Technology
Technology
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Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.
March 30 -
No online lenders are approved for the agency's traditional programs, but they could make loans under the COVID-19 stimulus package if they get special approval.
March 26 -
The problem was from a bug related to an external software provider.
March 26 -
For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.
March 26 -
The fintech giant fattened its war chest with a $40 million investment.
March 26 -
The perennial contender won the top spot in J.D. Power’s annual survey as the coronavirus makes brand and advisor trust even more important to the industry.
March 26 -
The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.
March 24 -
Wealth management firms will retain employees when they offer flexibility, not just one-off perks.
March 24 -
Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.
March 20 -
Before you do anything else, make sure your practice is optimized for a remote-office situation. Are there compliance standards you need to meet?
March 18 -
COVID-19 is bringing business to PayPal, Blend, Symphony and others as homebound consumers and commercial clients seek more electronic services. But demand could cool if the economy slows further.
March 18 -
For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.
March 17 -
The affected system is typically used to process algorithmic trades from hedge funds and decides how and when to send trade requests to different venues.
March 17 -
The tumult is the latest example of the pressures that the firm faces as an upstart in the hyper-competitive and tightly regulated brokerage business.
March 16 -
Financial advisor Alex Chalekian started out his career with a mentor “who was not the nicest person.” Ever since, he has wanted to serve as a resource to fellow planners, he explains in an episode of Financial Planning’s Invest Podcast.
March 12 -
Financial institutions need to alert customers about emails or websites that pretend to offer important COVID-19 information but instead could end up stealing their account numbers or logins.
March 11 -
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Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.
March 5 -
Finally, I was able to talk openly about how financial services can be more inclusive of women and people of color. But did I have to leave to do so?
March 4 -
RIAs already on the platform can stick with the old pricing model or transition to the new one.
March 4
















