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Morningstar CEO Kunal Kapoor tells advisers to embrace technology

September 20, 2017

Imagine financial technology that can create personal portfolio indexes for individual investors or a computer program that can assign forward-looking performance ratings for mutual funds and ETFs. That's the way Morningstar CEO Kunal Kapoor...

Sallie Krawcheck wants Ellevest to change the way women save for retirement

September 18, 2017

Women's careers are different from men's, and their retirement planning should be, too, is Sallie Krawcheck's pitch. Now Krawcheck, one of the top women on Wall Street, has closed a hefty new round of funding for her startup robo-adviser, Ellevest....

Fidelity robo now available to platform users

September 13, 2017

Financial firms using Fidelity's Wealthscape adviser technology platform now have access to the robo adviser the company has developed with eMoney Advisor. Fidelity's clearing and custody arm has concluded the pilot of the Fidelity AMP (Automated...

7 ways for advisers to help shield clients from Equifax data hack

September 12, 2017

The Equifax security breach, made public last week, leaves 143 million consumers vulnerable to identify theft and credit fraud. But there are some ways advisers can help protect clients from the current and future threats.

Hackers were likely targeting credit card numbers in Equifax heist

September 8, 2017

The criminals who targeted Equifax Inc. and pulled off one of the biggest hacks in history probably had a less aggressive goal than accessing consumers' personal data: stealing their credit card numbers. According to a person familiar with the...

How technology can help advisers manage a new compliance landscape

September 7, 2017

In a post-fiduciary world, the difference between adequate and robust compliance processes will make or break your firm's ability to stay on top of new rules, including the Department of Labor's fiduciary rule and revised ADV disclosure requirements....

Joel Bruckenstein discusses how technology will disrupt the status quo in financial advice

September 7, 2017

The rapid evolution of technology is a reality that the financial advice industry must embrace not just to thrive, but to survive, according to Joel Bruckenstein, president of Technology Tools for Today. "I don't think most advisers are worried...

5 things you must avoid doing on social media

September 7, 2017

Once upon a time (2006), in a land far, far away (California), there lived the man who sent the world's first tweet. "just setting up my twittr," wrote Jack Dorsey, one of Twitter's founders. A lot has changed since then. Twittr is called Twitter....

Industry veterans form tech integrator for advisers

September 6, 2017

Financial advice industry veterans from Pershing and eMoney Advisor have joined forces to build a new firm aimed at providing the financial planning industry with the fintech integration solution it's been seeking. A.I. Labs, which stands for...

Should financial advisers invest in social media?

September 5, 2017

Recently, a tenured adviser called me with a dilemma. His younger counterparts wanted him to purchase a social media system that would integrate blogs, posts, tweets and pictures on various platforms (e.g., Facebook, Twitter, LinkedIn and Instagram)....

Tech bubble just talk — for now

August 24, 2017

Ever since the dot-com bubble burst in 2000, investors have been wary of another tech wreck. And some analysts, worried about some of this year's tech rockets, are saying tech is looking bubbly again. But — at least for now — tech isn't...

The 7 secrets of content marketing ​

August 23, 2017

Here's something that happens to me a lot: I finally convince an adviser to try content marketing. Then I have to talk them down off the ledge once they realize the whole world will be able to read everything they publish online. That includes...

The future looks very different

August 19, 2017

What's next? Is the past prologue?

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

August 18, 2017

Jeffrey Gundlach's new aggressive Tweeting style has sparked a discussion as to whether it makes sense in the financial services industry. The founder and CEO of DoubleLine Capital, a $111 billion asset management firm specializing in fixed...

The DOL fiduciary rule practically necessitates account aggregation

August 18, 2017

We are moving toward a world in which account aggregation will become a necessity for the financial advice industry. Let me explain. Whether it's in January 2018 or July 2019, or at some other date down the road, the Department of Labor's fiduciary...

Automation: An effective way to enhance marketing success

August 18, 2017

Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote...

Advisers turning to text messages to communicate with clients

August 16, 2017

Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect. Advisers are recognizing that response...

Deleting your social media is a bad idea

August 10, 2017

Remember a few weeks ago when Anthony Scaramucci was in the news for deleting tweets? He's not the first high-profile figure to do it, and he won't be the last. Celebrities have been deleting like it's nbd (that's no big deal) for years and...

SEC risk alert calls on advisory industry to do more to shore up cybersecurity

August 8, 2017

Financial advisory firms are getting more advice from federal regulators on steps they should be taking to protect their information systems from hackers. Advisory firms need to do a better job of following their stated cybersecurity policies...

Robos, digital platforms and human financial advice: What investors really want

August 8, 2017

The following is an excerpt from a new research paper, “An adviser's guide to understanding investors' digital DNA,” that was co-developed by InvestmentNews Research and Oranj: The emergence of robo-advice and robo-investing platforms in...

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