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Invest Forward launches white-label robo for advisers

December 14, 2017

The launch of digital advice products from traditional financial institutions isn't stemming the tide of technology startups trying to enter the market. The latest player is Invest Forward, a white-label robo for advisers. The tool uses Folio...

Digital investing will bring big changes in 2018

December 14, 2017

If we learned nothing else about the financial advisory business in 2017, we know that the digital revolution is just getting started. Brokers and advisers are facing increasing pressure to be more transparent and reduce fees. Complex regulations...

Survey: 41% of households mix digital, human financial advice

December 14, 2017

Individual investors are slowly abandoning pure self-direction and are turning to financial professionals for advice, according to a new study by an investor data company. But this isn't a return to the way things used to be, said Hearts & Wallets,...

TIAA-owned robo MyVest automates middle-office tasks

December 13, 2017

MyVest, the business-to-business robo-adviser owned by TIAA, has a new technology suite to digitize common middle-office tasks. The update brings automated daily reconciliation to MyVest's enterprise wealth management platform, Strategic Portfolio...

Investment firms race to master financial tech before potential super rivals

December 13, 2017

"Alexa ...will I meet my retirement goal?" "You are not on track to meet your retirement goal," replies Amazon.com Inc.'s voice-activated digital assistant, with not a bit of sugar-coating. Then she suggests turning over $76 a month to Fidelity...

Jay Clayton issues cryptocurrency warning

December 12, 2017

In a public statement about cryptocurrencies like bitcoin and initial coin offerings or ICOs, SEC Chairman Jay Clayton urged investors to ask lots of questions and use common sense before investing, suggested that some products might not be...

Vanguard will use blockchain to share index data

December 12, 2017

The meteoric rise of bitcoin may be dominating headlines, but cryptocurrencies are just the tip of the blockchain iceberg. Some say the technology's real opportunity is in revolutionizing the way information of all kinds is stored and shared....

SIFMA makes client-data safety a top priority

December 12, 2017

The Securities Industry and Financial Markets Association in 2018 will have a new focus on making client data safe and secure, according to Lisa Hunt, who is SIFMA's chair as well as executive vice president for international services and special...

Fi360 upgrades adviser fee-benchmarking tool

December 11, 2017

Fi360, which provides education and technology to help advisers comply with fiduciary rules, is upgrading a tool that retirement plan advisers can use to prove they charge clients a "reasonable" fee. The Fee Benchmarker product draws on a proprietary...

Bitcoin is likely to gain widespread acceptance

December 11, 2017

It's certainly been an interesting couple of months for bitcoin. It advanced more than 70% during the third quarter and nosedived 25% over four days in mid-November only to rebound astronomically in the days since. Still, even as $20,000 seems...

Finra: Firms begin to heed cybersecurity, but have much to do

December 7, 2017

Adviser awareness about cybersecurity has increased substantially over the past two years, and most firms have either established or are in the process of establishing written policies and procedures for protecting investor information, the...

Your practice needs total digital transformation

December 6, 2017

Offer any Wall Street firm the chance to boost annual revenues by nearly 10% while growing market share and boosting productivity of key employees, and most chief executives would jump at the chance without hesitation. That may sound like a...

Advisers face pressure to automate workflows

December 6, 2017

Advisers are increasingly being told they need to adopt automated workflows into their practice. If firms can implement documented and consistent processes for things like opening accounts, scheduling meetings, and creating financial plans,...

Blockchain will change the advisory business—someday

December 5, 2017

With the price of bitcoin continuing to soar, advisers find themselves inundated with questions about digital currencies and blockchain, the ledger technology that makes bitcoin possible. Those questions are bound to increase now that the Vanguard...

Morgan Stanley creates its own robo-adviser

December 4, 2017

Morgan Stanley is trying to get down with the kids. The banking and wealth management powerhouse is starting a new digital investment platform for clients with as little as $5,000 to invest, according to a statement from the company on Monday....

Protecting client data at advice firms

December 1, 2017

Financial services firms have a target on their back. Given the massive quantity of names, addresses, Social Security numbers, bank account numbers, credit card numbers and other sensitive information kept on file, cyber criminals are going...

Tamarac opens platform to RightCapital

November 30, 2017

Registered investment advisers using RightCapital's financial and tax planning software can now pull in client account information and holdings data directly from Envestnet's Tamarac tool. The integration automatically updates RightCapital daily...

Morgan Stanley taps LifeYield to boost tax alpha across client accounts

November 30, 2017

Morgan Stanley has partnered with technology platform LifeYield to enable its approximately 16,000 financial advisers to manage client accounts at the household level. The LifeYield software, which is built around tax-management efficiencies,...

Fidelity outage sidelines retail customers, but advisers not affected

November 29, 2017

Millions of Fidelity Investment's retail customers were unable to access their online accounts on Wednesday morning due to an internal technical error, according to CNBC and other news outlets, but the outage did not appear to affect advisers...

Fidelity and Lincoln collaborate on custom technology suite

November 29, 2017

Fidelity's investment on adviser technology is starting to pay off. Over the last three years, Fidelity Clearing & Custody Solutions has collaborated with Lincoln Financial Network on a custom-built technology suite for Lincoln's retail advisers....

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