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Fidelity Institutional weighs own robo offering

December 2, 2014

Fidelity Institutional is rapidly expanding its robo-adviser offerings and may even one day launch its own automated advice platform. The second-largest custodian to registered investment advisers, Fidelity said Tuesday it will begin offering...

Some advisers moving to mobile payment systems to bill clients

November 25, 2014

More Americans every day are using mobile payment systems to pay for cab rides, online purchases and their favorite drinks at Starbucks. With online payments reaching $235 billion last year and projected by research firm Gartner to hit $720...

It's time for real industry action on diversity

November 23, 2014

In the past year, the financial advice industry has acknowledged that it has to do a better job of recruiting women into the profession. It is now a recurring topic of conversation at industry conferences, and some of the bigger firms are starting...

Tony Robbins' 7 steps to financial freedom - The path to financial freedom

November 16, 2014

Bestselling author, entrepreneur, and philanthropist Tony Robbins offers key methods for achieving financial freedom in his new book, Money Master the Game: 7 Simple Steps to Financial Freedom. Here are his 7 strategies for successfully achieving...

Charles Schwab's robo-adviser ups the pressure on adviser fee structures

November 3, 2014

When both the Twitter-sphere and mainstream business media start blowing up with news of an industry behemoth like Charles Schwab embracing digital advisory services, you know it is not a typical week in adviser-land. Make no mistake about it....

How advisers are guiding clients through critical crossroads

November 2, 2014

For the third of a series of special reports on the Crossroads the financial advice business is facing, we asked the industry's top advisers: How are you guiding clients through today's critical crossroads? Here is what they said: "Changes to...

4 ways automation technology is changing the way RIAs invest

October 31, 2014

Investors are consuming information everywhere—through mobile devices, laptops, or on TV—and the news has no shortage of urgent headlines and sound bites to draw their attention to money and the markets. I probably don't have to tell you...

Robo-advisers say they aren't worried about Schwab

October 29, 2014

The nation's largest online financial advice providers are shrugging off news that Charles Schwab & Co. will be launching its own free online advice platform, even as market analysts wonder if the move could spell trouble for the young companies....

Two big developments in retirement planning grab advisers' attention

October 25, 2014

Two big developments in the realm of retirement planning made waves this week. The ongoing regulatory headaches plaguing LPL Financial were again in the news, this time making a direct impact on the company's bottom line. InvestmentNews highlighted...

4 mistakes advisers make with Millennial women

October 22, 2014

Working with Millennial clients has become a hot topic within our industry in recent years and months. How to market/not market, how to invest/save, communication preferences, goals and the big question — “Why even bother?” Whether you...

Running an advisory practice in the age of the robo-adviser

October 16, 2014

Here's a novel idea: Advisers might actually need to earn their advisory fees in the years ahead. With the arrival of online financial planning sites like Mint.com and online investing marketplaces like Covestor, a real in-the-flesh adviser...

Betterment launches robo-adviser for advisers

October 15, 2014

Digital investment management firm Betterment on Wednesday announced the launch of an automated “robo-adviser” for traditional advisory firms, with Fidelity Institutional Wealth Services among the first to sign up for the platform that connects...

Don't market to women, serve them, Krawcheck tells advisers

October 10, 2014

Women are on the way to being the majority of U.S. millionaires and they represent the advisory industry's biggest business opportunity, former Bank of America Merrill Lynch executive Sallie Krawcheck told advisers Friday at the Raymond James...

Advise Millennials. They may save your practice.

September 25, 2014

If there's one thing advisers who work with Millennials share, it might be that their peers think they're crazy. “A lot of people thought we were insane — with the golden age of baby boomers coming, why on earth would you want to work with...

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

September 17, 2014

Low fees, fast asset growth, word-of-mouth marketing and a strict focus on Millennial investors have made Wealthfront the fastest-growing digital investment platform, according to a new Forrester Research Inc. report published this week. “Having...

Debunking 3 big myths about robo-advisers

September 17, 2014

“Robo-adviser.” The phrase prompts mixed reactions, and its emotional overtones vary wildly in the minds of readers. A traditional adviser, spitting the word out with derision, can make “robo” sound like the “near” in “near beer.”...

How advisers can help solve the student loan crisis

September 8, 2014

With student loan debt officially reaching the trillions, the U.S. Executive Branch, the Consumer Financial Protection Bureau and the general public are worried about the effect of this massive debt on the American economy — and they should...

CloudStock web startup brings young investors and advisers together

August 28, 2014

A web startup created by a group of 20-somethings is using social networking and gamification to teach young investors about the stock market and connect them with investment professionals. Called CloudStock, the social-networking platform is...

6 lessons traditional advisers can learn from robos

July 25, 2014

Many questions have been raised by traditional financial advisers about their robo-peers. Any time a digital investment adviser hits the headlines, somewhere on social media you can be sure someone is wondering aloud about robo-advisors' business...

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