Top-performing firms more likely to hire third-parties to handle some tech functions
Advisers using short video clips to "show clients you are human."
Finra yanks proposal that would have required reps to post link to database on their web sites, social media pages
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
Sadly, a good -- and noble -- idea gets shot down
After several years of heavy cost cutting by advisory organizations, a small majority of 331 independent advisers surveyed by <i>InvestmentNews</i> — including both broker-dealers and registered investment advisers — plan to spend more on technology this year than last.
Providers make use of micro-booths to demo for advisers
BrightScope's new Advisor Pages allows reps and planners to connect with potentially vast numbers of prospective clients. It also highlights rules infractions and formal complaints lodged against advisers.
The online investing and information sharing site has also improved its account opening process and made it simpler for asset managers to sync shared portfolios.
New! The adviser's first stop for technology news and information.
Rather than having users select between choices such as people, companies or groups when searching, the site now combines combines the results.
