Displaying 4489 results
Should advisers suggest that an algorithm do clients’ saving for them?
An increasing number of companies want to identify — and whisk away — investors' excess cash.
Wealthfront sparks robo price war, drops account minimum to $500
The combative robo-adviser takes a shot at competitors for their fee structures.
Advisers can use the web to facilitate after death-planning talks with clients
Websites exist for gathering documents and preserving key information, sparking adviser-client conversations about planning for the inevitable.
Automated advisers attract much smaller clients than humans: Morningstar
Digital investment platforms with human advisers bring in account balances 10 times higher on average than regular robo-advisers.
Cetera taps Broadridge for adviser-focused mobile app
Crux of the platform is to enable advisers to bolster client relationships while on the go.
The coolest presentation tool
A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices
Stereotypes in risk mean misaligned portfolios
It may be easy, and perhaps unintentional, but advisers' assumptions about a client's risk tolerance can lead to undesirable, maybe even lasting, results.
Apps for financial advisers to help with time management
Managing emails, scheduling appointments, taking calls and even booking dinner reservations with clients not as time consuming as they once were. (Plus: See a snapshot of the top seven apps.)
How high-tech is your firm?
Where do you fall on the technology-adoption scale — and where do you want to be?
Strategies to help advisers craft better, timelier tweets
It takes experience to master the art of generating engagement via Twitter, and it starts with understanding your target audience's preferences and usage patterns.
Adviser: Clients won’t know you exist without a strong digital presence
Firms need a committed online strategy and must ensure the message matches the media.
Avoid the summer slowdown by using social media
Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.
By moving sales materials to the cloud, advisers stay nimble and compliant
In a world of instant information, available everywhere, investors increasingly expect something similar in communications from their advisers.
BattleBots: Big firms run past startups in the robo race
With Vanguard Personal Advisor Services already at $21 billion in AUM, Charles Schwab Intelligent Portfolios just crossed the $3 billion mark — ahead of Wealthfront and Betterment.
Advisers need to pick up their game when calculating clients’ retirement
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
Schwab launches adviser-facing robo service
Institutional Intelligent Portfolios compels advisers to keep at least 4% cash allocation, offers platform for 10 bps.
Most investors likely to use robo-advice: Survey
Overall awareness still low but expected use forecast to climb sharply over next five years.
Fox Financial Planning Network launches robo-guide
New services from organizations including Jemstep walk advisers through platforms.
Breaking down the best robos for your practice
Advisers have a lot to consider when picking an automated investment service to use with their clients — here is a rundown of the features and functionality of the top adviser-targeted platforms.
How to meet robo-advisers head on
Robo-technology is here to stay. Adjust your strategy to ensure that you are too.
