Technology

Many financial advisors use traditional radio and television broadcast as a cornerstone for their marketing strategies, but bad advice abounds.

Morgan Stanley’s head of Cybersecurity for Wealth Management Technology reminded the NAPA 401(k) Summit crowd that state-sponsored crooks are stealing millions.

Observers say the change could eliminate a significant hurdle that prevented some advisors from adopting the platform.

CommonGood launches an impact-focused b/d, Stash adds banking services and social media is a critical marketing tool for advisors.

Advisors can ideally leverage this data to strengthen relationships by maximizing for relevance.

Chubb creates a cyber risk index, Reegan Rae named managing director for Arnerich Massena’s Wealth Management and Kestra adds True Alpha Wealth Management.

The acquisition of FTJ FundChoice doesn’t yet make Orion a threat to giant Envestnet, say observers, but it will help the firm capitalize on a growing demand for customized accounts at all levels of the industry.

FINRA’s recent alert of the risks that financial data aggregation poses to clients fails to highlight the crucial role the technology plays in protecting them in many other ways.

Most clients expect to see all their financial data in one place, but some aggregation techniques—like “screen scraping” or requiring usernames and passwords for access to accounts—put them at risk. As an industry we need to lead with standards...

E*Trade completes acquisition of custodian Trust Company of America, Derek Bruton joins Chalice Wealth Partners and a veteran broker builds a new planning and investment app.