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Robo-advisers can have a positive influence on clients’ financial literacy
Better client understanding of the investing process should be a boon to the client-adviser relationship.
Personal Capital hires investment bank to find buyer, funding – peHUB
Personal Capital, the hybrid robo-adviser with $1.5 billion in assets under management, is seeking a buyer and is in its fifth funding round, according to private equity website peHUB.
Advisers are texting, but are they compliant?
Firms need to have proper supervision over their advisers' text messaging activities as regulators pay closer attention to compliance infractions.
Commonwealth Financial builds its own client management system
Commonwealth Financial Network has created its own CRM to replace its previous Microsoft Dynamic model.
Adviser’s Consultant: Separate your robo and traditional planning offers to succeed in two markets
Art Haws of HawsGoodwin Financial says advisers must consider cost, integration and marketing the new automated platform separately from the main financial planning operation.
2015 tips for advisers’ tech and taxes
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
Are HFT and computers to blame for the market’s quick drop?
The Dow's 1,100-point drop off the opening bell Monday cost investors untold amounts of money and suggests the market is still broken.
Merrill Lynch is developing its own robo-adviser
Merrill Lynch has dozens of employees working on a robo-adviser prototype for Merrill Edge that's set to be unveiled next year.
Is Fidelity’s plan to ditch relationship with Betterment and build its own robo too little, too late?
Fidelity Investments plans to sever its relationship with robo-adviser Betterment Institutional in December in favor of building an automated investment platform on its own.
Danger, Will Robinson! Will robots take over the financial advice industry?
MarketCounsel panelists agree that in the future, human advice will be integrated with digital platforms and technology to improve financial planning.
Betterment hits $3 billion AUM, blows past start-up competition
Chief executive Jon Stein says growth driven by consumer demand.
Portfolio rebalancing breakdown
Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client’s portfolio…
Here’s the price advisers pay for ignoring boring email archives
Failure to report electronic records could lead to violation of regulators' rules.
How automation and integration can turn advisory firms into well-oiled machines
Advisers that resist embracing a truly integrated technology platform are missing out
SheCapital gets women started with investing
After an illness unexpectedly put her in charge of her father's finances, SheCapital founder Tina Powell started a program to help fellow women better manage money.
Will Fidelity kill goose that laid the golden egg?
No matter how many times Fidelity Investments tries to reassure eMoney Advisor customers that it is not going…
Cybersecurity for the insecure RIA
Ways to prevent a bad outcome when examiners come to assess your cybersecurity efforts
Is it possible to add clients, earn more and work less?
Even for small 'lifestyle practices,' technology can help make a firm more efficient and successful.
Financial Engines’ acquisition of The Mutual Fund Store a turning point in robo debate
Deal is proof positive that online advice platforms will need human advisers to offer a full menu of financial planning services.
