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Retail brokers benefitted from the first quarter's volatility

April 20, 2018

Retail brokerages ETrade Financial Corp. and Charles Schwab Corp. welcomed the return of volatility. The jump in the VIX from single digits to an average reading of 17.4 for the first quarter may have worried their clients, but the brokers saw...

Yes, technology is important to young investors. But they value advisory relationships, too

April 20, 2018

Increased options for online advice have many wondering how the future of the financial advice industry will be shaped. Robo-advice is gaining traction both in stand-alone platforms as well as direct offerings from advisers. As younger and more...

Wealthfront cutting costs on its risk parity mutual fund

April 18, 2018

Wealthfront Inc. is cutting costs on its proprietary mutual fund, less than two months after the fund was first announced. The digital adviser said Wednesday that it had transferred $500 million of client assets into the mutual fund, making...

Acorns co-founder believes his new technology can get clients more engaged with investments

April 16, 2018

One aspect of the investing ecosystem that has remained decidedly analog is the framework for investors to engage with the companies and funds. When the packet of proxy voting documents arrives in the mail, it usually goes straight into the...

With new acquisition, Wall Street's 'vampire squid' aims to be cuddly

April 16, 2018

Goldman Sachs, which paid a $550 million penalty for designing an uber-complicated synthetic collateralized debt obligation and then misleading institutional investors about how the contraption worked, has bought a personal finance app called...

United Capital letting more advisers use this part of its technology tools

April 16, 2018

United Capital is making it easier for advisers to use its suite of client engagement tools. Third-party firms can now plug a white-label version of United Capital's technology directly into their existing client relationship management (CRM)...

Fintechs aiming AI at advisers

April 14, 2018

It isn't just the large financial firms that are working on artificial intelligence technology for advisers. Several independent technology vendors are exploring how AI can improve the functionality of their products for financial planners....

Artificial intelligence coming to life in financial advice

April 14, 2018

Imaginearriving to work in the morning — the lights already powered on, the temperature set the way you like it, the coffee brewed — and being greeted by an assistant that spent all night preparing a prioritized list of opportunities for...

DOL fiduciary rule helped birth new model portfolio breeds

April 13, 2018

Advisers have deployed investment models in client portfolios for decades, but the types of models available and how advisers are using them are rapidly changing, a new report said. A number of factors are contributing to the rise of these products,...

SIFMA issues guidelines for using data aggregation

April 12, 2018

Technology that can pull together financial data from across the industry is increasingly popular. Such aggregators give advisers a more comprehensive view of their clients' assets to improve the advice and financial plans they deliver. Aggregation...

NorthStar Financial acquires $10 billion TAMP

April 11, 2018

NorthsStar Financial Services plans to acquire FTJ FundChoice, a turnkey asset management program with $10 billion in assets under administration. With the addition of FTJ FundChoice, NorthStar will support $690 billion in assets across its...

Technology must reinforce trust, or else

April 10, 2018

Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're...

UBS giving SigFig-powered robo to certain clients

April 6, 2018

UBS Wealth Management USA is bringing the digital advice technology it developed with SigFig directly to consumers. The platform, dubbed UBS Advice Advantage, introduces a new hybrid robo-advice product that features many of the trappings of...

Why Amazon won't enter the advice market

April 4, 2018

Despite what many see as the inevitability of tech giants entering the financial advice business, the economics of doing so — as well as the intensely regulated nature of the business — make their entry unlikely, according to a new report...

It may be too early to write off robo start-ups

April 3, 2018

News that robo-adviser Wealthfront's valuation dropped was read by many in the financial advice industry as the writing on the wall for direct-to-consumer digital advice startups. According to Bloomberg News, citing unnamed sources, the $75...

Social media helps gain clients, but changes relationships, study finds

April 3, 2018

Social media has changed adviser-client relationships, helping advisers attract and retain clients, but leading to fewer face-to-face meetings or phone conversations, a study by Putnam Investments finds. In its fifth Social Advisor Study, Putnam...

Beyond payroll: What makes broker-dealers successful

April 2, 2018

Every wealth management firm understands how its ability to attract and retain advisers impacts its financial health. Yet, there are challenges: New regulations, an aging field force, and the emergence of alternative distribution channels must...

Social media spring cleaning is a must — now more than ever

March 30, 2018

I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait). I'm guessing...

Envestnet looking to support breakaway advisers

March 28, 2018

Envestnet Tamarac is getting into the business of supporting breakaway advisers. On Wednesday, the company launched an offering it calls Quick Start that will get new registered investment advisers up and running on the Tamarac portfolio management...

Betterment to let humans customize robo portfolios

March 28, 2018

Betterment is giving advisers and some of its retail clients more control over how money is invested. With Flexible Portfolios, which the robo-adviser launched Wednesday on both its retail-facing product and Betterment for Advisors, users can...

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