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The year of the client portal
Technology companies may be falling behind if they don't offer a client portal in some way, shape or form.
Mind those emails: Don’t fall victim to a cyberattack
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.
What the Apple-FBI feud means for financial advisers and privacy rights
What happens with the tech giant could have ripple effects for financial services. Regulators potentially may get stricter in investigations of brokers.
How to attract, and keep, young high-net-worth clients
Five ways advisers can reinvent their customer service to satisfy this new client base.
Microsoft killing support for older Internet Explorer spells trouble for advisers
Microsoft is shutting down support for older versions of Internet Explorer next week, putting advisers who use the software at risk for malware and malicious cyberattacks.
Wealthfront, staying true to robo roots, faces uphill battle in race for assets
As rivals expand, the robo hasn't hinted at any plans to partner with advisers.
SEC redesigns adviser website to help investors research brokers
The Securities and Exchange Commission is helping investors do their due diligence with improved public disclosure.
Betterment incorporates external accounts onto its client and adviser platform
“Our goal is to be our customer's central financial relationship, where you do everything in the long term,” said Jon Stein, chief executive of Betterment.
Big data ushers in the predictive future
Broker-dealers are figuring out how to position themselves to deliver on this disruptive technology
Why Vanguard is about to engulf the financial planning industry
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Too many robos crowding the market?
Small startups are trying to break into the crowded ranks of adviser-facing robos. But are there too many players now in the market?
Pokemon Go demonstrates a growing trend, even for financial advisers
Gamification may be a path for firms looking to engage with their clients on financial planning.
Betterment, rivals tap into wide open 401(k) market for robos
In spite of tough hurdles, online platforms are positioning to offer plans to the underserved.
RetireUp drags and drops annuities into retirement income planning
RetireUp, a retirement income planning software provider, partnered with two insurance companies this week to allow advisers to drag and drop fixed-indexed annuities products into clients' retirement plans for a quick analysis of what works and what doesn't.
Riskalyze brings advisers automated client checkups during market volatility
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.
Embrace the robo-adviser disruption
Advisers that embrace this disruption and offer a wider range of services will thrive and prosper in the digital age.
The coming wave of adviser technology convergence
Advice industry is in the early innings of what promises to be a new period of major technological change.
Advizr offers advisers’ clients access to interactive financial planning
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.
New bill aims to ease access to online accounts after client’s death
A bill that was introduced in 11 states this month may provide guidance and structure for accessing online accounts upon an individual's death.
TD takes integration approach on robo-strategy over acquisition
TD Ameritrade Institutional, the adviser arm of the custodian, says working with 16 robo-advisory platforms allows advisers to pick their preference.
