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Wealthfront creates in-house mutual fund to introduce risk parity strategy

February 26, 2018

Wealthfront has criticized its digital advice competitors for selling proprietary investment products, but now it has created its own mutual fund. The fund is aimed at helping Wealthfront implement a risk parity strategy for taxable accounts...

AI, social media have an important place in the advice world

February 23, 2018

Technology is fundamentally shifting societal norms, expectations and behaviors, and advisers must adjust to them if they want to survive. Just consider what we used to tell children about getting into cars with strangers, said Sunayna Tuteja,...

Lori Hardwick joins Riskalyze board ​

February 23, 2018

Riskalyze, an Auburn, Calif.-based provider of risk assessment and account automation tools, has appointed Lori Hardwick to its corporate board. Ms. Hardwick is the co-founder and president of Advisor Innovation Labs and previously served as...

Why cryptocurrency could be your worst tax nightmare

February 23, 2018

Investors peppered wealth managers with questions about bitcoin throughout 2017 and the cryptocurrency soared in value and mainstream awareness. While most professionals did not recommend buying the volatile asset, many clients took the plunge...

Advisers bemoan LPL's technology platform change

February 22, 2018

After years of effort to move to a new platform for wealth management, LPL Financial is still fumbling around with the latest technology for its more than 15,200 advisers. LPL advisers on a private LinkedIn chat room this month were sounding...

Euphoric rush to invest in crypto quickly turns painful

February 21, 2018

Making big bets on speculative assets with retirement money is something most advisers warn against, but bitcoin fever is prompting all sorts of puzzling decisions. For 67-year-old Dennis Gartman, the longtime publisher of a namesake daily investing...

T. Rowe Price expands partnership with Financial Engines

February 15, 2018

Financial Engines announced Thursday an expanded relationship with T. Rowe Price to bring all of Financial Engines' managed-account services to participants of retirement plans that T. Rowe Price administers. With the change, defined-contribution...

Legislation is needed to help heirs access bitcoin accounts

February 14, 2018

Five years ago, Matthew Moody was killed during an observational flight when the two-seater plane he was in crashed flying over a canyon in Chico, California. His father, Michael Moody, knew his 26-year-old son had been mining bitcoins — today...

Fintech aims to digitize estate planning

February 14, 2018

Technology has digitized goals- and cash-based planning, but developers have largely ignored the final phase of an investor's financial life — after-death planning. The estate planning world still relies primarily on paper documents and file...

Cybersecurity officers moving up the organizational chart

February 14, 2018

Cybersecurity has moved out of the server room and into the board room. The chief information security officers at financial institutions are increasingly being thrust into the organizational spotlight as concerns with data security grow, according...

LPL rolls out robo-adviser to regional bank

February 13, 2018

Regional banks are now looking at offering robo-advice to expand their presence in the financial advice market. Webster Bank, a $26.4 billion financial institution with branches in Connecticut, Rhode Island, Massachusetts and New York, announced...

Merrill Edge adds ESG scores to client dashboard

February 12, 2018

Merrill Lynch is making impact investing a centerpiece of Merrill Edge, the firm's digital investment service tailored to clients with less than $250,000 of investible assets. An update on Monday refreshes the Merrill Edge user interface and...

Personal Capital is the latest robo to offer SRI

February 9, 2018

Personal Capital is the latest digital advice provider to offer investors socially responsible investment strategies. For no extra charge to clients, Personal Capital will screen U.S. equity holdings based on environmental, social and governance...

Fintech looks to the future of financial advice at T3

February 8, 2018

If the theme of the 2017 T3 Conference was the fiduciary rule, 2018 was all about the future of financial advice. Following a presentation Wednesday morning by Ric Edelman, the founder and executive chairman of Edelman Financial Services, on...

TD Ameritrade expands reach to customers via new Twitter service

February 8, 2018

TD Ameritrade Holding Corp. could be sliding into your DMs. The brokerage is allowing customers to buy and sell stocks and exchange-traded funds using direct messages on Twitter Inc.'s platform, months after creating a similar feature for Facebook...

Raymond James helping advisers offer new retirement expertise

February 7, 2018

People are living longer than ever and many retirees aren't prepared for the increased challenges and expenses they will face during all those extra years. Financial advisers often feel ill-equipped to help them, but there are tools that can...

Fidelity reveals three new big-data tech tools

February 7, 2018

Fidelity Institutional announced three new data tools coming to Wealthscape — its consolidated technology platform for broker-dealers, registered investment advisers and family offices — over the next year. The first is Consolidated Data,...

Envestnet releases mobile Tamarac tool as tech conference opens

February 7, 2018

Envestnet Tamarac launched a new mobile app for registered investment advisers to engage with their clients on iOS and Android devices, in the first of dozens of expected adviser technology announcements due this week out of the Technology Tools...

Market pullback presents robo-advisers with biggest test yet

February 6, 2018

Robo-advisers underwent their biggest stress test to date Monday as the market's slide drove a surge in the volume of investors trying to access their accounts at the fledgling companies, most of which aren't yet 10 years old. The experience...

Robo-adviser websites crashed as market slid

February 5, 2018

Robo-advisers haven't had much experience with market routs. When confronted with one on Monday, they struggled. The websites of two of the country's biggest robo-advisers — Wealthfront Inc. and Betterment — crashed as the S&P 500 Index...

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