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Integration—The Holy Grail of Financial Technology

May 1, 2017

Integration means different things to different people, but in our industry, I liken it to the holy grail of financial technology. Why? Integrated systems improve efficiency, allowing you to, for example, input a piece of data once and automatically...

Why advisers should update at least one tech system every year

March 2, 2017

Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system...

New cybersecurity regulation hits New York financial firms March 1

January 17, 2017

New cybersecurity rules for some financial services providers are set to take effect March 1 for firms doing business in New York, and the new requirements may be showing up around the nation before too long. The fairly prescriptive proposed...

Watch for this new cybersecurity scam, IRS warns

January 13, 2017

The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance. A new phishing scheme is making the rounds where cybercriminals pose as an individual...

RIAs find it easy to justify spending more on technology in 2017

December 27, 2016

Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether. “There is no way we will become robo advisers, but we have to create a digital experience because...

Even low-tech tools can trip up advisers going independent

October 24, 2016

One benefit — or detriment, depending on your outlook — of working for a large firm is that your technology platform is mostly prescribed to you. The firm tells you what you will use or provides a very short list of approved providers. When...

Fidelity's robo for financial advisers will give clients eMoney tools

October 18, 2016

Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....

Banks' collaborations with technology firms will benefit financial advisers

October 11, 2016

A recent CB Insights study highlighted some interesting numbers about the “fintech boom” that industry experts and journalists have been discussing over the past year or so. CBI found that a large source of fintech growth has come from banks...

Merrill Lynch enters the robo-advisory business

October 5, 2016

The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...

Tech-tardy advisers, prepare for a late-adopter penalty

September 27, 2016

Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said. “As an industry we are late adopters of technology because...

Financial advisers severely underestimating cyberthreats: experts

September 20, 2016

The biggest technology threat to the financial advisory industry might be underestimating the risk of a technology threat in the form of a determined hacker or illusive virus. According to a panel of technology security experts speaking Monday...

Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

September 7, 2016

Morningstar's board of directors selected Kunal Kapoor, 41, to be the company's new CEO, succeeding founder Joe Mansueto, who will become executive chairman. InvestmentNews talked to Mr. Kapoor and asked him about Morningstar's role with advisers...

Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind

June 16, 2016

The Vanguard Group has a message for financial advisers: Stop resisting the robo-advice movement and instead, run toward it with gusto. Speaking Wednesday in Chicago at the Morningstar conference, Vanguard chief executive William McNabb said...

Adviser trade groups tap tech vendors as an extra perk for members

May 17, 2016

Non-profit organizations in the industry boast numerous ways advisers can build their practices, such as solid networking opportunities and extensive conferences, but members often overlook the technology perks they can get with various vendor...

Morningstar launches new client portal to tap data aggregation capabilities

May 2, 2016

Morningstar launched a new client portal for advisers on Monday, saying the service will free up adviser time and strengthen relationships between advisers and their clients. Client information will be updated daily, and includes a stream of...

Charles Schwab to cut its version of Salesforce in July

March 30, 2016

Charles Schwab & Co. will no longer sell its proprietary version of Salesforce as of July 31, a Schwab spokeswoman confirmed on Wednesday. In an effort to separate components of OpenView Integrated Office — the adviser dashboard it will stop...

In Apple's universe, does one size fit all?

March 29, 2016

In the Apple world, does one size fit all or does one need all sizes? It seems that every time I turn around, there is another version of Apple technology. Yet, it's not so much about features, it's all about size. When mobile phones were first...

Reviewing two apps that make it easier for advisers to work remotely

March 9, 2016

I'm often on the road and usually do some work in the evenings. That means I do a lot of work outside of the office. Yet, as busy as I am, I have to admit that I'm kind of lazy and impatient. I don't like lugging out my laptop, waiting for it...

What it takes to really have a digital advisory firm

March 7, 2016

There are multiple forces of change disrupting the advice industry today. Emerging affluent investors want a more collaborative and digital experience. There's an influx of new fintech firms seemingly trying to change the industry overnight....

What the Apple-FBI feud means for financial advisers and privacy rights

March 4, 2016

Apple's standoff with the FBI, which is trying to force the technology giant to provide access to a locked iPhone at the heart of the mass shooting probe in California, has prompted a discussion in the financial services industry over how far...

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