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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...

PlanPlus and FinaMetrica merge

August 7, 2017

PlanPlus, a Toronto, Canada-based provider of financial and investment planning software, and FinaMetrica of Sydney, Australia, which offers risk-tolerance measurement tools, have merged to create PlanPlus Global. Shawn Brayman, founder of PlanPlus,...

Custodians are charting fintech's future

August 7, 2017

The nation's largest custodians are racing to align with — and in some cases, buy — the strongest fintech available, as each of the major players seeks to win over advisers by providing the ultimate technology platform. "One of the biggest...

9 strategies to avoid adviser burnout

August 7, 2017

When someone has too many job demands and too few job resources, they fail to take enough time out to recharge themselves and they suffer from burnout, according to Paula Davis-Laack, a stress and resilience expert. To avoid burnout, which can...

Four tech tools for communicating with clients

August 4, 2017

Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important. I have a degree in computer engineering, but pursued a career in wealth management....

LPL preparing two tech additions for advisers and their clients

August 1, 2017

LPL Financial is getting ready to drop two significant technology tools for its more than 14,000 advisers: a finished robo-platform and a new mobile app for clients. The robo-platform, which is called Guided Wealth Portfolios and has been in...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

Betterment funding values firm at $800 million

July 24, 2017

Online financial adviser Betterment has secured $70 million in new funding, boosting its valuation and giving it more clout to compete with rivals in an intensifying market. The new capital, raised from existing investors, values the New York-based...

Understanding algorithms is key to gauging robo fiduciary status

July 22, 2017

Subtle biases in,​ subtly biased advice out — could that be a hidden problem with some robo-advice programs? And if so, can regulators identify it? As reported in the June 30 issue of InvestmentNews, a recent academic paper suggests the...

Tech companies deploy behavioral finance tools for advisers

July 21, 2017

Behavioral finance research is increasingly finding its way into adviser technology aimed at putting clients on their optimal investment and planning paths, and getting them to stay there. Most of the tools begin by assessing client risk tolerances...

Get started with Lists: The best part of Twitter you're not using

July 18, 2017

I remember the day I discovered Twitter Lists and at first being very skeptical. I had been doing social media for years and believed I knew every trick there was to know, so how could Lists add anything of substance? Believe me, they do. Quite...

Rehabilitating a besmirched reputation online can cost time and money

July 17, 2017

Few prospects walk into a financial adviser's office without doing an online background check first, so firms need to have a game plan for tracking and reacting to negative internet posts about the business or its advisers. Even someone who...

How technology will amplify the humanity in financial advice

July 10, 2017

Money is deeply personal. Every day, we wake up to a world in which we're sending kids off to college, paying health care bills for unexpected illnesses, or worrying about the realities of retirement. Our life events are usually inextricably...

How financial advisers can “bridge the digital” divide

July 10, 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: Digital tools can play a crucial role in moving more individuals...

Dominated by women, tech-heavy fund is up 36% on the year

July 6, 2017

Zevenbergen Genea doesn't exactly roll off the tongue. But so far, the $5.7 million fund is on a roll. The fund, which trades under the ticker ZVGNX, is a concentrated, go-anywhere fund that is largely focused in technology. So far this year,...

Advisers envision a disrupted advice industry if Amazon shows up

July 6, 2017

News that Amazon is buying Whole Foods has some financial planners envisioning a transformed advice industry if the internet giant buys its way into the business of delivering personal financial services. The prospect is not much of a stretch...

Changing the financial advice industry narrative: put the client first

July 5, 2017

While the DOL fiduciary rule remains stuck in a political quagmire in Washington and the industry argues the risk of higher compliance costs versus the harm brought by conflicts of interest, our industry needs to look at what it actually means...

Are regulators equipped to monitor robo-advisers as fiduciaries?

June 30, 2017

Securities rules require robo-advisers to act as fiduciaries in providing investment advice to clients, but a new research paper calls into question whether regulators have the necessary tools to monitor these platforms to see if they really...

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