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Many of you might have used Google News Alerts - the free service that scours the web on a regular basis for mentions of your key contacts. It is a pretty cool service, but there’s a downside – you have to individually enter...
Evan Shear thinks financial advisors lacking a social media presence are fools. Shear, a Raymond James advisor and founding partner of Heathrow, Fla.-based Crossley Shear Wealth Management, uses Facebook, Twitter and LinkedIn to connect to his...
Are your texts one big blur? Friends tangled with business contacts, and co-worker updates lost in the list? Business Messenger by HeyWire may have an answer. Designed for sales people, the app lets you chat with anyone without giving them access...
DDoS. Port-level attacks. Crimeware. We know hacks are increasingly growing across networks and against financial services firms. But what does that mean for you? We talked with Dan Guido, co-founder and CEO of the New York-based Trail of Bits...
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Since May 2012, Edward Jones has hired 1,250 military veterans as financial advisors. The firm, through its FORCES program, maintains an 11 percent military veteran ratio, and is on pace to hire 500 veteran...
Sallie Krawcheck, the former Bank of America executive and chair of Ellevate, says she’s warming up to socially responsible investing. “I have to tell you: after years of dismissing values-based investing as a fringe activity, I have changed my v...
On the heels of Charles Schwab’s recent announcement that it would come out with an online advice platform, CEO and President Walt Bettinger assuaged advisors’ concerns at the firm’s annual IMPACT conference this morning...