Current adviser technology needs to be pushed to its limits to help goals-based planning take off.
Study finds 20% of investors strongly agree that the investment advice by advisers isn't worth the cost.
Meet Dmitry Naskovets, the con man from Minsk.
SmartDeposit pulls funds from clients' accounts based on a predetermined minimum balance and automatically invests them in ETFs.
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
Thinking through pricing structure is an important part of the process when implementing an automated investment service .
Advisers who use both companies' software will gain automatic data synchronization across the two platforms.
An increasing number of companies want to identify — and whisk away — investors' excess cash.
The combative robo-adviser takes a shot at competitors for their fee structures.
Websites exist for gathering documents and preserving key information, sparking adviser-client conversations about planning for the inevitable.
Digital investment platforms with human advisers bring in account balances 10 times higher on average than regular robo-advisers.
Crux of the platform is to enable advisers to bolster client relationships while on the go.
A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices
It may be easy, and perhaps unintentional, but advisers' assumptions about a client's risk tolerance can lead to undesirable, maybe even lasting, results.
Managing emails, scheduling appointments, taking calls and even booking dinner reservations with clients not as time consuming as they once were. <i>(Plus: See a <a href="http://www.investmentnews.com/gallery/20150209/FREE/209009999/PH" target="_blank">snapshot of the top seven apps</a>.)</i>
Where do you fall on the technology-adoption scale &mdash; and where do you want to be?
It takes experience to master the art of generating engagement via Twitter, and it starts with understanding your target audience's preferences and usage patterns.
Firms need a committed online strategy and must ensure the message matches the media.
Make these your biggest months by staying connected with clients and actively look for opportunities to engage with new prospects.
