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How advisers can survive disruptive technology

January 31, 2018

Change or die. That's the new mantra adopted by Vijay Sankaran, TD Ameritrade's chief information officer, to sum up his approach to new technology. Kicking off TD's 2018 National LINC conference in Orlando, Fla., Wednesday morning, Mr. Sankaran...

Three incorrect assumptions all robo-advisers make about clients

January 31, 2018

United Capital CEO Joe Duran says the financial plan you've crafted for your client is wrong. In fact, the surer you are that it's accurate, the higher the chance that it's wrong. Speaking Wednesday at TD Ameritrade's 2018 National LINC conference...

Reining in cryptocurrency top priority for SEC

January 31, 2018

Several weeks after becoming the top cop for U.S. markets last May, Jay Clayton began reading everything he could get his hands on about bitcoin, realizing it was quickly evolving from a method of payment to a global investment craze. Since...

The 4 I's of building your best tech stack

January 30, 2018

Choosing new technology solutions for your firm can feel like upsetting the apple cart. Why, you may ask, should you pay money to fix something that doesn't seem broken? We go through the pain of choosing a new tech stack because we want to...

This is the No. 1 cybersecurity threat to financial advisers, experts say

January 30, 2018

Phishing, the fraudulent practice of sending emails from supposedly reputable companies in order to get individuals to reveal personal information, is still the biggest cybersecurity threat financial advisers and their clients face in 2018,...

Wealthfront app to help millennials with this lofty goal

January 29, 2018

Wealthfront is expanding the functionality of an automated financial planning application it launched in February to help its millennial clients buy a home. The digital platform's Path app will now combine a client's financial information with...

Orion launches direct indexing

January 29, 2018

Orion Advisor Services is expanding its portfolio accounting technology with a new feature to make it easier for advisers to build portfolios using direct indexing. Direct indexing involves replicating the performance of an index by purchasing...

Empower unveils free 401(k) diagnostic tool

January 25, 2018

Empower Retirement, one of the largest providers of defined contribution plans, is trying to court retirement plan advisers with a new plan diagnostic tool that's free for advisers, whether or not they use Empower as a record keeper. The launch...

Retirement robo-adviser doubled assets to $2 billion in six months

January 23, 2018

Blooom, an online investment adviser focused on 401(k) and 403(b) retirement plans, doubled its assets over the last six months to hit $2 billion under management. The retirement robo-adviser reached the $1 billion milestone a year faster than...

Betterment beefs up 401(k) advisory board with ex-Vanguard expert

January 23, 2018

Betterment is beefing up its 401(k) business' advisory board, a sign that the robo-adviser could be preparing to make a more aggressive play into the retirement plan provider market. The Betterment for Business board is adding Barbara Fallon-Walsh...

Fintech startup wants to help advisers find and sell muni bonds

January 23, 2018

It's like Zillow, but for bonds. That's the idea behind Bond Navigator, a cloud-based digital marketplace for advisers to find and evaluate municipal bonds, that launched Tuesday from startup 280 CapMarkets. Gurinder Ahluwalia, the co-founder...

XY Planning Network payment tool now available for all fee-based planners

January 22, 2018

If consumers can automatically pay their Netflix or Amazon Prime subscriptions each month using a credit card, why can't they do the same for financial planning? That's the questions Michael Kitces and Alan Moore, co-founders of the XY Planning...

Securities America latest broker-dealer to let advisers use text messaging

January 18, 2018

More financial institutions are bringing text messaging to their advisers. Securities America, a subsidiary of Ladenburg Thalmann Financial Services, has a new app that lets advisers use their personal mobile devices to send and receive texts...

Carson Group platform gives investors financial planning choices

January 18, 2018

The Carson Group on Thursday announced a digital platform that is designed to offer investors the full range of financial planning services, from robo to human adviser. The platform is made up of four-stages that allows clients to move from...

Fintech learns to play nice with traditional institutions

January 12, 2018

Fintech is finally learning to play nice with the financial services industry. The last couple of years have seen fintech upstarts forge successful partnerships with incumbent financial institutions to better the industry from the inside out....

Apex partners with Trizic to reach more advisers

January 12, 2018

Apex Clearing is looking to expand its digital custody and clearing brand into the human adviser market though a new partnership with Trizic, a technology vendor that develops digital advice products for advisers. Trizic, which counts FIS and...

Envestnet adds easier document storage to Tamarac

January 11, 2018

Envestnet has enhanced the document vault file-storage system within its Tamarac portfolio and client management platform, eliminating the need to use a third-party vendor for file sharing. The company, which introduced a redesigned Tamarac...

Merrill Lynch to let advisers text with clients

January 11, 2018

Merrill Lynch Wealth Management wants investors to be able to text their financial advisers. Bank of America's wealth management division announced Thursday new client-to-adviser texting capabilities as part of a suite of digital client collaboration...

SS&C buys DST for $5.4 billion in cash

January 11, 2018

Financial software giant SS&C announced Thursday its largest acquisition to date: a $5.4 billion cash purchase of DST Systems, a rival technology provider to asset managers, brokerages, retirement firms and health-care providers. The acquisition...

Bloomberg terminal alternatives popular with advisers

January 10, 2018

When YCharts debuted in 2009, the cloud-based financial portal billed itself as a potential threat to the Bloomberg Terminal's dominance over real-time market data. Bloomberg remains a powerhouse eight years later, but YCharts, and other startups...

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