See photos from this well-attended conference in Boston.
A well-known media futurist told financial advisors at a packed FPA conference that they must connect with clients on social media--if they want to stay relevant.
Advisors should notice these six developments over the coming year.
More software firms that serve advisors are making it easier for you to integrate programs developed by others.
This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
Advisor Emporium
CRM software, the developers of Junxure CRM for financial advisors, has announced details of their strategy to deliver a "cloud-based" version of Junxure.
Fidelity Investments today announced the release of an iPhone app for advisors using Fidelity WealthCentral.
PIMCO has launched a new distribution platform for financial advisors and individual investors.
Your clients may not need to worry quite as much about identity theft as before, but if they do become a victim it may cost them more if it involves a debit card.
It is reported that over $1 billion was spent on this year's Super Bowl ads. I think the Audi commercial called "Release The Hounds" was the best.
Many financial planners are using a fraction of the technological capacity they already own.
Advisor Emporium
Many investors don't recognize the dangers of stop-loss orders, according to experts.
Social media is a powerful tool that advisors often underutilized.
Cindy Taylor, Publisher of FintekNews Cindy Taylor, Founder of Fintegration & Publisher of FintekNews, is a 20 year digital & print media executive with extensive sales and...
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