveiling of new technology and services is met with a mixed response from financial advisers.
'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.