0 visitor like this article | Viewed 2996 times | 0 comment
Summary: A year after it acquired Mast Mobile, Hearsay Systems is introducing technology that gives financial advisors access to much more information on their mobile phones and the ability to turn that data into client calls, text messages and more.
0 visitor like this article | Viewed 2814 times | 0 comment
Summary: Here’s an inside look at four RIAs who have built up expertise in areas as diverse as professional baseball, Microsoft deferred compensation plans, the oil and gas industry and transitioning to a new stage of life.
0 visitor like this article | Viewed 2983 times | 0 comment
Summary: They get a bad rap, but compliance officers don’t deserve all the blame. Are you provoking them? If you’re doing these things, you are creating your own compliance nightmare.
0 visitor like this article | Viewed 2741 times | 0 comment
Summary: If you watch the news with any regularity, you know that data breaches can happen to even the biggest and best-known entities. And not only are they expensive for companies and consumers to deal with but they also erode the trust that registered investment advisors (RIAs) have worked hard to build with their clients.
0 visitor like this article | Viewed 2750 times | 0 comment
Summary: Let’s face it: technology is driving profitable growth for businesses by helping them deliver personalized client experiences effectively and efficiently.
