Technology Articles

Total: 452 1 2 3 4 5 6 7 8  Next >> [46]

Fidelity's Top-Performing Danoff Takes Steps To Improve Returns

by

Will Danoff, who runs Fidelity Investments' behemoth Contrafund, is frustrated by his lagging performance this year and is pruning his exposure to cloud software stocks that got clobbered recently in...

+ Read more

SEC Plans Review Of RIAs, Broker-Dealers For Lax Cybersecurity

by

The SEC issued cybersecurity guidelines as it prepares to look at over 50 investment advisors and broker-dealers on the issue, which is gaining increasing prominence at the agency.

+ Read more

Fidelity Tops Investor Satisfaction List

by FA Staff

Investor satisfaction with the overall full-service investments industry has risen for the third consecutive year, according to a J.D. Power survey.

+ Read more

Advisor Compensation Highest Since 2007, Fidelity Says

by FA Staff

Financial advisors are enjoying asset-based compensation that is at the highest it's been since 2007, but they are largely failing to modernize their operations, according to a Fidelity study.

+ Read more

New Advisor Network Focuses On Gen X and Y Clients

by

Advisors Michael Kitces and Alan Moore have launched the XY Planning Network, a turn-key platform that is designed to support fee-only advisors on Generations X and Y.

+ Read more

LPL Financial Opens Green Office Tower

by FA Staff

The independent broker-dealer’s new 13-story San Diego headquarters is the nation’s largest net-zero energy building, says the firm.

+ Read more

United Planners Has Best Recruiting Year In Its History

by FA Staff

The independent broker-dealer increased its financial advisor rep force by 6 percent, to more than 350 advisors nationwide, and its revenue by 13 percent for the year.

+ Read more

Morningstar Acquires ByAllAccounts For $28 Million

by FA News

Morningstar Inc. announced today it has acquired ByAllAccounts, which aggregates data for financial advisors and many others, for $28 million.

+ Read more

SEC Issues Guidance For Advisors On Using Testimonials From Social Media

by

Bowing to the increase in the number of investors using social media and the Internet to research investment advisors, the SEC opened the door for advisors to place commentary from social media and...

+ Read more

The Rise Of The Robo Advisors

by Eric Rasmussen

Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors?

+ Read more

1 2 3 4 5 6 7 8  Next >> [46]

Financial Advisor Blogs

Portfolio Manager Insights

Expert Views

MORE VIEWS