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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...

FTJ FundChoice introduces a robo alternative

June 21, 2017

In a move to help advisers compete with robo-platforms, FTJ FundChoice, a turnkey asset management program, has launched a digital advice service that allows clients to work online with adviser-selected investment options. The service, called...

What financial advisers need to consider before a website redesign

May 30, 2017

There's more than just numbers involved when clients are considering financial planning. Your website can establish your firm as a reliable, trusted source that reinforces your relationship with core clients and introduces you to prospective...

Managed accounts a solution for many investors

May 25, 2017

Whether offered by a financial adviser or a robo firm, if peace of mind is what a client is looking for, he or she should look no further than a managed account. That suggestion is implied by the results of two recent surveys, one from online...

Most estate plans aren't dealing with digital assets properly

May 11, 2017

Estate planning is an unpopular topic because it often deals with the harsh realities of loss and death. Far too many people do not have an updated estate plan that meets their current needs, goals or desires. However, having a written estate...

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...

8 tips for keeping your passwords safe on social media, the web and in apps

April 24, 2017

First you log into your favorite social media platforms, then you give careful thought to what you want to share. Hopefully you check spelling and grammar, and make every post count. But how much thought do you give when you are logging in,...

Advisers underwhelmed by LinkedIn's matching tool

April 4, 2017

Financial advisers award LinkedIn's Pro-Finder service a poor grade so far in terms of helping them identify worthy prospects who have become clients. But they're not giving up hope on the business development tool. About a year ago LinkedIn...

10 steps to establishing a social media presence

April 3, 2017

You signed up for LinkedIn in 2009 but haven’t logged in since 2010. And why would anyone even want to consider Twitter? Just because everyone you know uses social media regularly and you don’t doesn’t mean it’s too late to get on board....

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...

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