Software

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  1. Articles

    Automating better compliance to meet new SEC requirements

    Here's how to meet the regulator's cybersecurity demands to protect your client's data.

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    Finra CARDS data breach risk is real

    Potential security risk concerns over Finra's highly-debated data collection proposal are not unfounded, experts say. (See also: Finra's backers are now its critics)

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    Don't miss opportunities by thinking of tech as expense vs. investment

    When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.

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    3 due diligence steps advisers should take to avoid costly technology mistakes

    Slow down the tech selection process to thoroughly consider how new technology will work with and for your firm.

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    A 3-phase approach to making social media work for you

    Diving into social media without the right strategy could do you more harm than good.

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    Financial services apps for Apple Watch

    With Apple set to release its much-ballyhooed Apple Watch on April 24, financial services companies are scrambling to be part of the big event.

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    Is free too expensive?

    When a custodian offers you free technology, that's a good thing, right? Maybe not.

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    Sheryl Garrett, Wealthminder launch robo offering

    For $10 a month per client, advisers can access software to generate financial plans.

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    The biggest cyberthreat to a firm: Employees

    The biggest cyber threat for advisory firms may be right in the office. Experts say internal hacking is an emerging danger for advisers, and to protect client data breaches from inside, advisers need to address security issues with employees, implement stronger policies to steer away potential data

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    Schwab keeps forced cash allocation for newly announced advisers' robo

    The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. (See also: 10 top robo-advisers to watch)

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    Stronghold takes wraps off robo matchmaker

    Stronghold Financial, the advisory firm that found itself at the center of controversy last fall because of its ties to self-help guru Tony Robbins, believes its robo-matchmaking service is ready for prime time.The San Diego-based firm announced Wednesday that it is partnering with Jemstep, an

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    Orion hot and heavy for UMAs

    Orion Advisor Services, looking forward to an infusion of capital from its impending acquisition by TA Associates, has set its sight on unified managed accounts.

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    Wealth Access integrates with MoneyGuidePro

    A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.

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    Envestnet acquires tech company Upside

    Outsourced investing platform will use Upside's portal for financial planning and investment management in effort to keep advisers ahead of robo trend.

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    To improve portfolio diversification, look to technology

    Traditional, institutional, buy-and-hold asset allocation model isn't the best fit for all clients.