Technology Articles

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Pershing Launches Retirement Plan Network

by FA Staff

The new platform’s resources are intended to help advisors achieve better retirement outcomes for retirement plan sponsors and plan participants.

Fidelity's Contrafund Cuts Google Stake Over Data Center Costs


Fidelity's $110 Billion Contrafund has trimmed a roughly $7 billion stake in Google because its portfolio manager thinks the stock faces a potentially choppy market over the short term.

SEC Exam Chief Plans Cybersecurity Guidance For Advisors


He said he hopes to publish guidance for financial advisors this year that will show how well the industry could handle a cyber attack.

Morgan Stanley Fires Employee Accused Of Stealing Client Data


Morgan Stanley fired an employee it said stole data, including account numbers, for as many as 350,000 wealth-management clients and posted some of the information online.

Building A Strategic Plan

by David Lawrence

Every advisory firm should have one that is periodically revised.

Threat Vs. Opportunity

by Joel Bruckenstein

Robo-advisors have the potential to shake up the status quo, most likely for the better.

Will Financial Advisors Become Obsolete?

by Clara Shih

Why you should fear Wealthfront and get your act together.

Is Google Gunning For Custodians And Robos Alike?

by FA Staff

A former SEC commissioner poses the question of “what if” Google decided to become a custodian.

Fidelity Institutional And LearnVest Collaborate

by FA Staff

Boston-based Fidelity Institutional, the division of Fidelity Investments that provides clearing, custody and investment management products to advisors, has announced a new collaboration with...

Site Tried To Sell Revealing Data On Individual Brokers To Major Wirehouses


AdvisorHUB has collected detailed data about what brokers read on its site and tried to sell that information to major B-Ds, saying they could tell such things as whether a broker was looking for...

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