The firm has promoted Vin Campagnoli to chief information officer as it looks to continue expanding its platforms.

What if you could outsource all of the burdensome administrative tasks and focus on growing your bottom line? Convergent Wealth Advisors has introduced a program with that in mind.

You don’t slack off when you meet clients or prospects in person, so don’t do it online. Invest the resources necessary to polish your profile.

Now that you’ve decided which social platform you want to try, you’d better check in with compliance before you start using it.

Social media is an enormous opportunity, but it also presents some distinct challenges when it comes to compliance. Here's a quick guide, and a five-point compliance checklist.

What will the next big legislation look like? We asked academics, analysts and former top regulators to weigh in.

When it comes to social media, advisors shouldn't try using every platform all at once. Instead, start with just one -- whether Facebook, LinkedIn, or Twitter.

LPL is launching a new online tool that it says will let its advisors offer offer better visibility to plan sponsors and the millions of LPL clients who are invested in 401(k)s.

On the heels of getting recognized for its social media marketing content, Regions Bank dishes on what material has worked best for it and what it plans to do next in the socialsphere.

When it comes to social media, most advisors concentrate on LinkedIn for network building and Twitter for following the conversations. Facebook was not a priority, but that may be about to change.

Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering.

Most advisors thinks they know everything they need to know about social media, but how saavy are you? Take this quiz and find out.

Motif Investing, the Silicon Valley-based online brokerage firm that pioneered ideas-based investing, launched a new class of products that will allow RIAs to construct their own collection of stocks or ETFs online, and receive a royalty whenever people buy them, according to a statement.

“Investors can find their account balances anywhere,” said Kevin Crowe, head of solutions for SEI Advisor Network. “We found they want their advisors’ technology to help identify clients’ goals, create plans, and show what progress is being made towards meeting those goals.”

Everything financial advisors wanted to know about LinkedIn, but were afraid to ask.

Twitter is arguably the Internet’s most powerful tool for conducting real-time conversations online. Here are a few reasons to consider using Twitter, and how to make it work in your practice.

Mobility would significantly improve customer interactions, 84% of those surveyed said, and 83% said the technology would significantly affect their business.

Search engine optimization is more than just an industry buzzword. Knowing a little bit about SEO can help financial advisors get the most of their website.

It is vitally important to give clients a technology experience that communicates your message, extends your brand, and makes your firm easy to access, according to Jon Reiners of Orion.

The CFP Board has redesigned two of its websites to enhance navigational features and functionality across different mobile platforms.