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Exclusive: Schwab robo-adviser crosses half-billion dollar mark
Retail investors respond in large numbers to the Intelligent Portfolios offering.
Clients won’t go anywhere if you robo-proof your practice
Advisers can highlight comprehensive financial planning as the real value they offer, not just picking funds.
Capital One joins the hybrid robo movement
Big bank meshes human advisers with its digital investing platforms.
Why investing in local, SEO-driven adviser websites is the new priority
Advisers in local communities gain trust as they grow their client base and, in doing so, also enhance the firm's brand.
7 technology tricks advisers should be using
Today, we can call our clients as we drive down the road and email them documents using the very same device we use to make phone calls.
The trouble with tech integration for advisers, vendors
Onboarding a new technology platform or software system is often not what it seems.
United Capital pivots away from mutual funds to proprietary asset management program
Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.
New alt investments online platform attacks hedge fund fees
HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.
Your opinion matters — take our tech product survey
Advisers, tell InvestmentNews what types of software and devices you use.
Why you need to think like a technology company
As the digital age of finance arrives, the opportunities for you and your clients have never been more abundant.
Want to survive an SEC audit? Go paperless
Going paperless at the office is more than a nod to environmental virtuousness, it just might give advisers a leg up on SEC compliance exams.
A new way for advisers to keep up to speed on clients’ life events
The online tool lets advisers ask clients questions about their biggest life changes without emailing or calling for periodic check-ins.
Uber versus yellow cabs: A fight advisers should watch
This loud battle provides some important lessons for financial advisers who want to avoid going the way of the cab driver.
Pershing adds Vestorly’s digital marketing and data services to toolbox
Firm's advisers will now be able to curate and customize posts from around the web for clients and prospects.
Why high-performing advisers are aggressively adopting technology
With the industry at a technology tipping point, here's what the leading advisers are doing on the technology front
Making the most of Facebook for your advisory practice
Establishing your presence on the site is the first step in making the platform work for you.
FTC investigation finds glitch to blame in Morgan Stanley data breach
Morgan Stanley won't face Federal Trade Commission action as a result of a data breach that compromised information of some 350,000 clients.
What advisers should do after a cyberattack
Hacks are becoming more common, and knowing how to respond quickly is critical.
More than ever, advisers make a splash with social media
Use of LinkedIn, Facebook and Twitter all up significantly, surveys show
Wealthy millennials using robos for retirement planning
But tax, estate and debt planning not high on their agenda for online financial tools
