Fintech

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6 ways advisers can benefit from the avalanche of technology advancement
FINTECH OCT 12, 2015
6 ways advisers can benefit from the avalanche of technology advancement

Don't underestimate the impact digital technology can have on the advice industry.

By Steve Sanduski
4 critical elements of every great adviser website
FINTECH OCT 09, 2015
4 critical elements of every great adviser website

If your website doesn't measure up, prospects will be encouraged to move on, perhaps to a competitor

By Marjorie Wilner
FINTECH OCT 09, 2015
Financial Engines to offer more access to human advisers

The 'original robo' bends to customer pressure to offer a hybrid advice product.

By Alessandra Malito
Collaboration can result in great accomplishments in adviser technology
FINTECH OCT 08, 2015
Collaboration can result in great accomplishments in adviser technology

Refreshing reminder on the industry's collaborative power at the Fuse conference

By Sheryl Rowling
How to talk to your clients about a tech crisis at your firm
RIA NEWS OCT 08, 2015
How to talk to your clients about a tech crisis at your firm

Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.

By Wes Stillman
FINTECH OCT 07, 2015
Risk-focused robo comes out with a consumer version

Digital advice platform reacts to market volatility, automatically shifting investor assets into stocks or bonds depending on risk tolerance.

By Alessandra Malito
Down to the details: Financial planning software
FINTECH OCT 05, 2015
Down to the details: Financial planning software

As industry switches from asset allocation to holistic advice, advisers face a number of choices in software.

By Alessandra Malito
Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds
FINTECH OCT 05, 2015
Direct-to-consumer robo-advisers that don't expand their business model face long-term head winds

Skeptics say the automated investment services that choose to exclusively target retail investors are finding some success, for now, but won't for too much longer.

By Alessandra Malito
Wells Fargo Advisors chief: Clients expect a more digital experience
FINTECH OCT 02, 2015
Wells Fargo Advisors chief: Clients expect a more digital experience

Clients are looking for a more digital experience in an increasingly digital world, but the advice industry hasn't kept pace with the times, according to Mary Mack, president and head of Wells Fargo Advisors.

By Greg Iacurci
FINTECH OCT 02, 2015
How to make sure your firm's data is secure in the event of an outage

Don't wait for disaster to strike — be proactive in establishing a business continuity plan and protocols to secure your data

By Gregory H. Friedman
When it comes to Twitter, keep messages short and to the point
FINTECH OCT 01, 2015
When it comes to Twitter, keep messages short and to the point

Talk of adding more characters to tweets is nice, but advisers should be wary.

By Alessandra Malito
FINTECH OCT 01, 2015
Former Morgan Stanley adviser in data hack case pleads guilty

Free on $200,000 bond, Galen Marsh faces as long as five years in prison when he's sentenced Dec. 7

By Bloomberg
FINTECH SEP 30, 2015
Five steps to becoming a thought leader on LinkedIn

The social media site's publishing platform offers advisers the opportunity to sharpen their marketing chops, and connect with clients and prospects in a new way.

By Craig Faulkner
More advisers are gaining new clients through social media
FINTECH SEP 30, 2015
More advisers are gaining new clients through social media

Those who master Facebook, LinkedIn and Twitter and post content consistently can gain an advantage in the quest to impress prospects.

By Alessandra Malito
So advisers have access to more data – now what?
FINTECH SEP 29, 2015
So advisers have access to more data – now what?

How to apply personal financial information technology, including client account aggregation, to your practice in real time.

By Alessandra Malito
In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?
FINTECH SEP 28, 2015
In the wake of BlackRock's FutureAdvisor deal, which independent robo-adviser will be bought next?

As robo M&A heats up, it's not necessarily about the specifics of the technology offering, but rather the speed to xmarket for the acquirer — and the right price tag.

By Alessandra Malito
Is there anything left to automate?
FINTECH SEP 27, 2015
Is there anything left to automate?

Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.

By Sheryl Rowling
FINTECH SEP 25, 2015
What happens if banks make it harder to obtain client data?

As data aggregation moves into spotlight, not all the players might get along.

By Alessandra Malito
FINTECH SEP 25, 2015
Morningstar to acquire automated portfolio rebalancing firm Total Rebalance Expert

Software used by more than 500 advisers will be integrated with Chicago firm's other functions, broadening appeal.

By Alessandra Malito
SEC nails advisory firm for cybersecurity failure before data breach
FINTECH SEP 25, 2015
SEC nails advisory firm for cybersecurity failure before data breach

Firm pays $75,000 to settle charges after approximately 100,000 data records compromised as a result of hack.

By Alessandra Malito