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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...

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...

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...

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...

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...

Garrett Planning Network cuts deal on software that creates comprehensive financial plans

January 10, 2017

The Garrett Planning Network of hourly financial advisers has struck a deal with RightCapital to give its members up to a 25% discount on software to create comprehensive financial plans with clients and take a step toward meeting new Labor...

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...

Orion launches fee analyzer for DOL fiduciary rule

December 27, 2016

Advisers looking for help proving they're charging a “reasonable” fee once the Labor Department's fiduciary rule for retirement advice kicks in next year have a new source for comparison. Orion Advisor Services is offering a fee benchmarking...

Fidelity's eMoney to hit record revenue in 2016

December 20, 2016

Changes that eMoney Advisor made to offer cheaper, less complex planning tools for some advisers early this year helped the fintech firm that's backed by Fidelity Investments achieve record revenue growth this year. That move, along with an...

Ameriprise adviser's data breach offers cybersecurity lesson

December 20, 2016

Ameriprise Financial shut down the internet-connected backup drive its adviser was using to synchronize files from his office to his home as soon as it discovered client data was at risk earlier this month. The Minneapolis-based firm, which...

Use of artificial intelligence technology in financial services to grow: report

December 19, 2016

Financial services firms are beginning to deploy artificial intelligence technologies to make themselves more efficient and better than their peers — and those without a strategy should develop one now, according to a new report. “It is...

Tools financial technology companies plan to bring advisers in 2017

December 16, 2016

Advisers wondering what their technology providers will offer next year will be happy to know that they're focused on the same thing that most advisers emphasize — the client. Many of the tools financial technology companies plan to deliver...

Michael Durbin gets to work building out Fidelity's distribution channels to advisers

December 14, 2016

In the quietly aggressive ground game of custody and clearing services, Fidelity Investments has turned to Michael Durbin to lead its next charge. By most measures, he appears well-suited for the job as head of Fidelity Institutional Product,...

Envestnet Tamarac rolls out Yodlee app to show outside assets, liabilities

December 12, 2016

Envestnet's latest upgrade to its Tamarac platform for independent advisers will begin to incorporate the Yodlee consumer finance technology that the firm bought 16 months ago for $590 million. Its December tech update allows advisers to give...

Advisers plan to spend more for compliance and tech in 2017

November 29, 2016

Many financial advisory firms are set to spend more on compliance, technology and marketing next year. Financial advice firms are planning to increase spending next year on compliance and technology, with about 53% of advisers indicating that...

Technology at the core of reinvention

November 29, 2016

Earlier this year after many months of planning and research, our team began the process of reinventing our advice firm by drawing up a wish list of enhancements. Technology is the core component of our reinvention. We feel a robust technology...

Technology that improves client service with fewer people

November 23, 2016

Wrestling with the three-headed monster of growth, cost containment and client service considerations is a never-ending challenge. We're always trying to improve, but it's difficult to know how to find the gaps in the organization. Then the...

Galvin claims software developer defrauded investors in trading scheme

November 22, 2016

The head of the state securities department in Massachusetts charged a man and his trading software company with fraudulently taking money to trade in securities, and then failing to execute any trades. Secretary of the Commonwealth William...

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