Advisor Applications
Citi Kept Its Credit Card Clients In The Dark After It Was Hacked
Citigroup Inc. waited as long as three weeks to notify credit-card customers of a hacking attack because it was conducting an investigation and producing replacement cards, according to a person familiar with the situation.
Citi is being criticized because waiting to disclose the vrach cold have exposed the 200,000 customers to identity theft.
Review: The Barnes & Noble Nook
After a few days with the new Nook, the reviewer says he wa was hooked. It's a pure reading experience condensed into a device the size of a paperback and with a super-crisp e-ink touchscreen.
Sneak Preview: An Updated Approach To Goal-Based Planning Is Being Launched By A Key Player Behind Software Used By Tens Of Thousands Of Advisors
Goal-based financial planning, an approach that took off about 10 years ago, is being rethought, revised, and improved in a new application from Advisor Software, a behind the scenes player in software for advisors.
Actiance Unveils LinkedIn Static Content Pre-Approval Workflow Capabilities In Its Social Media Management And Compliance Solution
Actiance, a social media compliance app for broker/dealers, says it today became "the only solution" enabling pre-approval of changes to static content on LinkedIn.
Do Sites Matching Prospects With Financial Advisors Work?
Over the past decade a bevy of prospecting matching sites have arisen. Do they work?
More Articles ...
- Interactive Advisory Software Names New CEO
- Advisor Group's FSC, Royal, And SagePoint B/Ds To Use Docupace For Document Management
- Free Videos Teach Private Wealth Managers & Financial Advisors About Search Engine Optimization
- Does Dow Jones Understand The Independent Advisor Segment Of The Investment Advice Business?
