Technology
Technology
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Umpqua CEO Raymond Davis expects banks to focus on customer service and building smaller branches in the years to come.
May 22 -
Hackers backed by China's military appear to have resumed a campaign of cyberattacks on U.S. businesses. The targets, which in previous attacks included financial firms, are thought to remain the same.
May 21 -
A great wealth transfer may indeed be looming, but advisory firm executives are still focusing their creative energy on their boomer (and older) clients.
May 20 -
Fidelity Investments has rolled out a smartphone application for NetBenefits 401(k) plan participants.
May 20 -
Using social media is clearly possible -- some advisors have had great success with it -- and theres no doubt that compliance is in some ways getting easier. Yet compliance is still widely regarded as a major hurdle.
May 17 -
How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.
May 14 -
Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients.
May 9 -
Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice.
May 9 -
Which financial institutions "get" LinkedIn? Jennifer Grazel, the social media networks global head of category development - financial services, offers up several examples.
May 9 -
The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets.
May 7 -
Twitter just turned seven, Facebook nine and LinkedIn 10. Thats old in Internet years. So whats taking the finance industry so long to join the party?
May 6 -
For all the hype surrounding social media sites as the next great marketing channel for advisors, a panel of industry leaders warned that the jury is still out on what role tools like Facebook and Twitter will ultimately play in financial-services firms.
May 6 -
The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago.
May 6 -
When you think about apps that help you as a financial professional, your first thought may be about tools like stock market apps. These are useful, but not life-changing. Blogger Craig Faulkner offers three apps that will help every advisor build a stronger practice.
May 3 -
Putnam Investments has some advice on what not to say on Twitter to avoid regulatory scrutiny.
May 3 -
The human side of financial planning has been somewhat overlooked among some advisors who have tended to limit their interactions with clients to providing financial advice. The high-touch approach could become a "growing market niche" for advisors.
May 3 -
Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.
May 1 -
Software makers Geezeo and Access Softek are teaming to offer money management tools that banks can deliver to customers via smartphones and other mobile devices.
April 29 -
Schwabs CEO Walt Bettinger sent clients a letter apologizing for the inconvenience caused by the companys website outage Tuesday.
April 26 -
Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go.
April 26