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10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Impact investing portfolios that come with a performance guarantee

March 7, 2017

Three new impact portfolios from Motif Investing, which aim to link an investor's financial and social goals, come with unique guarantee if the values-focused investments fail to perform. The automated investing firm will refund a $9.95 monthly...

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...

Digital marketing strategies take years to perfect, but can yield prospects galore

February 28, 2017

Financial advisers revere the idea of new business leads coming to them instead of them having to pursue prospects, but successful inbound marketing requires a focused strategy and trial-and-error that can take years to perfect. At McLean Asset...

Regulatory scrutiny may put firms without adviser text messaging policies at risk

February 24, 2017

Last December, State Farm became the most recent company to settle a multimillion-dollar class action lawsuit alleging violations of the Federal Communications Commission's (FCC) Telephone Consumer Protection Act (TCPA). This follows a massive...

Robo-advisers and human advisers adopt each others' biggest advantages

February 21, 2017

The battle that's been brewing between live financial advisers and automated advice providers seems to have ended in a draw. Both sides of the fight are largely adopting their opponents' biggest advantages and the lines between robo and live...

8 social media etiquette mistakes firms should avoid

February 17, 2017

Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these...

Robo-advice goes bilingual

February 15, 2017

In launching its mobile-first platform, New York-based robo-adviser Finhabits decided to add something else that may be new in mobile advice: Spanish. Finhabits contends that its new platform is the first bilingual automated service for IRAs...

Got client passwords? That means custody to SEC

February 9, 2017

Custody rule provisions aimed at preventing another Bernie Madoff swindle are tripping up financial advisers who have clients' online account usernames and passwords. The adviser custody rule is one of five top areas in which Securities and...

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

February 8, 2017

Another potential giant in the digital advice space launched on Wednesday with Merrill Lynch's robo-platform opening up for clients who have at least $5,000 to invest with the Bank of America unit. Merrill Edge Guided Investing offers digital...

Most advisers' cybersecurity training insufficient

February 7, 2017

Financial advisers should be spending about three times as much time training their staff each year on how to protect the firm and client data from cybersecurity dangers, experts said. About two-thirds of financial advisers spend two hours or...

Fiserv to offer robo to its adviser, bank clients

February 6, 2017

Fiserv will make the Marstone digital-advice platform available to the 13,000 financial institutions it works with, allowing advisory firms, banks and other institutions an opportunity to integrate a robo-advice strategy into their businesses,...

Getting a handle on robo-advisers' returns

February 5, 2017

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out. A recent analysis by Condor Capital Management attempted to provide an early peek at winners and losers....

Big data for analyzing adviser businesses, clients part of TD's fintech strategy for 2017

February 2, 2017

TD Ameritrade Institutional will add new tools to its platform this year that employ big data to help financial advisers understand their businesses better and a dashboard to pinpoint where client service is lagging. The firm's open-access technology...

Betterment now offering human advice with its robo

January 31, 2017

Betterment is the latest digital financial advice firm to incorporate live planners into their business model, as the line between traditional and robo-advisers continues to blur. The New York-based firm has hired about a dozen financial advisers,...

Raymond James to deliver robo service for advisers by year end

January 30, 2017

Raymond James Financial will introduce a digital advice platform for advisers to use with clients by year end, though it still has no intention of providing direct robo advice to clients. Through its affiliated advisers' websites, clients will...

When it comes to investment returns, not all robos measure up

January 25, 2017

Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds. Seeking to illustrate that the assumptions...

Fintechs producing cheaper, automated firm valuations for advisers

January 24, 2017

Financial advisers looking to figure out what their businesses are worth today now have automated tools they can enlist for help. Essentially they require the advisory firm to provide information about key financial parameters such as how much...

Young retirement robo ForUsAll scoring high employee participation rates

January 20, 2017

ForUsAll, a budding retirement robo-adviser launched by three former Financial Engines employees, is having more success convincing plan participants to save for their futures than the industry as a whole. Companies using the automated advice...

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...

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