Technology
Technology
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Digital advice is vulnerable to bait-and-switch and choice manipulation schemes.
December 13 -
Advisors worried about securing client data should learn how banks are developing a protected space for internet activity.
December 13 -
The industry has resisted the SEC’s Consolidated Audit Trail surveillance system ― dubbed CAT ― in its current form based on cybersecurity concerns.
December 13 -
Broadridge Financial follows Invesco to the Canadian digital advice market.
December 13 -
The cryptocurrency attracts a generation that believes in the power of networks.
December 12 -
Here's how one firm got to 100,000 impressions and more than 1,000 clicks each month.
December 12 -
Medium-sized RIAs have few options, but the SEC’s examination priority list makes this a hot topic.
December 11 -
Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.
December 11 -
In an industry full of late adopters, being on the cutting edge can win young clients.
December 8 -
Technology is great, but communication is central to good business.
December 8 -
Some advisors are holding out in case the technology changes.
December 8 -
In the wake of the DoL fiduciary rule, documenting client profiles and recommendations boosts compliance.
December 7 -
A recent report provides insights into the regulator's concerns, that include cybersecurity, anti-money laundering and alternative investments.
December 7 -
Integration, scalability and service model are key to selecting a vendor.
December 6 -
Rising technology costs and increased fee pressure are working against the industry, research shows.
December 6 -
Three burgeoning technology movements that might catch advisors by surprise.
December 6 -
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There is nothing to be nervous about — but there is a way to do it right.
December 5 -
With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.
December 4 -
These tools help make net worth statements, five-year cash flow and asset reports more accessible.
December 4

















