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10 surprising adviser tech trends

March 20, 2017

Advisers disclose who makes their technology spending decisions and where those dollars are being directed in the 2017 InvestmentNews Adviser Technology Study released Monday. This year, clients are playing a leading role in how the nearly 300...

Social media's place in marketing

March 19, 2017

I​ didn't start my career in marketing. In fact, my first desire to understand marketing was because I had a sizable sales goal. My position required me to reach a national audience with little to no brand recognition — or marketing budget....

How advisers can protect clients' data from fraud

March 16, 2017

Financial advisers work with their clients on a large volume of high-value transactions, which generally contain sensitive information, including Social Security numbers, account numbers, personal information and more. As wealth management services...

How independent financial advisers can build practices that thrive regardless of DOL fiduciary rule outcome

March 14, 2017

When it comes to the Department of Labor's fiduciary rule, financial advisers continue to feel considerable uncertainty driven by the recent complexity of presidential directives and federal court decisions. Beyond the general sentiment of DOL...

Meet the Social Media Adviser

March 13, 2017

Welcome to the first installment of Social Media Adviser, my new column dedicated to social media tips, tricks and instruction for financial advisers. Before starting at InvestmentNews in November, I worked for many years as the social media...

Helping investors keep their footing in shifting sands

March 12, 2017

This is an edited version of a speech given Feb. 24 by Kara M. Stein, commissioner of the Securities and Exchange Commission, at the Practising Law Institute's SEC Speaks conference in Washington, D.C. The markets exist to connect the capital...

Impact investing portfolios that come with a performance guarantee

March 7, 2017

Three new impact portfolios from Motif Investing, which aim to link an investor's financial and social goals, come with unique guarantee if the values-focused investments fail to perform. The automated investing firm will refund a $9.95 monthly...

Adviser's tweet about widow of fallen Navy SEAL sends firm into crisis PR mode

March 2, 2017

The ripple effects from a single tweet Tuesday night during President Donald J. Trump's speech before Congress have turned at least one financial adviser's life upside down, while also sending an unsuspecting financial advisory firm into emergency...

Why advisers should update at least one tech system every year

March 2, 2017

Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system...

Digital marketing strategies take years to perfect, but can yield prospects galore

February 28, 2017

Financial advisers revere the idea of new business leads coming to them instead of them having to pursue prospects, but successful inbound marketing requires a focused strategy and trial-and-error that can take years to perfect. At McLean Asset...

Regulatory scrutiny may put firms without adviser text messaging policies at risk

February 24, 2017

Last December, State Farm became the most recent company to settle a multimillion-dollar class action lawsuit alleging violations of the Federal Communications Commission's (FCC) Telephone Consumer Protection Act (TCPA). This follows a massive...

SEC provides robo-adviser guidance

February 23, 2017

Federal securities regulators warned robo-advisers to be overtly clear with the public about how their algorithms recommend portfolios and asked them to consider whether their questionnaires really ask for enough information to give advice that's...

Get ahead of robo-advisers by combining personal and digital services

February 22, 2017

Can you combine technology and personal interaction to differentiate yourself from robo-advisers? Can this combination be used to make your clients more loyal? Can it help clients better understand risk and return? Can it even assist clients...

Robo-advisers and human advisers adopt each others' biggest advantages

February 21, 2017

The battle that's been brewing between live financial advisers and automated advice providers seems to have ended in a draw. Both sides of the fight are largely adopting their opponents' biggest advantages and the lines between robo and live...

Financial technology companies embrace artificial intelligence and virtual reality

February 17, 2017

The best place to get up to speed quickly on the latest and greatest fintech offerings is the annual Technology Tools for Today conference. I have been attending T3 for more than a decade, and I am pleased to report that the conference this...

8 social media etiquette mistakes firms should avoid

February 17, 2017

Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these...

Shareholders Service Group to offer Jemstep Advisor Pro to RIAs

February 17, 2017

Jemstep Advisor Pro, a client engagement and investment management tool, is being made available to the more than 1,500 RIA firms that do business with Shareholders Service Group, Jemstep's parent, Invesco, said in a press release. The Jemstep...

Orion Advisor Services adds trading and rebalancing platform

February 17, 2017

Orion Advisor Services, an Omaha, Neb.-based provider of portfolio accounting services to advisers, has introduced a trading and rebalancing platform. Branded as Eclipse, the offering allows advisers to customize and automate trade and rebalance...

Dominate your social media in an hour a week

February 16, 2017

What if I told you that you can spend less than an hour a week and have content for all your social media platforms by using a simple process I can teach you right now? This process has really helped me get more content pushed out across many...

AdvisorEngine acquires Wealthminder

February 15, 2017

AdvisorEngine, a New York-based digital wealth management platform, has purchased the technology assets and intellectual property of Wealthminder, a McLean, Va.-based adviser-client collaboration tool. Wealthminder founder and CEO Rich Ellinger...

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