Technology

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B-Ds Duck Finra Arbitration For Work Disputes

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Some brokerage firms are successfully avoiding Finra arbitration for employment disputes -- despite Finra rules to the contrary.

Blackrock To Acquire Robo-Advisor

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The firm hopes to use the robo-advisor to enable banks, brokerage firms, insurers and 401(k) plans to use the company's digital platform to serve mass affluent investors and millennials.

Eight Traits of Highly Successful Advisors

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Learning the eight traits can help every advisor be more successful, says a new study by Jefferson National.

SEI Advisors' Turnkey Asset Management Program Passes $50B In AUM

by FA Staff

The program allows advisors to outsource management of their clients' assets.

External IT Launches Advisor Desktop Platform

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External IT has created a mobile, SEC-compliant platform for advisors that's built around Microsoft Office applications.

Lights, Camera, Action!

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Videos increasingly are becoming an effective marketing tool for advisors.

Cut From A Different Cloth

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Everplans is a promising product for digital estate planning needs.

Smart People Doing Dumb Things

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Here are the top 5 dumb business mistakes that advisors make.

Matchmaker, Matchmaker, Find Me An Advisor

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GuideVine is a video-based matchmaking service that aims to link financial advisors with potential clients.

Surprise! Advisors Using Robos For Older, Affluent Clients

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Advisors are more likely to use robo services for clients with more than $1 million in net worth, according to a new study by Jefferson National.

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