While its Advisor Summit was happening in Chicago, Envestnet announced Wednesday that it acquired Finance Logix, a company that provides goal-based financial planning and wealth management software to banks, broker/dealers and registered...
Exchange-traded funds had a big year in 2014, but the real stand out products with institutional investors were those based on an alternatively weighted index, or “smart beta," according to a new study by Invesco PowerShares Capital Management.
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In their quarterly Cybersecurity Market Report, Cybersecurity Ventures reported the financial industry will spend $9.5 billion on security in 2015, making it the largest non-government market...
The Apple Watch, Apple’s long-anticipated “smart watch,” shipped on Friday to customers who pre-ordered, and early adopters are busy exploring the 3,000 apps already available on the iTunes store. Some financial firms are betting that the wrist w...
Money Management Institute announced Wednesday that Craig Pfeiffer, a seasoned wealth management executive and founder of advisor training firm Advisors Ahead, would be MMI's new president and CEO. Pfeiffer succeeds...
It can be stressful to find the right practice for purchase. But even the best advisory practices can have issues, so it’s important to know when to step away.
“We talk about the competitive landscape and I hear it all the time in the industr...
After rolling out the electronic signature capabilities in December, the leaders of Raymond James’ technology operations say advisors at the firm have been surprisingly slow to utilize the oft-demanded tool.
“Adoption was slow at the start,” ...
Orion Advisor Services announced a new partnership Wednesday with tech firm Jemstep to bring independent advisors using Orion's platform the benefits of “robo-advisor” automation without giving up their investment...
A new study from Natixis Global Asset Management found that retail investors are “extraordinarily optimistic” about their investment prospects in 2015...
