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Tech-tardy advisers, prepare for a late-adopter penalty

September 27, 2016

Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said. “As an industry we are late adopters of technology because...

Financial advisers severely underestimating cyberthreats: experts

September 20, 2016

The biggest technology threat to the financial advisory industry might be underestimating the risk of a technology threat in the form of a determined hacker or illusive virus. According to a panel of technology security experts speaking Monday...

Advisers reveal cyber insecurities at FPA conference

September 16, 2016

Most financial advisers aren't confident they are well-armed to fight off cyberthieves, or even prepared enough to meet the requirements of the regulators policing their efforts. Less than a third of advisers “completely agree” that they...

Betterment rebrands in bid to attract advisers

September 14, 2016

Seeking to make it clear to financial advisers that it has a digital advice platform aimed squarely at them, Betterment Institutional has switched its name to Betterment for Advisors, the company announced Wednesday. “Our mission is to partner...

How social insights can supercharge investment research

September 1, 2016

As an investor, social-media data can be one of the most valuable cards in your deck. When used alongside financial data sets, social insights can empower investment researchers, they capture opinions that are often a precursor to consumer behavior....

9 free apps to use when traveling for business

August 30, 2016

Conference season will soon be upon us once more. To stay productive at adviser events but in the loop back in the office, here are nine apps to consider.

7 essential elements of top adviser websites

August 26, 2016

Websites welcome prospective clients to an adviser’s practice. Here are a few tips from advisers across the industry on the elements that make their websites pop.

Betterment partners with Uber for retirement savings, in bid to tap 'gig economy'

August 24, 2016

Betterment, one of the original robo-advisers, announced on Wednesday it has teamed up with digital hail-a-ride application provider Uber to offer its drivers access to retirement services. Uber drivers, who are considered independent contractors...

Alleviating financial advisers' pain with account openings

August 18, 2016

Account opening can be a time-consuming obstacle for advisers, but software companies are attempting to ease the pain. What takes only a few minutes for robo-advisers to do could take hours, and a lot of paperwork, for financial professionals...

Firms, technology vendors mobilize on security standards

August 17, 2016

Software companies, consultants and financial institutions are mobilizing to create a cybersecurity consortium to forge higher industry standards to avoid hacking attacks. The group of about a dozen entities is discussing ways to secure the...

What technology lessons advisers can learn from Delta Air Lines' system breakdown

August 9, 2016

If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week. Thousands of flights were canceled or delayed Monday and Tuesday after...

Top advisers rejecting robo-advice model

August 9, 2016

The nation's best performing independent advisory firms don't plan to add automated financial advice platforms to their list of services, even as lots of other firms are planning to go robo. Only 9% of “elite” registered investment advisers...

LPL's new robo-platform via BlackRock's FutureAdvisor tests waters with $5,000 account minimum

August 3, 2016

Independent broker-dealer LPL Financial has set its robo-adviser account minimum to $5,000, standard fare in a market that may soon see low or even zero-account minimums. Earlier this year, LPL announced it was using BlackRock's FutureAdvisor...

Fidelity officially launches retail robo-adviser

July 27, 2016

Boston-based fund company Fidelity Investments on Wednesday officially launched its retail robo-adviser, Fidelity Go, after months of testing it out with about 1,000 users. Investors will have access to an automated platform that includes construction...

Robo-advisers increasingly represent a useful ally for human advisers

July 21, 2016

We are witnessing the beginning of a fusion between financial advisers and technology, which are coming together to be more competitive and offer holistic solutions to a broader range of clients. This robo-advising or digital advisory is not...

MoneyGuidePro creator releases DOL fiduciary-focused software

July 21, 2016

PIEtech, the creator of financial planning software MoneyGuidePro, has built a tool to see how well clients' portfolios are aligned with their best interests, including retirement goals and concerns, insurance needs, and health-care costs. With...

Women-focused robo-adviser SheCapital shuts down

July 19, 2016

Women-focused robo-adviser SheCapital has shut down about a year after it launched, a sign that it takes more than building a niche platform for investors to join. Founder Tina Powell, also the director of business management at Beacon Wealth...

Pokemon Go demonstrates a growing trend, even for financial advisers

July 18, 2016

When it comes to clients and their assets, financial advisers just want to "catch them all." Though Pokemon Go, the new smartphone app game where users walk around finding cartoon characters from a popular 90's franchise seems far removed from...

Vanare's Lex Sokolin to join London-based research firm

July 15, 2016

Lex Sokolin, partner and chief operating officer of Vanare, a wealth management technology vendor with institutional robo-adviser NestEgg, is stepping down from his post to join a London-based independent research firm, he confirmed. In his...

Encrypting emails, files for clients is crucial, but not always followed

July 14, 2016

Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative. Regulators require advisory firms to securely manage their clients' information, though not...

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