technology initiatives

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  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.

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  Obama’s 2013 Budget Raises Taxes on Top Earners, Bolsters SEC Budget

  By Melanie Waddell, AdvisorOne  |  February 13, 2012

  President Barack Obama on Monday released his 2013 budget to Congress, which includes boosting taxes for higher income earners as well as allocating more funds to the SEC.

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  New Hire Roundup: Nash Moves Up at Fiserv; Sanctuary to Support Gordian

  By Marlene Y. Satter, AdvisorOne  |  November 16, 2011

  This week in new hires, Cheryl Nash was named president of Fiserv’s investment services division; Gordian Wealth Advisors hired Sanctuary Wealth Services to support its business; and Tom Ridge became a member of the board at FSIC.