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Cybersecurity looms as adviser business threat

May 22, 2017

U.S. officials have warned for many years that cybercrime is one of the greatest threats facing the nation, and now financial advisers have to face the reality that their businesses are also vulnerable to digital attacks. News headlines regularly...

Meeting clients' high-tech expectations

May 22, 2017

Clients who rely on Amazon's Alexa to order dog food on command and Venmo to instantly transfer cash to friends are not going to be satisfied with a financial adviser who promises to answer account questions in a day or two. As online retail...

Addepar acquires AltX to expand in alternatives

May 17, 2017

Addepar, a New York-based investment management platform for advisers and their clients, has acquired AltX, a San Francisco-based intelligence platform for alternative investments. Using machine-learning technology, which enables computers to...

SEC alerts advisers on WannaCry ransomware cyberattacks

May 17, 2017

The Securities and Exchange Commission staff issued a cybersecurity alert to broker-dealers, advisers and investment funds Wednesday in the wake of the pervasive ransomware cyberattack over the past five days known as "WannaCry." The alert from...

How fintech is elevating the advice business

May 17, 2017

Finalists at the 2017 Benzinga Global Fintech Awards discuss why technology is so critical to the advisory space.

What's new and exciting in the fintech space

May 17, 2017

Attendees of the 2017 Benzinga Global Fintech Awards explain why advisers need to be incorporating new technologies into their business models.

SoFi to add human advisers to its digital wealth management platform

May 16, 2017

The line between robo-advisers and traditional wealth-management services used to be black and white. Now it's increasingly gray. Social Finance Inc., the online lender known as SoFi, is ramping up its wealth-management platform by adding human...

Cyberattack should prompt advisers to ask their IT professionals hard questions

May 15, 2017

Advisory firm owners should be asking their information technology experts two important questions to protect their businesses from the "WannaCry" ransomware attack that hit more than 200,000 computers in 150 countries in recent days and from...

Online security ETFs surge in face of cyberattacks

May 15, 2017

Call it the flight to cyber-safety. After a wave of global online attacks over the weekend, companies such as FireEye Inc. that provide software security services gained Monday on speculation the exposed weaknesses may trigger a surge in security...

Power Financial invests $37 million in Wealthsimple as robo seeks bigger U.S. market share

May 12, 2017

Power Financial, the Canadian parent of Putnam Investments and Great-West Financial, has invested an additional $37 million in Wealthsimple, a Toronto-based robo-adviser that is expanding in the U.S. This additional capital infusion doubles...

What advisers actually want from robos

May 11, 2017

Are we in an automated wealth management bubble? In the last several years, more robos have popped-up than food trucks in a hipster neighborhood, but all of the platforms are often different from one another in their distinguishing characteristics,...

Most estate plans aren't dealing with digital assets properly

May 11, 2017

Estate planning is an unpopular topic because it often deals with the harsh realities of loss and death. Far too many people do not have an updated estate plan that meets their current needs, goals or desires. However, having a written estate...

Cetera to integrate robo for advisers

May 11, 2017

Cetera Financial Group has taken a first step in broad upgrades to the technology platform used by its 8,500 advisers and expects to give them a robo-adviser to use with clients and a portal for investors by the end of this year. The Los Angeles-based...

Eric Sontag: What advisers who are reluctant to use robo-advisers should know

May 11, 2017

Robo-technology offers a way for advisers to run their businesses more efficiently and automate the tasks that take up too much of their time, according to Eric Sontag, chief operating officer at Sontag Advisory.

MLB managers can coach advisers through the robo-revolution

May 10, 2017

As the Major League Baseball season kicks off every April, team managers begin the tedious tasks of posting lineup cards, pointing to bullpens and stepping up to post-game microphones. Since the birth of the sport, managers proved their worth...

Be a LinkedIn pro with these 9 tips

May 9, 2017

Social media is important, but it shouldn't take up all your time. Today, let's focus on nine tips to make your LinkedIn presence the best it can be. • First things first: Update often. If I had a nickel for every time someone told me LinkedIn...

Millennials design the financial service that would get them to invest

May 5, 2017

The advisory firm of the future will provide the nation's 92 million millennials with digital services that most advisers can't really imagine today. But adviser technology provider Envestnet asked about two dozen college students to conceive...

Envestnet Tamarac launching new apps for advisers' clients, one with AI

May 4, 2017

Envestnet Tamarac will make financial apps available to advisers' clients over the summer that can help them budget for monthly bills and other expenses and show them their total net worth, including assets held away from the adviser. The Chicago-based...

These investments could do well under Trump tax plan ​

May 2, 2017

Guessing the ingredients of a tax plan before legislation is passed is a bit like forecasting the weather in New England: The outlook changes every hour. But given the sparse outlines handed out by the Trump administration in a one-page memo...

Passwords to become passé as more firms back biometrics

May 2, 2017

Financial advisers and their clients increasingly will find they need to keep fewer passwords top of mind as new technologies move financial services firms to safer forms of identity authorization, such as biometrics. "There's a big wave in...

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