In a world of instant information, available everywhere, investors increasingly expect something similar in communications from their advisers.
With Vanguard Personal Advisor Services already at $21 billion in AUM, Charles Schwab Intelligent Portfolios just crossed the $3 billion mark — ahead of Wealthfront and Betterment.
With retirement tools proliferating, clients need ones that advisers can use to tell a story.
Institutional Intelligent Portfolios compels advisers to keep at least 4% cash allocation, offers platform for 10 bps.
Overall awareness still low but expected use forecast to climb sharply over next five years.
New services from organizations including Jemstep walk advisers through platforms.
Advisers have a lot to consider when picking an automated investment service to use with their clients — here is a rundown of the features and functionality of the top adviser-targeted platforms.
Robo-technology is here to stay. Adjust your strategy to ensure that you are too.
The two fund giants are battling in the robo-advice game but you might be surprised at which firm could come out on top after all. And take a look at which robo DOL Secretary Thomas Perez <a href="//www.investmentnews.com/article/20150619/FREE/150619892/dol-secretary-perez-touts-wealthfront-as-paragon-of-low-cost#"" target=""_blank"" rel="noopener noreferrer">seems to like.</a>
Mobile apps fail to serve high-net-worth clients effectively or offer the functionality they're looking for.
Get excited about the opportunities this new technology opens up, but be critical
Retail investors respond in large numbers to the Intelligent Portfolios offering.
Advisers can highlight comprehensive financial planning as the real value they offer, not just picking funds.
Big bank meshes human advisers with its digital investing platforms.
Advisers in local communities gain trust as they grow their client base and, in doing so, also enhance the firm's brand.
Today, we can call our clients as we drive down the road and email them documents using the very same device we use to make phone calls.
Onboarding a new technology platform or software system is often not what it seems.
Firm sees new way to cut the middleman, product fees for clients while capturing top investment ideas.
HedgeCoVest targets retail investors and advisers, who will be able to allocate and liquidate clients' SMAs at any time, without typical hedge fund gate provisions.
Advisers, tell <i>InvestmentNews</i> what types of software and devices you use.
