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Vanare’s Lex Sokolin to join London-based research firm
Mr. Sokolin will remain a shareholder and member of Vanare's Board of Directors, while Ken Manning will succeed him.
Invesco acquires robo-adviser Jemstep
Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
When is it time to throw in the towel on technology?
We are always telling clients not to throw good money after bad. That advice applies to us as well.
Bright side of the new DOL fiduciary rule: Tech and efficiency
The rule is likely to unleash a wave of software upgrades and business relationships that will result in greater efficiencies for advisory firms.
Using PowerPoint for client meetings
Numbers need to be in a visual format that conveys how clients are reaching their goals and making money.
Goldman Sachs to acquire retirement-savings startup
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.
Morningstar launches new client portal to tap data aggregation capabilities
The company is tackling two trends in financial technology: better dashboards for clients and pulling in held-away assets.
Janney Montgomery Scott partners with Quovo on goals-based budgeting tool
The firm plans to zone in on finance tracking to help clients really understand the 'big picture.'
What it takes to really have a digital advisory firm
A guide to understanding the spectrum of digitization at financial firms
What advisers can learn about technology from Guns N’ Roses
We can communicate with clients through newsletters, emails and blogs or even videos and webinars, but it's more important to interact.
Chinese acquisition of AssetMark raises questions
The Chinese are coming! The Chinese are coming! They’re coming to the U.S. investment advice market, as reported…
Morningstar offers office software on iPad app
Now advisers can easily view client information and investment data anywhere any time.
China’s Huatai Securities acquires tech provider AssetMark
Huatai Securities, a Chinese securities group with brokerage and investment services, has acquired AssetMark, a wealth management technology…
In wake of DOL fiduciary rule changes, technology can solve problem of small accounts
Advisers should weigh wealth management technology as an answer to their small-account woes.
Robo-advisers poised for DOL fiduciary rule, but unintended consequences loom
Uniformity, pressured large institutions are just two of the possible outcomes for automated investing services.
In Apple’s universe, does one size fit all?
When it comes to technology, we all want it all. But we all can't agree on size
Why financial advisers want to become online rock stars on Investopedia and NerdWallet
Answering questions for free has long lasting impact, helps marketing efforts.
For robo-advisers, the next bear market will be a big test
Robo-advisers might have more reasons to be worried about the next bear market than investors do.
IBM ramping up efforts to predict investor behavior, life events
Pairing technology with humans goes beyond asset management, by getting to know the client — and maybe even their future.
Boston-based Cambridge Savings Bank partners with robo-adviser SigFig
More and more, banks are picking up digital wealth management tools for its customers.
