Technology en Why Salesforce Joined The DOL Compliance Tech Race <div class="node-body article-body">Salesforce is integrating Shield, a suite of compliance tools, to its Financial Services Cloud product to help advisors comply with the fiduciary rule. </div> <p><a href="" target="_blank">read more</a></p> Technology Fri, 29 Jul 2016 16:13:00 +0000 1251491 at Banks Embrace Their Fintech Disruptors, Finding Ways to Profit <div class="field-byline"> Jenny Surane and Miles Weiss </div> <div class="node-body article-body">Banks are finding all sorts of ways to profit from their fintech challengers -- via partnerships, funding arrangements, dealmaking and, sometimes, mimicking their ideas.</div> <p><a href="" target="_blank">read more</a></p> News Industry Technology Fri, 29 Jul 2016 13:57:00 +0000 1251301 at Ingram Publishing/Thinkstock Can Pets Boost Retirement Savings? <div class="node-body blog-body">Cats and dogs help people save for retirement, panel discusses how financial services firms could fund cybersecurity and a judge rules bitcoin isn't real money.</div> <p><a href="" target="_blank">read more</a></p> Industry Legal Technology Blogs Retirement Planning The Daily Brief Fri, 29 Jul 2016 10:00:00 +0000 1250601 at Betterment Getting Traction in 401(k)s <div class="node-body article-body">Betterment has added 200 plan sponsors since launching its 401(k) business in January. </div> <p><a href="" target="_blank">read more</a></p> Technology Thu, 28 Jul 2016 18:09:00 +0000 1250581 at Cruising Through Retirement <div class="node-body blog-body">Cruises a housing option for retirees, Shirl Penney named to Aspen Institute fellowship and Fidelity launches new robo advisor. </div> <p><a href="" target="_blank">read more</a></p> People Technology Blogs Retirement Planning The Daily Brief Thu, 28 Jul 2016 10:00:00 +0000 1249241 at Which Hurts More, Buying or Selling? <div class="node-body blog-body">Selling is more emotionally taxing than buying, people with disabilities make great advisors and Investopedia's advice hub takes off.</div> <p><a href="" target="_blank">read more</a></p> Industry Markets Technology Blogs Real Estate Asset Management The Daily Brief Wed, 27 Jul 2016 10:00:00 +0000 1248071 at Three Tips To Remain Relevant In The Robo Era <div class="field-byline"> David Lyon </div> <div class="node-body article-body">Firms need to adapt some of the technology introduced by robos instead of trying to compete against it. </div> <p><a href="" target="_blank">read more</a></p> Industry Technology Business Planning Next Gen Investor Practice Management Tue, 26 Jul 2016 16:31:00 +0000 1247981 at Should You Be Checking Your Client’s Email? <div class="field-deck"> The Revised Uniform Fiduciary Access to Digital Assets Act raises many questions. </div> <div class="node-body article-body">It makes sense that the Revised Uniform Fiduciary Access to Digital Assets Act has been developed to enable you as a fiduciary to step into someone else’s shoes when they die or lose capacity.</div> <p><a href="" target="_blank">read more</a></p> Technology Client Relations Estate Planning Wealth Planning Tue, 26 Jul 2016 13:43:00 +0000 1247501 at cosmin4000/iStock/Thinkstock Who’s Happy About the DOL Rule? <div class="node-body blog-body">Not everyone is dreading the new fiduciary rule, wealth management firms need to embrace innovation to survive and investors are optimistic about emerging markets.</div> <p><a href="" target="_blank">read more</a></p> Industry Technology Blogs Equities ETFs Retirement Planning The Daily Brief Tue, 26 Jul 2016 10:00:00 +0000 1246701 at Fiserv Introduces New Intelligent Content Tool for Advisors <div class="node-body article-body">Grapevine6 finds content relevant to an advisor’s client base by analyzing social media, then helps FAs share the content and track open rates. </div> <p><a href="" target="_blank">read more</a></p> Technology Mon, 25 Jul 2016 19:57:00 +0000 1246851 at Copyright Dan Kitwood, Getty Images