1 visitor like this article | Viewed 3634 times | 0 comment
Summary: Tiger 21, the peer-to-peer network for ultrawealthy investors, in mid-February rolled out the red carpet at its fifth annual members conference for some of the world’s leading thinkers on finance, investment and family relationships.
1 visitor like this article | Viewed 3946 times | 0 comment
Summary: Are RIAs losing an advocate at Fidelity -- or gaining a technology champion? Experts offered mixed opinions after Fidelity announced its decision to merge its investment advisor and broker-dealer businesses under Sanjiv Mirchandani, while moving Michael Durbin over to launch the new Fidelity Wealth Technologies division.
1 visitor like this article | Viewed 3722 times | 0 comment
Summary: Americans are already moving money around through their smartphones — purchasing, banking, trading. Once used to this quick pace, mobile users are likely to jettison institutions that slow them down.
1 visitor like this article | Viewed 3680 times | 0 comment
Summary:On Friday, the first full day of the three-day T3 conference, the tech news kept coming, and it was undeniable that technology providers to financial advisors are preparing for a next-gen shift as investors becoming increasingly comfortable with online financial services.
1 visitor like this article | Viewed 3691 times | 0 comment
Summary: If you've ever searched your name on the internet and didn't like the results, you're not alone. But advisors should understand what they can do about it, said Sabrina Clark, director of marketing and corporate communications at BrandYourself, at the T3 conference.
