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XY Planning Network holds fintech competition

April 25, 2017

Financial technology companies with a new product aimed at Gen X and/or Gen Y clients can now enter a contest sponsored by the XY Planning Network to identify the best new fintech products for advisers serving that market. The XY Planning Network,...

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,...

Setting a new price for financial adviser services

April 22, 2017

Price is the amount of money expected, required or given in payment for something; value is what something is worth, the level of regard in which something is held. Financial advisers should remember a key truth about their relationship with...

Robo offers white-label version for advisers

April 20, 2017

InvestmentPOD, a Washington, D.C.,-based robo advice provider for advisers, has launched a white-labeled version of its multi-strategy product that RIAs can offer to clients as their own. InvestmentPOD for Advisors, as the service is known,...

Asset Vantage acquires Financial Navigator

April 20, 2017

Asset Vantage Inc., a Santa Clara, Calif.,-based provider of cloud-based asset management, accounting and reporting systems, has acquired Financial Navigator Inc., a provider of accounting and portfolio-tracking software also based in Santa...

Colorado proposes new cybersecurity rules for advisers

April 20, 2017

Colorado has proposed changes to its securities laws that spell out what financial advisers and broker-dealers need to do to keep clients' electronic data from getting into the hands of cybercriminals, and other states may follow suit. Among...

How technology will alter the role of human advisers in wealth management

April 20, 2017

A small group of us spent a recent afternoon with the chief evangelist at Singularity University in Silicon Valley. The campus is fittingly housed on a NASA site under the shadow of a huge unused hangar once used to store blimps. Their classrooms...

Ric Edelman: Dramatic changes advisers don't see coming

April 19, 2017

New technologies, retirement plans and investment opportunities will change how advisers and clients work together and plan for their careers and retirement, according to Ric Edelman, founder and executive chairman of Edelman Financial Services.

Robo adviser Wealthfront now offering loans, not just advice

April 19, 2017

Now the robots are coming after more than your investment adviser. Wealthfront Inc. said in a blog post Wednesday that it will offer loans, calling the move a first among robo-advisers, which are known for wealth management using automated investing...

7 social media mistakes financial advisers should never make

April 18, 2017

Financial advisers should have some sort of social media presence. Think about it. There are more than 1.8 billion active users on Facebook alone. It is the most popular app used on smart phones. However, as great as social media can be for...

How to make the most of human and robo-advice

April 18, 2017

Like many new technologies, when robo-advisers were ordained a "disruptive technology" the ensuing hype was near deafening. Low-cost, automated financial advice was deemed the future of investing. As often happens, however, much of that hype...

Oranj buys majority share in rebalancing software firm Trade Warrior

April 18, 2017

Digital advice platform Oranj has bought a majority stake in Trade Warrior, a portfolio rebalancing software firm, making it the latest technology company to bulk up its capabilities for financial advisers who are hungry for operational efficiencies....

Schwab's Bernie Clark: How to balance technology and relationships in financial advice

April 17, 2017

Charles Schwab Corp. executive vice president Bernie Clark discusses how technology can augment, not replace, financial advisers' services.

Advisers use technology to attract millennials

April 16, 2017

Financial advisers​ are stepping up their technology game. With an eye to attracting new — and especially younger — clients, advisers are recognizing that tech has to be a big piece of their pitch to this generation, and they're putting...

Where tech dollars at advisory firms are being spent

April 16, 2017

Average technology spending per firm and spending growth, 2013-17 Source: 2017 InvestmentNews Adviser Technology Study *Projected Total technology spending by category, 2015-17 Source: 2017 InvestmentNews Adviser Technology Study Core software...

Tech tools not always the answer for clients

April 16, 2017

Many financial advisory firms are scrambling to make digital onboarding available to tech-hungry clients, but one of the largest firms in the nation is bringing the task back into the office. After offering clients the opportunity to sign contracts...

Robo-advisers offering incentives to attract new clients

April 13, 2017

The methods the nation's robo-advisers are using to attract new assets range from exposing how their algorithms improve performance and lower costs to straight out offering cold, hard cash. Free robo-adviser WiseBanyan pledges $20 for new clients...

New Advicent chief Angela Pecoraro aiming for growth

April 11, 2017

Angela Pecoraro took over the top job at Advicent last week, focused on continuing the four-year-old fintech firm's growth in an increasingly competitive field. Recognizing the challenge of pushing Advicent's development forward, Ms. Pecoraro,...

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...

Betterment co-founder Eli Broverman steps down from day-to-day operations

April 4, 2017

Betterment co-founder and president Eli Broverman has given up day-to-day operation of the digital advice firm to devote his time and energy to finding new technology firms to build. "As Betterment has moved into growth stage, I've gotten the...

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