FinTech

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What Are You Doing?

by David Lawrence

Ask yourself three key questions to find out how to improve your business.

MS Office In The Clouds

by Joel P. Bruckenstein

Office 365 is still in its infancy, but it could be an attractive option for financial advisory firms of all sizes.

Is Google+ Really A Plus?

by Michael W. Byrnes Jr.

Insights on using the newest social network.

Schwab Intelligent Integration Begins Pilot Phase

by Joel Bruckenstein

Charles Schwab & Co. Inc. has completed beta testing of its custom Salesforce integration, and is entering the pilot testing phase.

Commonwealth Enhances Its Trading Platform

by Joel Bruckenstein

The firm has launched an upgraded trading platform for systematically managing and rebalancing client portfolios.

TD Ameritrade's Thinkorswim Causing Trading 'Issues'

TD Ameritrade Holding Corp. said some of its clients are experiencing issues with electronic trades after the company integrated its Thinkorswim options broker this past weekend.

Informa Investment Solutions Expands Senior Sales Team

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Company names Liza Litzow SVP of Strategic Client Solutions.

High-Frequency Firms Tripled Trades in Stock Rout, Wedbush Says

The stock market's fastest electronic firms boosted trading threefold during the rout that erased $2.2 trillion from U.S...

Lawsuit Against UBS Has Far-Reaching Implications For Advisors

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UBS Financial Services Inc. is being sued for two patent infringements in a case some experts say could affect the entire financial planning industry.

Hackers Take $1B A Year As Banks Blame Their Clients

In increments of a few thousand dollars to a few million per theft, cybercrooks are stealing as much as $1 billion a year from small and mid-sized bank accounts in the U.S. and Europe.

Nine Things

by Andrew Gluck

A tip sheet for those who want to make their presence felt on the Web.

The Mobile Advisor

by David Lawrence

Is working without an office a viable business model?

Reputation Management

by Mary Rowland

What's published on the Internet about you might not always be favorable.

Market In The Middle

by Joel P. Bruckenstein

OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.

Fidelity Launches Advisor Mobile App Trading

Financial advisors are now able to trade stocks, mutual funds and ETF's through Fidelity's WealthCentral Android and iPhone apps.

Envestnet, ByAllAccounts Partner To Offer Reporting Solution

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Envestnet and ByAllAccounts are forming a strategic partnership that will offer advisors a performance reporting solution that encompasses a variety of assets, including 401(k)s, 529 plans and...

Learning To Socialize

by David Lawrence

Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer.

Economic Impact

by Joel P. Bruckenstein

MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance.

Hackers Thrive On Human Idiocy

The U.S. Department of Homeland Security ran a test this year to see how hard it was for hackers to corrupt workers and gain access to computer systems. Not very, it turned out.

Informa Investment Solutions Names SVP

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White Plains, N.Y., based-Informa Investment Solutions has appointed James Hivick as senior vice president of Strategic Client Solutions.

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