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Following the JP Morgan data breach over the summer and “60 Minutes” calling 2014 the “year of the data breach” last week, Congress is getting serious about the cyber threats facing the financial industry...
When it comes to wishing clients a happy holiday, many advisors may opt for a simple handwritten note. Why not send a message your clients will use—and think of you as they do? Consider an app tailored to a client’s interests, a song...
To meet growing demand for retirement plan services, HighTower announced Wednesday that it integrated Envestnet Retirement Solutions (ERS) into its technology platform...
Fidelity’s custody and clearing unit is teaming up with online advice platform LearnVest to help advisors “digitize their practices.” Advisors and their clients will have access to LearnVest's financial wellness microsite and preferred pricing ...
YouTube has become a critical part of every brand’s marketing strategy, and now mutual fund companies are uploading to Google’s video streaming website...