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AssetMark offers advisers free tool to value their business

June 27, 2017

AssetMark Inc., a Concord, Calif.-based provider of investment and consulting services for advisers, has launched a free, online tool designed to help advisers determine the estimated value of their business. The tool also identifies areas of...

How millennial advisers can foster the entrepreneur within

June 25, 2017

The following is an excerpt from "The Millennial Money Fix" by Douglas A. Boneparth and Heather J. Boneparth (Career Press, 2017). The book publishes August 21. Mr. Boneparth is president of Bone Fide Wealth, a wealth management firm that focuses...

Edward Jones is winning the Google search war

June 22, 2017

Edward Jones' financial advisers tend to land on top when it comes to Internet searches. The firm, which has 15,000 advisers, is the wealth management industry's leader in attracting online traffic to their websites from those who search for...

LPL losing tech guru Victor Fetter

June 22, 2017

Victor Fetter, one of the executives at LPL Financial most responsible for the recent roll out of its new technology platform for advisers, ClientWorks, is leaving the firm. He is joining a technology company called Vertiv Inc.; it designs,...

FTJ FundChoice introduces a robo alternative

June 21, 2017

In a move to help advisers compete with robo-platforms, FTJ FundChoice, a turnkey asset management program, has launched a digital advice service that allows clients to work online with adviser-selected investment options. The service, called...

Vanguard rides robo-advice wave to $65B in assets

June 20, 2017

While much of the financial services industry has been fretting for the past few years over how to compete in the age of digital-advice platforms, The Vanguard Group Inc. appears to have cracked the code in a steady climb to more than $65 billion...

Most advisers could be doing a lot more with tech

June 20, 2017

Only two in five financial advisers are implementing technology throughout their businesses, but those who do are earning more and serving more millionaire clients than their peers, a new study shows. The number of advisers who use technology...

Assessing the future of the financial advice industry

June 17, 2017

Let's look into our crystal ball for a moment to see what the future holds for the financial advice industry. A couple of coinciding projects at InvestmentNews encourage us to do so now, with the benefit of crowd-sourced knowledge from some...

Advisers need to get on board with the digital revolution

June 16, 2017

No matter the size of the advisory firm or the make up of the client base, it would be a mistake to overlook the marketing potential of social media and digital interactions. Megan Carpenter, chief executive and co-founder of FiComm Partners,...

Orion adds bond-rating updates to portfolio system

June 15, 2017

Orion Advisor Services' latest update to its portfolio accounting system adds daily bond rating information for client accounts, thanks to a deal the Omaha, Neb.-based firm inked with Moody's Analytics. The change will give advisers a clearer...

Advisers give more service without getting more fees: Schwab survey

June 13, 2017

Financial advisers are doing more for clients without increasing the fees they charge, hoping to keep clients content and not tempted to seek out cheaper advice from competitors, including robo-advice firms. About 44% of advisers said they are...

Morgan Stanley to let financial advisers text clients

June 13, 2017

Morgan Stanley Wealth Management is partnering with tech firm Twilio to enable advisers to communicate with via text messaging as part of its latest push to better serve digitally-wired clients. "Digital can't be viewed as something separate...

4 ways RIAs can protect themselves from cyberthieves

June 9, 2017

As Wannacry showed us, taking time out for proper technology management only seems cumbersome until your firm is hit. RIA owners can follow these four steps to get the most out of technology while protecting themselves from cyberthieves. When...

Cetera adding facial recognition software to help gauge clients' emotions

June 7, 2017

Cetera Financial Group is adding facial recognition software to its set of financial technology tools later this year in an effort help its 8,500 affiliated advisers learn more about what's most important to their clients. The goal is for advisers...

TIAA launches robo-adviser with access to SRI funds

June 6, 2017

TIAA introduced a robo-advice offering on Tuesday that includes a broader range of investment choices than most other digital advice platforms. The 100-year-old firm, with $938 billion in assets under management, is most known for providing...

5 robo-advisers with the most client assets

June 6, 2017

Think of Google's dominance of search engines. That's about how much America's largest robo-adviser leads in the digital and mostly-digital financial advice marketplace. Today, these five top robo-platforms have a combined $100 billion in client...

Morgan Stanley to arm its financial advisers with algorithms to take over routine tasks

May 31, 2017

Call them cyborgs. Morgan Stanley is about to augment its 16,000 financial advisers with machine-learning algorithms that suggest trades, take over routine tasks and send reminders when your birthday is near. The project, known internally as...

Orion's Eric Clarke: The biggest challenge advisers face when breaking away

May 31, 2017

Advisers who are going independent need to keep a long-term vision for their practices in mind, and not just select technology based on price, Eric Clarke, CEO of Orion Advisor Services.

How to achieve social media success in 15 minutes or less

May 31, 2017

If you saved money on your car insurance in 15 minutes, congratulations. I needed at least a half-hour, but car insurance is not my specialty. Social media is my specialty, and when I say I can help you be better at it in 15 minutes or less,...

Vanguard to seize wealth management industry with its digital platform

May 30, 2017

Robo-advisers have been around for over a decade, and throughout that time we've been hearing that they are a threat to established independent wealth advisers. While they might have attracted a lot of industry coverage, most robos have gathered...

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