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The idea for Raghav Sharma’s GuideVine came from newly married friends who shopped fruitlessly for a new advisor. The current crop of advisor listings would give a headshot, some basic info pulled from an ADV, and maybe a specialized area of...
Even the best advisors can trip up over Social Security. And with Baby Boomers charging into retirement, how to maximize the benefit is high on their lists of questions and concerns. Online sites and apps can help make the calculations a lot simp...
Ever walk by a new store that’s crowded with customers and thought, “I bet that would be a great company to invest in?” Well, now there’s an app for that. Fidelity Investments introduced the new Stocks Nearby iPhone app on Monday, which uses th...
In an effort to distinguish new ETFs from existing ones, some issuers are getting downright goofy with their tickers. The Australians seem to take the cake, with the ProShares Ultra Australian Dollar ETF trading under “GDAY,” the ProShares Ultr...
Research from Corporate Insight found that eleven of the leading online automated financial management plaforms - so-called "robo advisors" - now manage a total of $19 billion in assets. That’s still a relatively small slice...
Chicago-based technology provider Envestnet has named Lori Hardwick its new group president of advisor services, a newly created position. Hardwick has been with Envestnet for 15 years. She most recently served as executive vice president of...
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Anyone with a computer and an E-Trade account can trade stocks these days, but is that actually a good thing? Cullen Roche, the founder of Orcam Financial Group, argues that technology is adding to the ...
