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Morgan Stanley creates its own robo-adviser

December 4, 2017

Morgan Stanley is trying to get down with the kids. The banking and wealth management powerhouse is starting a new digital investment platform for clients with as little as $5,000 to invest, according to a statement from the company on Monday....

Protecting client data at advice firms

December 1, 2017

Financial services firms have a target on their back. Given the massive quantity of names, addresses, Social Security numbers, bank account numbers, credit card numbers and other sensitive information kept on file, cyber criminals are going...

Morgan Stanley taps LifeYield to boost tax alpha across client accounts

November 30, 2017

Morgan Stanley has partnered with technology platform LifeYield to enable its approximately 16,000 financial advisers to manage client accounts at the household level. The LifeYield software, which is built around tax-management efficiencies,...

Tamarac opens platform to RightCapital

November 30, 2017

Registered investment advisers using RightCapital's financial and tax planning software can now pull in client account information and holdings data directly from Envestnet's Tamarac tool. The integration automatically updates RightCapital daily...

Fidelity outage sidelines retail customers, but advisers not affected

November 29, 2017

Millions of Fidelity Investment's retail customers were unable to access their online accounts on Wednesday morning due to an internal technical error, according to CNBC and other news outlets, but the outage did not appear to affect advisers...

Graphic: Where IBDs are targeting their technology investments

November 29, 2017

In our annual survey fielded this summer, InvestmentNews found that the typical independent broker-dealer spent $12 million on technology in 2016, representing 7.5% of their total operating expenses and 2.4% of their annual revenues. IBDs projected...

Get smart about the future of trading

November 27, 2017

If there was ever an industry in transition, it's the investment management industry. The pace of change is accelerating and transforming investing. This continuous march in industry transformation began in the mid-1970s with the de-regulation...

Top-earning advisers aim to become industry thought leaders

November 22, 2017

In a study conducted last year by iCapital Network with more than 800 advisers about their day-to-day business activities and ongoing practice development strategies, we learned that top-earning advisers – those consistently earning $1 million...

Wealth managers inundated with questions on bitcoin

November 21, 2017

At 74, Cumberland Advisors' David Kotok has guided wealthy clients through a long career's worth of bubbles and crashes. Now he's being inundated with questions about the latest soaring asset to confound investors — bitcoin. "Clients bring...

A third-party cyber attack is your firm's problem

November 21, 2017

Recent high-profile cyberattacks underscore the importance of tracking how and where client data is used, transferred and stored by third party vendors to RIAs. The reality is, "the cloud" is not – and never was – a cybersecurity solution....

Finra updates and enhances Fund Analyzer tool

November 21, 2017

The Financial Industry Regulatory Authority Inc. has updated its Fund Analyzer tool, which is designed to help investors and financial professionals understand the fees and discounts available on mutual funds, exchange-traded funds, exchange-traded...

Women don't need to be advisers to succeed in advice industry

November 20, 2017

Emotional intelligence is a core asset for any adviser, and one where women often excel. But serving as a financial adviser is not the only role in the advice industry where women can shine. Today, women are making an impact in a variety of...

Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT

November 16, 2017

Large industry events like Charles Schwab's annual IMPACT conference, happening this week in Chicago, are increasingly focusing on technology. Not only are firms integrating third-party software with their brokerage platforms to meet adviser...

Fidelity's eMoney Advisor partners with Schwab

November 15, 2017

Financial planning technology firm eMoney Advisor plans to integrate with Schwab Advisor Services' OpenView Gateway, eMoney announced today at the annual Charles Schwab IMPACT conference in Chicago. The move is interesting given the competitive...

Betterment launches 'free' charitable-giving platform

November 15, 2017

Betterment plans to digitize yet another value proposition of traditional advisers, this time setting its robo-sights on charitable giving. A new feature from the digital adviser, aptly named Betterment Charitable Giving, lets investors donate...

Envestnet Tamarac overhauls adviser software

November 14, 2017

Envestnet Tamarac is launching a significantly redesigned version of its wealth management software suite for advisers. What was formerly known as Advisor Xi is now simply called Tamarac, but the company says the update is much more than either...

Three former TD execs have big plans for small TAMP

November 13, 2017

Three former TD Ameritrade executives are taking over a small turnkey asset management platform with hopes of turning it into a major player in the wealth management industry. Bryce Engel, a former senior vice president and chief brokerage officer...

Smart data can improve behavior, outcomes for retirement savers

November 9, 2017

We have all heard of big data, which the defined contribution industry has not leveraged sufficiently and has gotten a black eye for it. At a recent industry conference, I heard Tina Wilson, senior vice president at MassMutual, mention a new...

Advisers still wary of bitcoin as interest grows

November 9, 2017

Investment advisers still warn their clients about the dangers of bitcoin – but they are getting more inquiries about the cryptocurrency. Bitcoin began the year at $899.65, according to, and was trading Wednesday at $7,229.39...

Capitect using technology to deliver 'mass personalization' to portfolios

November 8, 2017

As passive investing and robo-advisers continue to commoditize investment management, advisers are told they need to find new ways to demonstrate value to clients. An increasingly popular strategy is to turn client assets over to model portfolios...

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