The author of 'A Random Walk Down Wall Street' talks about investing in today's world, the financial advice business and robos.
Given the rapid pace of changing demographics and technology, advisers need to change their approach to client communication, particularly client meetings.
<i>InvestmentNews</i> survey finds only one-third of advisers expect to invest in protecting online information next year.
New advances mean many things have been replaced, but we still need to take time to relate to each other.
Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.
Clients expect their advisers to use technology to make their lives easier
After learning lessons from Superstorm Sandy, firms are planning ahead with staff and clients, expecting days of potential power outages and working remotely.
Advisers need to focus on mission-critical functions, such as meeting with clients and marketing.
If you are losing clients to online advice platforms, you need to look in the mirror
Answering the question: What practice-oriented features affect firm performance most?
Decision to farm out the wealth management platform for its advisers is a departure.
You know when it's time to upgrade your smartphone but is the latest iPhone the way to go?
Technology platform will combine digital advice tool with customer relationship management and portfolio management systems.
When advisers create more time to better engage their clients, they can build strong and rewarding businesses
Robos will force a change in the financial landscape, especially in pricing and democratization of knowledge, but they won't necessarily be the winners of the new era.
Months after teaming with Betterment, Fidelity has added LearnVest to its platform, and may even one day launch its own automated advice platform.
Convergent Wealth Advisors chief also deploying the software for his new advisory firm.
66% of those surveyed credit networks with helping them gain new clients.
Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.
Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.
