LPL Addresses Tech Issues with Proprietary CRM Software
LPL Financial plans to integrate its proprietary customer relationship management software into ClientWorks at the start of next year.
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Robinhood tempts savers with 3% interest on checking accounts
Robinhood is no longer just a digital trading platform for stocks and other investments.
Shifting Advice Back Into the Hands of Humans
Merrill Edge is piloting a program that will allow mass affluent clients from its Merrill Guided Investing platform...
Fintech Competition Reveals Cutting-Edge RIA Tech
The TD Ameritrade Innovation Quest finalists have been announced and include an early warning system for leaving clients...
SEC Crackdown On Crypto Touts In Full Swing: Are Paltrow and Shatner in Trouble?
Initial coin disclosure fines have been warning shots to prove the SEC is serious. Now it’s time to see if bigger targets realize what they're selling
Requesting Referrals the Right Way
Many financial advisors ask for referrals in a way that makes them look desperate, clichéd and often invasive
Allianz Chief Economic Advisor Bullish About Cryptocurrencies
According to Mohamed El-Erian, Chief Economic Advisor at Allianz, said that cryptocurrencies are here to stay
