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Apps to help make business travel easier for financial advisers

December 13, 2016

At times, we need to travel for business. No matter how enjoyable it might seem when saying yes, travel has its own set of inconveniences and dilemmas. Before agreeing to a trip, at least one of these questions must be answered with a yes: Do...

Charles Schwab to combine robo-advice and financial advisers in new hybrid model

December 13, 2016

Charles Schwab & Co. plans to target mass affluent investors with a hybrid robo model that combines advice from financial advisers with online advice. With a $25,000 minimum, Schwab Intelligent Advisory will provide clients a customized financial...

Do human advisers make clients happier than robos?

December 7, 2016

Investors using digital financial advisers are nearly as happy as those who work with traditional advisers, though there are certain services that most people still want human help with, a new survey found. About 75% of clients are satisfied...

Betterment presses Trump to keep DOL rule

December 5, 2016

Robo-adviser Betterment is reaching out to President-elect Donald Trump to keep him from gutting the Labor Department's fiduciary rule for retirement advice. It ran a full-page ad in Monday's Wall Street Journal directing Mr. Trump to “stand...

Robos to make banks a bigger competitor in advice market

December 2, 2016

Financial advisers may find they are increasingly competing with banks and credit unions for new clients, as more of these traditional savings institutions deploy robo advisers for customers. Although most aren't yet offering access to digital...

Betterment retirement robo attracts 300 companies to 401(k) platform

December 1, 2016

The Betterment division that provides robo retirement advice has attracted about 300 mostly small companies to its automated 401(k) platform during its first 10 months in operation. Betterment for Business has seen an especially large interest...

Older investors use both financial advisers and online advice

November 30, 2016

Affluent older investors have increased their use of both online resources and paid financial professionals in the past year because they don't believe a single source can resolve all their questions, new research reveals. As more sources of...

New robo-adviser geared to retirees

November 21, 2016

The crowded robo-adviser market is gaining another competitor, although this one is aimed at the nation's senior citizens unlike others that are generally targeted at millennials. True Link, best known for offering a Visa card with protection...

WisdomTree invests $20 million in robo-adviser Vanare, now AdvisorEngine

November 18, 2016

ETF provider WisdomTree Investments has invested $20 million in robo-adviser Vanare, giving the asset manager a 36% stake in the automated platform that some advisers use to digitize their practices. Vanare, which also announced Friday it's...

Wells Fargo teams with SigFig to offer robo-adviser

November 15, 2016

Wells Fargo Advisors is teaming with digital advice platform SigFig to give its customers direct access to an online system on which to build investment portfolios. The robo-platform, which it will begin piloting next year, will offer Wells...

Robo-advisers sound off to SEC about rule changes for automated advice

November 14, 2016

Online-advice providers told regulators that they uphold the nation's securities laws, including the fiduciary standard of care for investors, but think some rule updates are needed as digitization of the industry grows. The SEC hosted a forum...

Technology guide for firms that turn to next gen clients

November 7, 2016

Along with many in the industry, our firm is increasingly open to the idea of finding innovative ways to establish profitable relationships with tomorrow's life blood of our industry — young clients. To that end, my firm BerganKDV Wealth Management,...

What's really behind the leadership change at Wealthfront

November 1, 2016

Wealthfront's growth being surpassed by its competition may have led the robo-adviser to cut chief executive Adam Nash from daily management of the company, outside fintech experts said. The digital advice platform announced Monday that venture...

Fidelity's robo for financial advisers will give clients eMoney tools

October 18, 2016

Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....

Broker-dealers deploying advanced cybersecurity measures

October 17, 2016

The nation's large broker-dealers are helping to protect financial planners from the threat cyber criminals pose to their business, even as advisers themselves tend to underestimate the risk. Firms are moving beyond the typical warnings of avoiding...

Advisers finding more social media success

October 13, 2016

Financial advisers are increasingly comfortable tweeting and posting to Facebook and LinkedIn as securities regulators have made their expectations about social media more clear. Advisers are finding success using social sites to cull prospects,...

LendingClub introduces peer-lending robo for advisers

October 13, 2016

Advisers who want to invest clients in peer lending have a new shortcut. LendingRobot, an automated platform for individuals seeking such investments, now provides advisers with the ability to set up accounts on behalf of their clients, creating...

Banks' collaborations with technology firms will benefit financial advisers

October 11, 2016

A recent CB Insights study highlighted some interesting numbers about the “fintech boom” that industry experts and journalists have been discussing over the past year or so. CBI found that a large source of fintech growth has come from banks...

Merrill Lynch enters the robo-advisory business

October 5, 2016

The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...

Steps advisers must take to avoid email cyberattacks

October 4, 2016

Cybercrime is accelerating at an alarming pace, both in terms of numbers and sophistication. One of the most common cyberattacks is through email. A phishing or scam email typically looks like it is coming from a legitimate source. Cyber criminals...

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