Technology
Technology
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The most common question from advisors about social media used to be Should I bother? Now that regulators and compliance departments have provided at least some guidance, the more common questions from advisors involve how to use social media effectively without it becoming a huge time vortex.
June 14 -
Associated Bank plans to use analytics so it can make more appropriate sales pitches and help business clients better manage their affairs.
June 14 -
Advisors with at least some technology integration can perform a whole lot better than RIAs with none, according to a report from Aite Group, the Boston-based research and consulting company.
June 13 -
Regulators are focusing attention on ensuring community banks have proper security systems in place in the wake of a string of cyberattacks on megabanks.
June 13 -
Fidelity Institutional Wealth Services introduced a platform that it hopes will make mergers and acquisitions easier for registered investments advisors.
June 11 -
Regulators have formed a working group to enhance coordination between federal and state banking agencies on cybersecurity.
June 7 -
Could cyberattacks bring down the U.S. financial network? Not only is it possible, its already happened to major contributing institutions. Tim McSherry write that, while the motivation behind these attacks are intriguing, what to do about them is more important to address.
June 6 -
A recent study conducted by Bill Fearnley, Jr., for Celent, a research and consulting firm that focuses on the use of information technology in the financial services industry, found that apps are gaining momentum in the sector.
June 5 -
When advisors are ready to transition to a new custodian or broker-dealer, how do they transfer and seamlessly integrate client records into the new firms system?
June 5 -
Apps are growing increasingly common among financial planners as a way to remain top-of-mind with clients. Still, some firms have not embraced the technology as quickly as others. The sooner firms roll out their apps the better, because as more employ the technology, the competitive advantage it offers diminishes.
June 4 -
Nomura Securities has begun using a mobile application for asset managers from Nomura Research Institute.
June 4 -
So called value-add programs and tools from vendors are getting the attention of financial advisors and influencing their behavior, according to a new study, but still leave much to be desired.
June 3 -
How to innovate when you're in a large, matrixed institution? "Hackathons" are part of the answer for Hari Gopalkrishnan, who leads retail mobile app development at Bank of America Merrill Lynch.
June 3 -
Could cyberattacks bring down the U.S. financial network? Chuck Hagel thinks it's possible. Shielding the U.S. against the destructive potential of digital threats is among the top priorities for the nation, the Defense Secretary said.
June 3 -
Build a sharp online presence and social media strategy to help interact with clients.
June 1 -
A veteran equities analyst has created an iPad app for financial professionals that offers detailed stock and sector ratings.
June 1 -
The U.S. crackdown on Liberty Reserve is stoking fears that the government may effectively cut off digital currencies like Bitcoin as banks sever ties with businesses in this growing field.
May 30 -
The threat of cyberattack is an increasingly hot topic in Washington, but political interest alone appears unlikely to provide enough momentum to get cybersecurity legislation supported by banks passed this year.
May 29 -
Advisors have heard the message loud and clear: Mobile matters. But for all but the most technology savvy advisors, coming up with a mobile app for clients is no easy matter. Here's what you need to know before launching that essential app.
May 28 -
Gathering traction on social media can be difficult, especially on Facebook. But James Maendel of Maendel Wealth has found a strategy that works with a little time and a lot of focus. Check out his strategies for success.
May 28
