Technology http://wealthmanagement.com/taxonomy/term/23661/more en B/D Advisors, Say Goodbye to Canned Content http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content <div class="node-body article-body">Vestorly’s new browser technology creates a closed feedback loop, allowing the b/d to approve digital content in real time and providing advisors with data to automate marketing workflows. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/bd-advisors-say-goodbye-canned-content#comments Technology Marketing Fri, 22 May 2015 14:41:00 +0000 902761 at http://wealthmanagement.com <p>Vestorly&nbsp;Co-Founder and CEO Justin Wisz</p> The Great Reformation That Never Happened http://wealthmanagement.com/blog/great-reformation-never-happened <div class="node-body blog-body">Despite all the talk about restoring the public’s trust in the financial services industry, many financial professionals don’t believe the industry is better off than it was before the financial crisis.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/great-reformation-never-happened" target="_blank">read more</a></p> http://wealthmanagement.com/blog/great-reformation-never-happened#comments Industry Technology Blogs Wirehouse Careers The Daily Brief Wed, 20 May 2015 09:00:00 +0000 897731 at http://wealthmanagement.com CircleBlack Expands Account Aggregator To Android Devices http://wealthmanagement.com/blog/circleblack-expands-account-aggregator-android-devices <div class="node-body blog-body">CircleBlack, an online account aggregator and wealth management platform, is now available on Android devices.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/circleblack-expands-account-aggregator-android-devices" target="_blank">read more</a></p> http://wealthmanagement.com/blog/circleblack-expands-account-aggregator-android-devices#comments Technology Blogs Intelligent Advisor Tue, 19 May 2015 20:27:00 +0000 897741 at http://wealthmanagement.com YCharts Raises Another $6 Million in VC Funding http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding <div class="node-body blog-body">To help grow its web-based financial terminal, Chicago-based startup YCharts raised another $6 million in a round of funding led by Morningstar.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding" target="_blank">read more</a></p> http://wealthmanagement.com/blog/ycharts-raises-another-6-million-vc-funding#comments Technology Intelligent Advisor Tue, 19 May 2015 16:01:00 +0000 897661 at http://wealthmanagement.com Advicent Brings Financial Planning Software to the U.S. http://wealthmanagement.com/technology/advicent-brings-financial-planning-software-us <div class="node-body article-body">Advicent announced Monday that the Figlo financial planning tool it acquired in September is now ready for U.S. advisors. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/advicent-brings-financial-planning-software-us" target="_blank">read more</a></p> http://wealthmanagement.com/technology/advicent-brings-financial-planning-software-us#comments Technology Mon, 18 May 2015 21:14:00 +0000 897571 at http://wealthmanagement.com An Employee Benefit Good for Retirement http://wealthmanagement.com/blog/employee-benefit-good-retirement <div class="node-body blog-body">More companies are rolling out financial education programs to their employees.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/employee-benefit-good-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/blog/employee-benefit-good-retirement#comments Technology Blogs Retirement Planning The Daily Brief Mon, 18 May 2015 09:00:00 +0000 896411 at http://wealthmanagement.com Cyber Legislation http://wealthmanagement.com/blog/cyber-legislation <div class="node-body blog-body">Last year was “the year of the data breach,” Tim Pawlenty told the of House Financial Services Committee.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/cyber-legislation" target="_blank">read more</a></p> http://wealthmanagement.com/blog/cyber-legislation#comments Technology Blogs Equities The Daily Brief Fri, 15 May 2015 09:00:00 +0000 894361 at http://wealthmanagement.com Finovate Spring 2015: 7 Wealth Management Innovations From Day 2 http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-2 <div class="node-body gallery-body">A look at seven of innovations for the wealth management industry shown during the second day of Finovate Spring in San Jose. </div> <div class="field-interstitial-ads-frequency"> <span>Interstitial Ads Frequency:&nbsp;</span> -1 </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-2" target="_blank">read more</a></p> http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-2#comments Technology Thu, 14 May 2015 20:23:00 +0000 894381 at http://wealthmanagement.com Does Yale Need Another $150 Million? http://wealthmanagement.com/blog/does-yale-need-another-150-million <div class="node-body blog-body">Dylan Matthews at Vox.com asks if Yale is the most deserving of charities to receive Blackstone founder and billionaire Stephen Schwarzman’s recent, and tax-deductible, gift of $150 million for a new performance hall.</div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/does-yale-need-another-150-million" target="_blank">read more</a></p> http://wealthmanagement.com/blog/does-yale-need-another-150-million#comments Industry Technology Blogs College Planning Philanthropy The Daily Brief Thu, 14 May 2015 09:00:00 +0000 892001 at http://wealthmanagement.com Finovate Spring 2015: 7 Wealth Management Innovations From Day 1 http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-1 <div class="node-body gallery-body">A look at seven wealth management innovations featured at the Finovate Spring convention in San Jose. </div> <div class="field-interstitial-ads-frequency"> <span>Interstitial Ads Frequency:&nbsp;</span> -1 </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-1" target="_blank">read more</a></p> http://wealthmanagement.com/technology/finovate-spring-2015-7-wealth-management-innovations-day-1#comments Technology Wed, 13 May 2015 16:07:00 +0000 892241 at http://wealthmanagement.com