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The future looks very different

August 19, 2017

What's next? Is the past prologue?

The DOL fiduciary rule practically necessitates account aggregation

August 18, 2017

We are moving toward a world in which account aggregation will become a necessity for the financial advice industry. Let me explain. Whether it's in January 2018 or July 2019, or at some other date down the road, the Department of Labor's fiduciary...

Automation: An effective way to enhance marketing success

August 18, 2017

Advisers today are busy. While having to manage a large book of client accounts, they also need to develop effective ways to drive new business. To do this, they may want to create and deliver content designed to educate investors and promote...

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

August 18, 2017

Jeffrey Gundlach's new aggressive Tweeting style has sparked a discussion as to whether it makes sense in the financial services industry. The founder and CEO of DoubleLine Capital, a $111 billion asset management firm specializing in fixed...

Advisers turning to text messages to communicate with clients

August 16, 2017

Financial advisers over the past 12 months have been giving text messaging a fresh look as a method for communicating with clients, in part because email has become a much less effective way to connect. Advisers are recognizing that response...

Deleting your social media is a bad idea

August 10, 2017

Remember a few weeks ago when Anthony Scaramucci was in the news for deleting tweets? He's not the first high-profile figure to do it, and he won't be the last. Celebrities have been deleting like it's nbd (that's no big deal) for years and...

SEC risk alert calls on advisory industry to do more to shore up cybersecurity

August 8, 2017

Financial advisory firms are getting more advice from federal regulators on steps they should be taking to protect their information systems from hackers. Advisory firms need to do a better job of following their stated cybersecurity policies...

Robos, digital platforms and human financial advice: What investors really want

August 8, 2017

The following is an excerpt from a new research paper, “An adviser's guide to understanding investors' digital DNA,” that was co-developed by InvestmentNews Research and Oranj: The emergence of robo-advice and robo-investing platforms in...

PlanPlus and FinaMetrica merge

August 7, 2017

PlanPlus, a Toronto, Canada-based provider of financial and investment planning software, and FinaMetrica of Sydney, Australia, which offers risk-tolerance measurement tools, have merged to create PlanPlus Global. Shawn Brayman, founder of PlanPlus,...

Custodians are charting fintech's future

August 7, 2017

The nation's largest custodians are racing to align with — and in some cases, buy — the strongest fintech available, as each of the major players seeks to win over advisers by providing the ultimate technology platform. "One of the biggest...

9 strategies to avoid adviser burnout

August 7, 2017

When someone has too many job demands and too few job resources, they fail to take enough time out to recharge themselves and they suffer from burnout, according to Paula Davis-Laack, a stress and resilience expert. To avoid burnout, which can...

Four tech tools for communicating with clients

August 4, 2017

Technology affects the way we communicate and build relations with our clients. Interacting with clients regularly and gaining their trust and loyalty are important. I have a degree in computer engineering, but pursued a career in wealth management....

LPL preparing two tech additions for advisers and their clients

August 1, 2017

LPL Financial is getting ready to drop two significant technology tools for its more than 14,000 advisers: a finished robo-platform and a new mobile app for clients. The robo-platform, which is called Guided Wealth Portfolios and has been in...

7 emerging adviser tech firms you want to know

July 27, 2017

These seven firms recently introduced innovative technologies aimed at helping advisers serve clients better and more efficiently. The up-and-comers were selected by the XY Planning Network for having the best new fintech, and they will compete...

Betterment funding values firm at $800 million

July 24, 2017

Online financial adviser Betterment has secured $70 million in new funding, boosting its valuation and giving it more clout to compete with rivals in an intensifying market. The new capital, raised from existing investors, values the New York-based...

Understanding algorithms is key to gauging robo fiduciary status

July 22, 2017

Subtle biases in,​ subtly biased advice out — could that be a hidden problem with some robo-advice programs? And if so, can regulators identify it? As reported in the June 30 issue of InvestmentNews, a recent academic paper suggests the...

Tech companies deploy behavioral finance tools for advisers

July 21, 2017

Behavioral finance research is increasingly finding its way into adviser technology aimed at putting clients on their optimal investment and planning paths, and getting them to stay there. Most of the tools begin by assessing client risk tolerances...

Get started with Lists: The best part of Twitter you're not using

July 18, 2017

I remember the day I discovered Twitter Lists and at first being very skeptical. I had been doing social media for years and believed I knew every trick there was to know, so how could Lists add anything of substance? Believe me, they do. Quite...

Rehabilitating a besmirched reputation online can cost time and money

July 17, 2017

Few prospects walk into a financial adviser's office without doing an online background check first, so firms need to have a game plan for tracking and reacting to negative internet posts about the business or its advisers. Even someone who...

How financial advisers can “bridge the digital” divide

July 10, 2017

The following is an excerpt from a new research paper, “An adviser's guide to understanding investors' digital DNA,” that was co-developed by InvestmentNews Research and Oranj: Digital tools can play a crucial role in moving more individuals...

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