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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...

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...

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...

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...

Robo-advice goes bilingual

February 15, 2017

In launching its mobile-first platform, New York-based robo-adviser Finhabits decided to add something else that may be new in mobile advice: Spanish. Finhabits contends that its new platform is the first bilingual automated service for IRAs...

Fintechs feature DOL fiduciary tools at T3

February 14, 2017

Many new tools that fintech firms are unveiling as the T3 conference opens this week are aimed at helping financial advisers meet requirements of the Labor Department's fiduciary rule, which was due to take effect in less than two months but...

Got client passwords? That means custody to SEC

February 9, 2017

Custody rule provisions aimed at preventing another Bernie Madoff swindle are tripping up financial advisers who have clients' online account usernames and passwords. The adviser custody rule is one of five top areas in which Securities and...

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

February 8, 2017

Another potential giant in the digital advice space launched on Wednesday with Merrill Lynch's robo-platform opening up for clients who have at least $5,000 to invest with the Bank of America unit. Merrill Edge Guided Investing offers digital...

Who's winning the battle between humans and robo-advisers?

February 7, 2017

As human advisers work to adopt more technology features and robo-advisers look to add a human touch, investors could ultimately come out as the winners.

Most advisers' cybersecurity training insufficient

February 7, 2017

Financial advisers should be spending about three times as much time training their staff each year on how to protect the firm and client data from cybersecurity dangers, experts said. About two-thirds of financial advisers spend two hours or...

Fiserv to offer robo to its adviser, bank clients

February 6, 2017

Fiserv will make the Marstone digital-advice platform available to the 13,000 financial institutions it works with, allowing advisory firms, banks and other institutions an opportunity to integrate a robo-advice strategy into their businesses,...

PreciseFP now links to Wealthbox and Salesforce

February 6, 2017

PreciseFP, a client data-gathering tool used by advisers to satisfy compliance obligations, said in a press release that it now integrates with Wealthbox and Salesforce customer relationship management systems. The Alpharetta, Ga.-based company...

Getting a handle on robo-advisers' returns

February 5, 2017

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out. A recent analysis by Condor Capital Management attempted to provide an early peek at winners and losers....

Big data for analyzing adviser businesses, clients part of TD's fintech strategy for 2017

February 2, 2017

TD Ameritrade Institutional will add new tools to its platform this year that employ big data to help financial advisers understand their businesses better and a dashboard to pinpoint where client service is lagging. The firm's open-access technology...

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