Technology
Technology
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Jim Rohr says cybersecurity is one of the biggest issues banks face. The frequent distributed denial-of-service-attacks on banks' web servers that have occurred since September are doing more than disrupting service.
April 26 -
Financial services firms and advisors are relying on new technology and enhanced training to to take a more holistic financial planning approach with clients.
April 25 -
We have the opportunity to think beyond tweeting and posting about how this will fundamentally change products in this industry, said Augie Ray, director of social media strategy for Prudential Financial. Its not just about getting content out we certainly have to do that too but there are a lot of changes coming in the next five years.
April 25 -
The Financial Industry Regulatory Authority has temporarily withdrawn a controversial proposal to require advisors, brokers and firms to incorporate links to the BrokerCheck database when they post content to social media sites.
April 24 -
Consumer advocate Jennifer Openshaw is launching a new company that offers advisors a platform in which to build social media communities, with some compliance features built in.
April 24 -
Fidelity says the new desktop will enable the anywhere advisor."
April 24 -
Kasinas new social media report ranks Vanguard, Sun Life, iShares, Putnam and Franklin Templeton Investments as the top five asset managers for social media practices.
April 24 -
A flood of traffic took down Charles Schwab & Co.s website late Tuesday.
April 24 -
In March, Financial Planning Magazine launched a series of 30 tips to help advisors make better use of social media . We took that list and selected 15 of the best that you could apply to your own practice.
April 23 -
With a changing (and aging) membership, the Financial Planning Association is focusing on ways to remain as relevant as possible in a digital era.
April 22 -
Succession planning, regulatory and technological issues will be the main focus for Raymond James Financial Services over the next year, according to Scott Curtis, the firm's president.
April 22 -
As people and businesses all over consider their impact on the earth, Financial Planning has compiled some tips for eco-conscious advisors. In celebration of Earth Day we talked with industry experts about the ways advisors can build a greener practice.
April 22 -
As people and businesses all over consider their impact on the earth, Financial Planning has compiled some tips for eco-conscious advisors. In celebration of Earth Day we talked with industry experts about the ways advisors can build a greener practice.
April 22 -
To build online influence in the age of social media, you must build a powerful online presence and consistently publish your thought leadership insights through a professional blog site, says Stephanie Sammons, founder of Wired Advisor, a company that helps advisors set up search engine optimized blogs.
April 15 -
The federal regulator published a guidance update to clarify what mutual funds and other investment advisors can say on their social media sites (and things have become much more social.)
April 15 -
The platform upgrade features advanced trading and modeling capabilities, enhanced user interfaces, and improved model data reporting, as a result of heightened demand for holistic advice and operational efficiencies in managed accounts.
April 10 -
What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.
April 9 -
Here are some great tips that will help your financail advisory website rise to the top of the heap in search engine optimization.
April 9 -
Just 34% of advisors believe that social media is a "wise use" of asset managers' time and resources and just over half (53%) feel that asset management firms are "smart to explore" social media.
April 9 -
Want proof that advisors need to be engaging with social media? Consider the SECs decision this week to let publicly traded companies make material corporate announcements on sites like Facebook and Twitter.
April 3

