FTV Capital takes small stake and board seat in risk software provider.
Deal combines two of the largest online brokerages and expands US operations of Canada's second-largest lender.
The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.
Experts at Insider's Forum in San Diego also questioned the generally sluggish pace of robo adoption across the advice industry.
While open to using robos for basic investing, they want traditional wealth managers for complex needs.
Data aggregation — and knowing what's on both sides of a client's balance sheet — is key to meeting new requirements.
Software could help with recognizing and planning around clients' loss of cognitive function.
Markets and upcoming elections weigh heavily on their outlook.
Custodian offers five portfolios with investment selected by Morningstar professionals.
Salentica client relationship management software to become part of Black Diamond platform.
An adviser shares his experience starting his own firm, and the challenges of not being able to depend on a home office anymore for phones, faxes, malware and more.
The technology company seeks to expand its responsible investing footprint with the RIA.
Wealth of tools popping up to help with compliance, but will require proper adviser due diligence.
Advisers know technology can improve efficiencies and foster strong client relationships, but some are finding the latest tools don't always deliver as planned.
The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.
Planning centric digital advice solution part of new Fidelity platform for advisers.
Tech experts are showing, not just telling, advisers that they are vulnerable to online threats
Planners are tweeting and posting to the web more — and many are gaining new clients from the effort.
LendingRobot allows planners to create client accounts with unique risk and investment profiles.
Alex Murguia, financial planner and tech expert, says having client portals and a mobile-friendly website are elemental for building a successful practice.
