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Finra issues report on digital investment advice for financial firms and investors

March 15, 2016

Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority Inc. Finra on Tuesday released a report providing...

Robo-advisers aim to better link investments and financial planning

March 11, 2016

Goals-based investing is now a norm for many online automated investment platforms, but the real success driver will be in linking investing and financial planning in a seamless manner. As it stands, many — but not all — robo-advisers use...

Betterment incorporates external accounts onto its client and adviser platform

March 9, 2016

Betterment, the automated investing service, is now allowing users to integrate external financial accounts on its dashboard to provide consumers with a clearer snapshot of one's wealth. The upgrade will allow clients to link bank accounts,...

Salesforce debuts adviser-focused client relationship management platform

March 8, 2016

Salesforce's financial adviser-specific client relationship management platform has rolled out of beta and is now available for the general public. The CRM, called Salesforce Financial Services Cloud, is the company's entry into the wealth management...

What the Apple-FBI feud means for financial advisers and privacy rights

March 4, 2016

Apple's standoff with the FBI, which is trying to force the technology giant to provide access to a locked iPhone at the heart of the mass shooting probe in California, has prompted a discussion in the financial services industry over how far...

How to beat the robo-advisers

March 2, 2016

In my last two articles, I discussed the pros and cons of robo-advisers. As they continue to rake in more and more assets, how can advisers compete? The answer is conceptually simple and seemingly difficult to implement. Advisers must embrace...

Mind those emails: Don't fall victim to a cyberattack

March 2, 2016

For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data. As a result, advisers must...

How long can advisers get away with not reporting cyber breaches?

February 29, 2016

Many advisory firms are playing with fire by failing to report to regulators cybersecurity breaches, both big and small, experts say. "What we see firms are doing is really taking significant steps to avoid having to report these issues," said...

Advisory firms' dilemma: "Who owns client data?"

February 25, 2016

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With the promise of automated data analytics...

Wealthfront, staying true to robo roots, faces uphill battle in race for assets

February 24, 2016

Despite facing competitors growing at a faster clip, Wealthfront, one of the first big robo-advisers in the market, hasn't announced any plans to expand its customer base by working with financial advisers or other financial services companies....

Pershing expands its digital advice with NextCapital partnership

February 23, 2016

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform, to be its first custodian. This time, however, the robo has chosen Pershing as the custodian in what Rob Foregger, co-founder of NextCapital, said is the company's...

How advisers can protect their businesses from the onslaught of cheaper competitors

February 17, 2016

Presidential candidates Donald Trump and Bernie Sanders are unknowingly teaching us a good lesson about how to be successful financial advisers. In one corner, you have The Donald, an unfiltered, highly opinionated billionaire. In the other...

Embrace the robo-adviser disruption

February 14, 2016

It's time to stop all the fretting and hand-wringing about whether robo-advisers will put financial advisers out of business. They won't. What they will do — and, in fact, already are doing — is force all advisers to rethink their business...

The biggest drawbacks of the retail robo-advisers

February 12, 2016

In my last article, I addressed what robo-advisers do right. In general, robo-advisers provide investors who have any size portfolio the opportunity for convenient, low-cost, tax-efficient investment management. No matter the shortcomings I...

Why Vanguard is about to engulf the financial planning industry

February 12, 2016

Vanguard Group's ever-expanding web is now about to engulf the financial planning industry. Bill McNabb, CEO of Vanguard Group, gave a keynote speech at the 2016 Inside ETFs conference in Florida declaring the importance of advisers in delivering...

How to attract, and keep, young high-net-worth clients

February 8, 2016

The high-net-worth market has grown significantly over the past six years, with nearly one million new high-net-worth individuals (HNWIs) added globally in 2014, according to the 2015 World Wealth Report. Every year there is a higher proportion...

Too many robos crowding the market?

February 8, 2016

Small startups are trying to break into the ranks of adviser-facing robos, as some experts say the market has become too crowded. Automated investment platforms like Wealthfront and Betterment have been in the industry for more than five years,...

TD takes integration approach on robo-strategy over acquisition

February 5, 2016

TD Ameritrade Institutional, the adviser arm of the custodian, has a unique perspective on robo-advisory platforms — it won't pick just one. Instead, it continues to grow the number of robos on TD Veo, its open architecture system. There are...

The coming wave of adviser technology convergence

February 4, 2016

New financial technologies often evolve independent of one another to solve a specific problem, then converge as they mature. At present, the advice industry is in the early innings of what promises to be a new period of major technological...

TD Ameritrade to acquire FA Insight for big data

February 4, 2016

TD Ameritrade announced on Thursday that it was acquiring research and consulting firm FA Insight in a strategic move to better deliver big data capabilities to RIAs. FA Insight, which is based in Tacoma, Wash., will offer registered investment...

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