Technology Articles

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Is Google Gunning For RIAs, Custodians And Robos Alike?

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Over the last few months, financial services industry participants have started asking whether Google might enter the business, and if it did, what specific markets might the tech giant target?

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Advisors Need Social Media 101 Class

by FA Staff

Advisors have only minimally used social media and need more assistance learning how these networks could be effectively used in their practices, according to new research released today from...

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Technology Course Followed By Employment Opportunity Offered At NewOak

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NewOak is launching its inaugural Technology Innovation Program to increase employment opportunities for high school graduates and college students at the firm.

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Brokerage Industry Girds For Battle Against CARDS

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The brokerage industry is digging in its heels to ward off Finra’s controversial proposal for a database that would collect sensitive customer account information.

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Hackers With Wall Street Savvy Found To Be Stealing M&A Data

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Hackers with Wall Street expertise have stolen merger-and-acquisition information from more than 80 companies for more than a year, according to security consultants.

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New Tools For Efficiency

by David Lawrence

With so many technology choices, advisors need a specific checklist to evaluate them.

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Over Half Of Millennials Believe Professional Advice Would Be Helpful

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However, they are more likely to consult family and websites than a financial advisor for their financial planning needs, according to a recent survey by the Nationwide.

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HD Vest Enhances 1040 Analyst Tool

by FA Staff

Based on advisor feedback since its launch in June, HD Vest has now added 12 new functions to the tax analysis tool.

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Consumers Expand Sources Of Investment Advice, Survey Says

by FA Staff

Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.

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LPL Adds Goss Wealth Management To Platform

by FA Staff

Based in Louisiana, Goss Wealth Management manages approximately $520 million in client assets.

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