American Funds, one of the largest U.S. mutual funds families, sent an email to 825,000 shareholders on Wednesday, advising them to change their passwords, citing "a very narrow window of risk" related to the Heartbleed Internet threat....More
Once you have seen the competition in action, it is easy to incorporate some of the best ideas into your plans for future. One group that we can learn from is the so-called "robo-advisors," argues SEI Advisor Network's Raef Lee.
Financial Services Roundtable’s CTO Dan Schutzer walks us through his idea for an online safety deposit box, and if clients can ever, or will ever, completely trust their financial data in the cloud....More
Top themes discussed at this year’s TechLeaders Conference included ways to streamline the new account opening process, enhancements to the client experience, marketing automation, and ways to drive efficiencies while increasing advisor productivity....More
Morningstar bolstered its data aggregation capabilities on Tuesday through the $28 million acquisition of ByAllAccounts, Inc., a company specializing in collecting financial account information....More
We surveyed a total of 2,649 advisors across 22 brokerages to get their views on the industry and what they think about the firms they work with. Browse the articles and galleries in this special section to see who makes the grade.