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Envestnet details plan to add annuities to wealth management platform

May 18, 2018

Envestnet plans to add insurance to the ever expanding list of products and services it offers to financial advisers. First announced by president Bill Crager during his welcoming keynote at the Envestnet Advisor Summit on Wednesday, the company...

Envestnet Tamarac announces new client portal features and financial planning

May 17, 2018

Turnkey asset management platform Envestnet announced a slew of new features coming to Tamarac, the company's technology suite for financial advisers, on Wednesday at the 2018 Envestnet Advisor Summit in New Orleans. Tamarac is updating its...

Advisers and clients agree: Life's better in the wealth management ecosystem

May 15, 2018

Wikipedia says an ecosystem "is a community made up of living organisms and nonliving components." A digital ecosystem is a "distributed, adaptive, open socio-technical system with properties of self-organization, scalability and sustainability."...

ETF flows show tech is back in vogue

May 15, 2018

Investors are once again warming up to the year's hottest sector — technology. Even after regulatory and demand concerns cast a shadow over the industry, the S&P 500 Information Technology Index remains the best performer of 2018, gaining...

A millennial's perspective: The frustrating misconception advisers have about building a Next Gen value proposition

May 14, 2018

Over half of all United States households are now members of a single digital platform and universal client experience. Sound impossible? In Amazon's annual shareholder report, Jeff Bezos announced the company has more than 100 million members...

Financial advisers embrace virtual offices

May 12, 2018

Less than a year after starting her financial planning practice in Oklahoma City in 2015, Amy Hubble was faced with a dilemma. She had been accepted to the University of Georgia to work on her doctorate in financial planning and consumer economics....

BlackRock bets on small-time investors with stake in Acorns

May 9, 2018

BlackRock Inc., already sitting on a mountain of assets, is turning its attention to a much smaller market — your pocket change. The $6.3 trillion money manager said it became an anchor investor in Acorns, an app that allows rookie investors...

Meet the firm powering digital innovation at Vanguard and Betterment — Amazon

May 9, 2018

What does one Amazon executive think about his company competing in the financial services industry? "I've been at Amazon for 21 years and I've learned to never say never about anything," said Andy Jassy, the CEO of Amazon Web Services, a subsidiary...

Latest version of Morningstar Direct tailored to wealth management pros

May 8, 2018

Morningstar has a new version of Direct, the company's investment research and analytics software, that is tailored specifically to wealth management professionals. The product, officially known as Morningstar Direct for Wealth Management, is...

Northwestern Mutual shutting down LearnVest

May 7, 2018

Northwestern Mutual is shutting down digital financial planning startup LearnVest just three years after the insurance company paid $250 million for it.​ In a statement posted to the Northwestern Mutual website, the company announced that...

Redefining efficiency in your business

May 3, 2018

There is no question that a few core concepts are fundamental to efficiency in any business: • Documented processes addressing the most effective sequence of tasks to complete everything a firm does are a logical first reaction when thinking...

3 insights on the Financial Engines-Edelman combination and how it might affect you

May 3, 2018

On Monday, Financial Engines announced that it was being taken private by the respected private equity firm Hellman & Friedman for $3 billion in cash, a 30% premium over the pre-announcement closing price. Financial Engines will merge with Edelman...

Robo advisers are stepping up their financial planning

May 2, 2018

Both Betterment and Wealthfront rolled out enhancements to the financial planning services offered on their direct-to-consumer digital advice platforms on Wednesday. Betterment is updating its retirement planning tool to account for any held-away...

Wirehouses best positioned to benefit from artificial intelligence

April 27, 2018

Wirehouses are positioned to save big money with artificial intelligence technology — at the expense of the smaller advisory firms. According to a new report from Autonomous Research, AI has potential to reduce front, middle and back office...

Cetera using financial planning technology to help advisers sell insurance

April 26, 2018

Cetera Financial Institutions, a division of Cetera Financial Group, wants to make it easier for advisers at banks and credit unions to sell insurance products as part of financial plans. The company announced Thursday that it has improved integration...

How robos weathered Q1 market volatility

April 25, 2018

Volatility returned to markets in the first quarter of 2018, testing how robo advisers would handle a major pullback. Despite some hiccups with clients being unable to log in, the automated portfolios performed quite well, according to the latest...

Wealthfront boots researchers off platform for violating terms of service

April 24, 2018

Wealthfront doesn't allow accounts to be opened for research purposes, according to leaders of BackEnd Benchmarking, a research firm that opened accounts at most of the largest digital advisers to measure and benchmark performance in a quarterly...

SunTrust says data on 1.5 million customers may have been stolen

April 20, 2018

SunTrust Banks Inc., Georgia's largest lender, said it's investigating a former employee who might have stolen personal data on 1.5 million customers. Information such as names, addresses, phone numbers and account balances might have been exposed,...

Retail brokers benefitted from the first quarter's volatility

April 20, 2018

Retail brokerages ETrade Financial Corp. and Charles Schwab Corp. welcomed the return of volatility. The jump in the VIX from single digits to an average reading of 17.4 for the first quarter may have worried their clients, but the brokers saw...

Yes, technology is important to young investors. But they value advisory relationships, too

April 20, 2018

Increased options for online advice have many wondering how the future of the financial advice industry will be shaped. Robo-advice is gaining traction both in stand-alone platforms as well as direct offerings from advisers. As younger and more...

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