Technology & Communications (46)
Wells Fargo is Developing Robo-Advisory Service
- Monday, 20 July 2015
- Technology & Communications
- Written by PFA News
Wells Fargo appears to be the latest advisory firm to embrace the “if you can't beat them, join them” approach to robo-advisors. So reports Wealth Management. Read more...
How July's Microsoft Windows Update May Impact Advisors
- Saturday, 04 July 2015
- Technology & Communications
- Written by PFA Staff
Microsoft is scheduled to launch Windows 10 on July 29. The news is being celebrated by PC users who are hoping that the operating system will eradicate many of the frustrating issues with Windows 8 that have led to sharp criticism of Microsoft. Read more...
CNBC: How to Beat Robo-Advisors
- Friday, 01 May 2015
- Technology & Communications
- Written by PFA News
With stiff competition from robo-advisors, financial planners need to be more strategic about the services they offer and keep in mind that stock selection and asset allocation services will no longer serve to differentiate their practices. So reports CNBC.
Read more...How to Strengthen the Weakest Link in Data Security
- Saturday, 18 April 2015
- Technology & Communications
- Written by PFA Staff
Businesses spend billions of dollar annually on shoring up their cyber security, yet even the best technology won’t thwart hackers if employees aren’t properly trained on procedures that can safeguard data.
Read more...Morningstar Rolls Out Mobile iPad App for Analytic Tools
- Sunday, 01 February 2015
- Technology & Communications
- Written by PFA News
Morningstar has launched an app that lets advisors interact with clients and monitor investments with an iPad. So reports IT News Online.
Read more...SEC to Rollout Cybersecurity Guidance for Advisors
- Saturday, 10 January 2015
- Technology & Communications
- Written by PFA News
The Securities and Exchange Commission Office of Compliance Inspections and Examinations expects to rollout cybersecurity guidance for financial advisors this year. So reports Financial Advisor.
Read more...Enhance Workplace Communication in Real Time from Any Device, Anywhere
- Friday, 07 November 2014
- Technology & Communications
- Written by PFA News
An enterprise collaboration tool known as Intellinote, which is rapidly growing in popularity and workplace usage, just announced new real-time features that could further enhance the product's use, the company announced in a press release.
Read more...FINRA Launches Investigation into Cyber Security
- Sunday, 16 February 2014
- Technology & Communications
- Written by PFA News
The Financial Industry Regulatory Authority has sent sweep letters to 20 broker dealers to review how the firms are managing cybersecurity risks. So reports Bloomberg Law.
Read more...Technology Glitch Hits Morgan Stanley
- Friday, 03 January 2014
- Technology & Communications
- Written by PFA News
An influx of year-end rebalancing orders at Morgan Stanley’s wealth management division has impaired the firm’s ability to tweak customers’ accounts, according to an unnamed source. So reports Fox Business.
Read more...Avoid Emotional Decisions When Tech Shopping
- Saturday, 09 November 2013
- Technology & Communications
- Written by PFA News
It’s easy to become excited about making new technology acquisitions, but advisors should follow a few simple steps to make sure their computer purchases aren’t overly emotional. So reports ThinkAdvisor.
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