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eMoney names Fidelity's Ed O'Brien as new CEO, replacing Mike Durbin

March 17, 2016

Financial planning software provider eMoney has named a new chief executive, Ed O'Brien, senior vice president and head of platform technology for Fidelity Institutional. Mike Durbin, president of Fidelity Wealth Technologies, had been acting...

DOL fiduciary rule is spurring technology adoption and innovation: Cerulli report

March 16, 2016

The Department of Labor's fiduciary rule, which will require advisers act in their clients' best interests on retirement accounts, is pushing technology providers to innovate and financial services firms to adopt those compliant platforms, according...

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...

Goldman Sachs to acquire retirement-savings startup

March 14, 2016

Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan. The investment management division of Goldman is acquiring the Austin, Texas-based...

Advisers must brace for DOL fiduciary by ramping up technology plans

March 13, 2016

The Department of Labor's impending fiduciary rule has prompted advisers to review their strategic plans and weigh the expanded role technology will play in keeping advisory practices in compliance, as well as profitable. The DOL's fiduciary...

Reviewing two apps that make it easier for advisers to work remotely

March 9, 2016

I'm often on the road and usually do some work in the evenings. That means I do a lot of work outside of the office. Yet, as busy as I am, I have to admit that I'm kind of lazy and impatient. I don't like lugging out my laptop, waiting for it...

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 it takes to really have a digital advisory firm

March 7, 2016

There are multiple forces of change disrupting the advice industry today. Emerging affluent investors want a more collaborative and digital experience. There's an influx of new fintech firms seemingly trying to change the industry overnight....

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...

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...

RetireUp drags and drops annuities into retirement income planning

February 18, 2016

RetireUp, a retirement income planning software provider, partnered with two insurance companies this week to allow advisers to drag and drop the insurers' fixed-indexed annuity products into clients' retirement plans for a quick analysis of...

Advizr offers advisers' clients access to interactive financial planning

February 17, 2016

Business process management company Genpact has partnered with Advizr, a financial planning software provider, to expand its reach with clients who want more interactive options to build a financial plan. With the service, clients can access...

Merrill Lynch launches Social Security claiming tool

February 16, 2016

Years after several independent software companies and numerous financial services firms first began offering Social Security claiming tools to financial advisers, Bank of America Merrill Lynch has unveiled its own proprietary tool. Ben Storey,...

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...

The year of the client portal

February 11, 2016

Technology companies may be falling behind if they don't offer a client portal in some way, shape or form. The latest platforms serve as an important point of contact between the adviser and client, providing end users the ability to view their...

Fidelity using eMoney to create custodial competitor's nightmare

February 11, 2016

Fidelity Investments has set its sights on the ultimate data dashboard for its advisers, likely using eMoney Advisor's technology and the financial planning software's relationships with custodial competitors. The platform, called WealthScape,...

Riskalyze brings advisers automated client checkups during market volatility

February 10, 2016

When the markets go wild, clients may not know that they need to ride out the volatility, but technology vendors are looking to prevent any bad financial decisions with behavioral coaching via new online tools. Riskalyze announced on Wednesday...

Tech vendors upping the ante at T3 for better client experiences

February 9, 2016

Software vendors are gearing up to arm advisers with real-time tools and better web portals as client expectations continue to rise with the advent of more efficient technology. Companies are unveiling ways advisers can meet those standards...

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