Most broker-dealers and compliance departments are terrified of social media, but advisors cannot afford to be, Matthew Halloran a practice management coach at Peak Advisor Alliance said during the company’s Excell Meeting.

In the perpetual race to keep advisors well equipped, efficient and loyal, Cetera Financial Group has just launched a technology platform for its investment adviser representatives.

The chip-equipment giant makes the largest acquisition in company history to get its foot in the door of a highly specialized and fast-growing segment of the chip industry.

Advisers want technology that will give them a comprehensive view of a household’s assets so that they can rebalance and deliver goals-based guidance more effectively. On Thursday, Fiserv, Inc., of Brookfield, Wis., announced a plan to deliver such a solution.

For many advisors, your personal or company website is the core of your web marketing efforts. It's no surprise, then, that advisors are starting to think about how to better utilize their website to both serve their existing clients and develop new business.

Even the most useful banking apps won't get as much play as Angry Birds. But bankers can learn from popular games and use similar technology as part of their customer interactions.

BB&T became the latest bank to roll out a new mobile banking application, giving business and consumer customers the ability to check balances and pay bills from their Android-powered smartphones and tablet PCs.

Over the next few weeks B of A plans to roll out revised versions of smartphone apps, with more of a focus on under-the-hood improvements than on flashy new features.

After years of incredible growth in sales, earnings and market cap, Google's first-quarter earnings miss and spike in operating expenses has unnerved some analysts and investors.

The Web-based analytical tool allows advisors to compare more than 10,000 mutual funds and ETFs in 60 different categories and formats to help them pick and choose the products that will best meet their clients' individual investment needs.

When it comes to social media most advisors will tell you “my clients don’t do that”. On the surface, this seems reasonable. However, if you have clients who work in corporate America, all bets are off.

The insurer signed a 5-year deal with IBM to transition its virtual desktop cloud environment to IBM's Smart Business Desktop Cloud solution.

Insurers may learn from how banks are addressing the fallout from the Epsilon data breach.

The Global Transaction Services unit of Citigroup Tuesday rolled out OTC Derivatives Service, which consolidates and streamlines the confirmation, settlement, valuation, collateral management, and margin management involved after a trade is executed. The system handles both middle- and back-office functions.

A survey of 15 top U.S. banks and credit unions found when it comes to mobile payments, most are content to sit on the sidelines and see how this emerging technology platform plays out rather than take a leadership role that companies from other industries have quickly assumed.

But only 34% have a dedicated budget.

Here is a rundown of five potential pitfalls in cost-basis reporting which Wolters Kluwer Financial Services says brokerage firms, mutual fund companies, transfer agents and even corporations should watch out for as the tax season for securities reporting peaks.

Investors in externally managed and sub-advised accounts could save about $1 billion a year in commissions paid to brokerage firms by their fund managers. So says UAT, a Denver-based technology firm specializing in the externally managed and subadvised industry. Incumbent commission management firms disagree.

While tens of thousands of independent financial advisors looking to build their brand and their book of business are just now warming to social media, most are still reluctant to jump in with both feet due to compliance and regulatory issues set forth by FINRA, the SEC and FSA, most of which deal with archiving and recalling all correspondence to protect investors.

LinkedIn is a powerful networking tool that can have a significant impact on your bottom line.