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Morgan Stanley gives close-up look at new adviser technology suite

June 12, 2018

In addition to accessing a larger share of clients' wallets, Morgan Stanley believes its new integrated technology platform will make it easier for brokers to offer comprehensive financial advice and goals-based planning. At a demonstration...

Cyber assailants targeted in important new security sweep

June 7, 2018

According to compliance and cybersecurity experts, financial industry regulators are embarking on a new cybersecurity sweep, with a focus on registrants' data loss prevention, oversight of third-party service providers and incident response...

Financial professionals targeted by sophisticated 'keylogger' malware

June 6, 2018

The good news is that financial institutions are better than other industries at preventing malware and other hacker threats, according to a new report from cybersecurity firm Lastline. The bad news: that higher level of security is inspiring...

Orion sets sights on breakaway brokers

June 6, 2018

Orion Advisor Services is the latest technology company turning its attention toward breakaway brokers. The portfolio management software provider announced a new program on Wednesday called Fast Track to support advisers leaving wirehouses...

SEC approves paperless mutual-fund reports

June 5, 2018

Expressing concern for the environment and a desire to meet consumers' communication preferences, the SEC has voted to allow fund companies to post documents on websites and tell shareholders how to access them electronically. The move was a...

Allianz and Vestwell partner on 401(k) distribution

June 5, 2018

Allianz Life Insurance Co. of North America has forged a sales partnership with Vestwell designed to distribute the 401(k) robo-adviser's services through thousands of independent retirement-plan advisers. Allianz, which offers insurance products...

Some social media advice never goes out of style

June 1, 2018

I've been writing columns about social media for nearly 10 years now, and in all of that time I've stressed the importance of watching what you say, being professional 24/7/365, and keeping personal opinions about current events and politics...

Fees on savings apps can add up

June 1, 2018

While the early digital advice startups showed how technology can make financial advice more accessible for young, mass-affluent consumers, a new generation of mobile app-based robo-advisers are looking to introduce investing and saving to people...

Schwab taps Andrew Salesky to lead adviser technology

June 1, 2018

Andrew Salesky is now in charge of technology solutions at Charles Schwab Advisor Services. With more than 20 years at Schwab, Mr. Salesky most recently led the firm's global data efforts within the digital services team. According to a statement...

Heard of Chalice? It's being called Amazon Prime for financial advisers

June 1, 2018

Keith Gregg has rolled up his sleeves to dig himself into his latest venture, Chalice Wealth Partners, an enterprise he is touting as Amazon Prime for financial advisers. The "member benefit organization" is designed to "connect all the products...

Principal Financial acquires digital advice startup RobustWealth

May 30, 2018

Principal Financial Group is acquiring financial technology startup RobustWealth to improve its own technology offering and expand distribution capabilities among the banking, broker-dealer and registered investment adviser channels. Principal...

Advisers: Technology alone won't transform your business

May 29, 2018

Technology isn't the magic wand for financial advisers hoping to expand their practices beyond portfolio management services. New tools and platforms can add significant value if used correctly, but most financial advisers are taking the wrong...

Ladenburg partnering advisers with startups to accelerate tech innovation

May 29, 2018

Ladenburg Thalmann is trying a unique approach to encourage technology innovation at the independent broker-dealers under its umbrella. The Ladenburg Innovation Lab, launched earlier this year, is bringing together growth-oriented financial...

Morgan Stanley wants brokers to use new tech to chase $2 trillion in assets held outside the firm

May 29, 2018

Morgan Stanley is betting that its brokers will use a new, integrated wealth management platform to grab some of the roughly $2 trillion in assets its clients currently hold outside the firm. In a presentation Tuesday in New York that focused...

Fintech leaders address adoption and integration

May 23, 2018

Leading custodians, broker-dealers and RIAs continue to increase their investment in adviser technology, according to InvestmentNews research. That increase in spending brings an enhanced concern that field advisers and support staff are fully...

What one thing would you do to assure your firm is competitive for the next decade?

May 22, 2018

At the Icons & Innovators award ceremony held at the grand University Club in New York City I had the privilege of sharing a panel with lions of the industry: David Booth, founder of Dimensional Fund Advisors, Ken Fisher, founder of Fisher Investments,...

Envestnet Yodlee raises the bar with AI-powered apps

May 21, 2018

Any doubts as to who is leading the way on adviser technology should be put to rest after last week's Envestnet Advisor Summit. In addition to announcing updates to Tamarac and a plan to launch an annuities marketplace, Envestnet gave a first...

Envestnet details plan to add annuities to wealth management platform

May 18, 2018

Envestnet plans to add insurance to the ever expanding list of products and services it offers to financial advisers. First announced by president Bill Crager during his welcoming keynote at the Envestnet Advisor Summit on Wednesday, the company...

Envestnet Tamarac announces new client portal features and financial planning

May 17, 2018

Turnkey asset management platform Envestnet announced a slew of new features coming to Tamarac, the company's technology suite for financial advisers, on Wednesday at the 2018 Envestnet Advisor Summit in New Orleans. Tamarac is updating its...

Advisers and clients agree: Life's better in the wealth management ecosystem

May 15, 2018

Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."...

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