Repeatable processes essential to efficiencies and growth
Betterment Institutional for advisers will launch by early 2015, CEO says.
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
The investment research firm will pay Business Logic for the software company's intellectual property.
Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.
The Uniform Law Commission and NetChoice are working separately to try to make it easier to close up accounts and transfer funds after the owner dies.
New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
Employment may be headed for a "breakout year."
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
From improperly storing client data to misusing document management systems, here are the top mistakes technology experts see advisers making.
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
Here are some guidelines for deciding whether to buy technology tools or gadgets for staff. Or, how to strike a balance between productivity and reward.
While on the surface a merger may seem like an easy decision for advisers to make to move their firm to the next level, it's important to understand and appreciate the complex operational, cultural, and philosophical changes that will need to take place to keep your business running smoothly.
Looking for the future of adviser technology? Then look no further than the annual Consumer Electronics Show because most innovations in business technology trace their roots to innovations originally targeted towards consumers.
Here are five things you can to make over your social media profile.
Many advisers have created a LinkedIn profile, have a few contacts but then have gotten lost in the daily grind and forgotten to use LinkedIn the way it was intended. LinkedIn is the place for businesses to connect, but how many connections do you have with potential clients?
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
