by
Ted Knutson
Merrill Lynch is expanding its Merrill Edge online workforce by adding 100 financial advisors each to its Jacksonville, Fla., and Chandler, Ariz., hubs.
by
Joel Bruckenstein
ElevateCDS, a firm that provides data storage for RIAs, blamed Amazon for losing some client data.
by FA Staff
Robert MacDonald, former global chief marketing officer of 3M, has joined the firm’s board of directors.
by FA Staff
LPL Financial today announced the firm has reached $50 billion in total RIA assets under custody, doubling its total as of the end of May 2012.
by FA Staff
LPL Financial’s Institution Services platform will provide wealth management support and retirement planning services to a prominent California credit union.
by FA Staff
Independent RIA practices with some degree of technology integration earn approximately 20 percent more in annual income than RIA practices with no technology integration, according to a white paper...
by
Joel Bruckenstein
InvestCloud and Lightport are planning a merger that will result in better cloud-based options for asset managers and investment advisors.
by Cornelia Kiley
How can advisors leverage social media to build their businesses?
by Joel Bruckenstein
Fidelity’s new virtual desktop allows advisors to access
more applications than most others.
by FA Staff
The Insights app is designed to give advisors the ability to customize market data and topics and share the information with clients in an interactive format, according to the firm.
by FA Staff
An overwhelming majority of advisors expect 2013 to be a better business year than 2012, according to an SEI survey released Tuesday.
by FA Staff
LPL Financial today apologized for its "lapse of oversight" for 35 e-mail system failures that led to a $7.5 million fine imposed by Finra and a $1...
by Katherine Calvert
Here are some social media uses and strategies that may significantly benefit your advisory business.
by
Joel Bruckenstein
Schwab Intelligent Technologies (SPT) announced today that OpenView MarketSquare and PortfolioCenter Hosted have now gone live.
by Thomas Kostigen
Technology has driven interest in impact investments by raising their profile.
Jackson National Life Insurance Company has launched two new online resources that are central to its educational strategy.
According to Cogent Research, younger Americans are sharing more of the wealth.
by
Ted Knutson
The Municipal Securities Rulemaking Board is introducing initial offering price and yields for new issues on its Electronic Municipal Market Access Web site.
by
Joel Bruckenstein
The custodian says its new workstation is for the "anywhere advisor," who can be anywhere, anytime and access all Fidelity's business tools from a Web browser.
by FA Staff
Today’s fast-paced society makes it hard for a majority of Americans to stick to long-term goals, including financial planning, says a new study by the Northwestern Mutual Life Insurance Company.
