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BlackRock turns to robos to drive latest push into active ETFs

March 23, 2018

BlackRock Looks to Robots to Lead Its New Active Sector ETFs published Mar 23, 2018, 9:47:40 AM, by Carolina Wilson (Bloomberg) -- BlackRock Inc., the world's largest asset manager that has a multitrillion-dollar kingdom of passively managed...

What to make of Morgan Stanley's new robo

March 22, 2018

Morgan Stanley is testing how an old-school gang of brokers and advisers and a newfangled, algorithm-driven robo-adviser can work together. When Morgan Stanley said last May that it was cutting back on recruiting and would focus on building...

Former TD exec Tom Bradley lands on fintech board

March 22, 2018

Seven months after parting ways with TD Ameritrade, Tom Bradley has landed a gig on the advisory board of financial technology firm MaxMyInterest. Mr. Bradley, 55, who spent 31 years at TD and remains under a non-compete agreement through March...

What if you found out you were really a ghost?

March 22, 2018

Remember "The Sixth Sense," where (spoiler alert) Bruce Willis goes through the whole movie not realizing he's dead? Did you ever see "The Others," that Nicole Kidman movie where she thinks her house is haunted, (another spoiler) only to find...

Emerging market funds are powered by tech stocks

March 13, 2018

If you notice that your car is going 115 miles on the highway, instead of the usual 53, you might be tempted to look under the hood to see if someone dropped a Maserati engine in while you weren't looking. And if your client's emerging market...

Fintech vendors can't afford to be one-trick ponies

March 8, 2018

FinMason is expanding its services beyond risk tolerance technology to include even more investment analytics tools, and it's not the only fintech firm recognizing advisers appreciate vendors that can offer them multiple capabilities. The Boston-based...

The latest in financial adviser #FinTech

March 8, 2018

Welcome to the March 2018 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers...

Why Amazon is moving into finance, and what it means for advisers

March 6, 2018

The moment many have long speculated, and feared, is finally here — Amazon is entering the financial services world. As first reported by the Wall Street Journal, Amazon is in talks with large financial institutions including JP Morgan Chase...

Morgan Stanley names new head of wealth management tech

March 5, 2018

Morgan Stanley has appointed Sal Cucchiara head of wealth management technology, replacing Christopher Randazzo, who left to become head of wealth management and head of technology and operations at Rockefeller Capital Management. Mr. Cucchiara...

LPL delays full rollout of new tech platform

March 5, 2018

After experiencing kinks in its new wealth management technology platform last week, LPL Financial told its 15,200 advisers Friday that it has decided to keep its old system up and running rather than shut it down at the end of next month. Toward...

Orion aids advisers who want to add alternative investments

March 5, 2018

Financial advisers can now use Orion Advisor Services' portfolio accounting tool to show clients their private assets as easily as their public holdings. The company's latest feature, Alternative Investment Platform, lets advisers track and...

Investment technology: Can Alexa handle multi-account portfolio management?

March 2, 2018

Adviser technology can be overwhelming. Which CRM system is the best? What about financial planning software? Portfolio rebalancing tools? Is it better to use a rebalancing tool, or to outsource that work to a third-party manager — or even...

Alternative investments in social media: Assessing the risks of trying a new network

March 2, 2018

As a financial adviser, you need to be well-versed in alternative investments. You have to be able to assess risk and explain to clients that there's more to your portfolio than stocks, cash and bonds. You need to be able to clearly communicate...

Is technology helping advisers assess risk?

March 1, 2018

One of the many lessons advisers learned from the 2008 market crash was how poorly aligned portfolios were with clients' appetite for losses. In the decade since, entrepreneurs have tried to address the gap with technology, promising to replace...

Demographic shifts push advisory firms to rethink tech strategies

February 28, 2018

A couple of years ago, InvestmentNews warned of the "great wealth transfer" that loomed on the horizon and detailed the risk it posed to advisers. The article unearthed some unsettling stats about what happens to the adviser-client relationship...

LPL's new broker platform clogs up late Tuesday

February 27, 2018

LPL Financial's new wealth management technology platform, ClientWorks, is off to a bumpy start. Three advisers, one in the Northeast, one in the Southeast and another in the Midwest, told InvestmentNews that around 3:30 on Tuesday they experienced...

Wealthfront creates in-house mutual fund to introduce risk parity strategy

February 26, 2018

Wealthfront has criticized its digital advice competitors for selling proprietary investment products, but now it has created its own mutual fund. The fund is aimed at helping Wealthfront implement a risk parity strategy for taxable accounts...

AI, social media have an important place in the advice world

February 23, 2018

Technology is fundamentally shifting societal norms, expectations and behaviors, and advisers must adjust to them if they want to survive. Just consider what we used to tell children about getting into cars with strangers, said Sunayna Tuteja,...

Why cryptocurrency could be your worst tax nightmare

February 23, 2018

Investors peppered wealth managers with questions about bitcoin throughout 2017 and the cryptocurrency soared in value and mainstream awareness. While most professionals did not recommend buying the volatile asset, many clients took the plunge...

Lori Hardwick joins Riskalyze board ​

February 23, 2018

Riskalyze, an Auburn, Calif.-based provider of risk assessment and account automation tools, has appointed Lori Hardwick to its corporate board. Ms. Hardwick is the co-founder and president of Advisor Innovation Labs and previously served as...

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