RCS Snaps Up Majority Share of Docupace
The broker-dealer giant has acquired a 51% interest in electronic services firm Docupace Technologies.
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"We want to focus on what advisors can do to prepare for the next generation or two," says NAPFA chair Robert Gerstemeier. more »
TD Ameritrade's online hub will offer information and action alerts to advisors as lawmakers and regulators weigh hot-button issues. more »
Less than 1% of young people say they want financial services providers to contact them through social media, according to new research by BNY Mellon. more »
While Envestnet is a leader in turnkey platform services for advisors, observers say the company still faces a host of challenges and needs someone whom RIAs can relate to in the trenches. more »
"Our industry is at the early stages of disruption by robo advisors. It's not a question of if this will happen but when and how much," says planner and industry consultant Deborah Fox. Here are three upgrades advisors need now. more »
For some advisors, a virtual office model offers advantages other than a reduction in costs. more »
Achieving these three goals can help advisors meet their firms' ultimate growth objectives, an online marketing exec tells advisors. more »
"Emails are a great way to share news but not a great way to have a conversation," a document management specialist tells advisors. more »
In client communications, wealth management professionals should be careful about using personal information and other data that could strike clients as "creepy," a new report finds. more »
From client interfaces to integration and digital signature, here's what's on tap at the four major RIA custodial firms. more »
Michelle Smith explains the advantage of specializing in divorce planning. more »
Like a few other banks with similar initiatives, Wells Fargo is not counting on a financial return for its new accelerator program. Rather, it's looking for more intangible benefits. more »
Deutsche Bank has hired two executives to oversee technology and operations. more »
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