Updated Sunday, October 26, 2014 as of 5:38 AM ET
4 Tips to Stay Relevant on Social Media
Here’s how advisors can get the most out of social media for their practices.
More in Technology
Why planners have nothing to fear from robo advisors. more »
New York regulator Benjamin Lawsky may use the cybersecurity rules he's proposed for virtual-currency companies as a model for traditional banks. That would subject the financial institutions his agency supervises to the most stringent data-security rules anywhere. more »
A community bank in Massachusetts has opened a branch that's a microcosm of forward-looking trends in retail bank design. Emphasis on the "micro" part. more »
Electronic thieves have gotten smarter - and they’re targeting you. These experts can tell you how to beat them. more »
There's almost no good way of tell a bank customer that her personal data's been stolen. But some banks do a particularly bad job of communicating during a security incident. more »
The hackers who raided the data banks of JPMorgan Chase used computers now linked to possible attacks on at least 13 more financial companies, according to a person familiar with the investigation. more »
Personal Capital's business model is rooted in technology -- but with live advisors and higher fees, the firm wants to duck the "robo" label. more »
The American Bankers Association, which initially opposed ".bank" domain names on the Web, is now promoting them as a way to enhance security amid growing cyber risk concerns. more »
Wealthfront can become the "leader in a new emerging market" if it focuses on millennials the way Charles Schwab zeroed in on Baby Boomers, says CEO Adam Nash. more »
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets. more »
The third edition of Redtail's highly popular CRM application seems destined to help the company hold its leading position. more »
FINRA has issued a long-awaited regulatory notice outlining the proposal for a controversial data-sharing system known as CARDS, asking for comments from the industry and other stakeholders. more »
Rather than fighting off digital competition, RIAs should bet on Betterment's "robo advisor" technology, says industry veteran Steve Lockshin. more »
The October Issue is now online!


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