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United Capital letting more advisers use this part of its technology tools

April 16, 2018

United Capital is making it easier for advisers to use its suite of client engagement tools. Third-party firms can now plug a white-label version of United Capital's technology directly into their existing client relationship management (CRM)...

Fintechs aiming AI at advisers

April 14, 2018

It isn't just the large financial firms that are working on artificial intelligence technology for advisers. Several independent technology vendors are exploring how AI can improve the functionality of their products for financial planners....

Artificial intelligence coming to life in financial advice

April 14, 2018

Imaginearriving to work in the morning — the lights already powered on, the temperature set the way you like it, the coffee brewed — and being greeted by an assistant that spent all night preparing a prioritized list of opportunities for...

DOL fiduciary rule helped birth new model portfolio breeds

April 13, 2018

Advisers have deployed investment models in client portfolios for decades, but the types of models available and how advisers are using them are rapidly changing, a new report said. A number of factors are contributing to the rise of these products,...

SIFMA issues guidelines for using data aggregation

April 12, 2018

Technology that can pull together financial data from across the industry is increasingly popular. Such aggregators give advisers a more comprehensive view of their clients' assets to improve the advice and financial plans they deliver. Aggregation...

NorthStar Financial acquires $10 billion TAMP

April 11, 2018

NorthsStar Financial Services plans to acquire FTJ FundChoice, a turnkey asset management program with $10 billion in assets under administration. With the addition of FTJ FundChoice, NorthStar will support $690 billion in assets across its...

Technology must reinforce trust, or else

April 10, 2018

Look around that desk of yours for a moment. Think about your personal relationships, your work, your family and even your own daily habits. Technology plays a role in every aspect of your life, sometimes without your even knowing it. We're...

UBS giving SigFig-powered robo to certain clients

April 6, 2018

UBS Wealth Management USA is bringing the digital advice technology it developed with SigFig directly to consumers. The platform, dubbed UBS Advice Advantage, introduces a new hybrid robo-advice product that features many of the trappings of...

Why Amazon won't enter the advice market

April 4, 2018

Despite what many see as the inevitability of tech giants entering the financial advice business, the economics of doing so — as well as the intensely regulated nature of the business — make their entry unlikely, according to a new report...

Social media helps gain clients, but changes relationships, study finds

April 3, 2018

Social media has changed adviser-client relationships, helping advisers attract and retain clients, but leading to fewer face-to-face meetings or phone conversations, a study by Putnam Investments finds. In its fifth Social Advisor Study, Putnam...

It may be too early to write off robo start-ups

April 3, 2018

News that robo-adviser Wealthfront's valuation dropped was read by many in the financial advice industry as the writing on the wall for direct-to-consumer digital advice startups. According to Bloomberg News, citing unnamed sources, the $75...

Beyond payroll: What makes broker-dealers successful

April 2, 2018

Every wealth management firm understands how its ability to attract and retain advisers impacts its financial health. Yet, there are challenges: New regulations, an aging field force, and the emergence of alternative distribution channels must...

Social media spring cleaning is a must — now more than ever

March 30, 2018

I'm guessing that as a financial adviser you go to great lengths to keep your office clean. After all, you'd be embarrassed if a client could sign his or her name in dust on your fancy wooden desk. (Grab some lemon Pledge, I'll wait). I'm guessing...

Envestnet looking to support breakaway advisers

March 28, 2018

Envestnet Tamarac is getting into the business of supporting breakaway advisers. On Wednesday, the company launched an offering it calls Quick Start that will get new registered investment advisers up and running on the Tamarac portfolio management...

Betterment to let humans customize robo portfolios

March 28, 2018

Betterment is giving advisers and some of its retail clients more control over how money is invested. With Flexible Portfolios, which the robo-adviser launched Wednesday on both its retail-facing product and Betterment for Advisors, users can...

Vanguard wrestles with new service problems

March 27, 2018

Vanguard investors complained Tuesday about getting erroneous messages about not having enough money in their settlement accounts to make trades. On the Bogleheads.org message board, about a dozen Vanguard investors complained about the same...

Social media all-stars of the financial advice community

March 24, 2018

President Donald J. Trump isn't the only one using tweets to rock the world these days. These advisers and other professionals who are influential in the financial planning domain are blogging, posting and tweeting their way to the heights of...

BlackRock turns to robos to drive latest push into active ETFs

March 23, 2018

BlackRock Inc., the world's largest asset manager, which has a multitrillion-dollar kingdom of passively managed portfolios, is turning to robots to drive its latest push into active exchange-traded funds. The firm is starting a suite of ETFs...

Former TD exec Tom Bradley lands on fintech board

March 22, 2018

Seven months after parting ways with TD Ameritrade, Tom Bradley has landed a gig on the advisory board of financial technology firm MaxMyInterest. Mr. Bradley, 55, who spent 31 years at TD and remains under a non-compete agreement through March...

What to make of Morgan Stanley's new robo

March 22, 2018

Morgan Stanley is testing how an old-school gang of brokers and advisers and a newfangled, algorithm-driven robo-adviser can work together. When Morgan Stanley said last May that it was cutting back on recruiting and would focus on building...

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