Sustainable investing is expanding rapidly, and part of its evolution hinges on technological innovation.
Covid-19 forced both businesses and consumers to go digital. Suddenly, services once reserved for high-net-worth clients could be profitably delivered to nearly every segment.
'The future is comprehensive financial planning,' Rose Palazzo says, and she hopes to be at the forefront of that shift as the new head of MoneyGuide.
New research from the Foundation for Financial Planning shows that fintech innovation falls short when it comes to planning for low- and moderate-income pro bono clients.
The broker-dealer expands its use of the Skience platform by adding the onboarding module.
Advisers now have access to risk assessment and portfolio analytic tools.
The new service, scheduled to begin sometime next year, will service customers with between $250,000 and $2 million in assets, a group that UBS hasn't previously targeted in a meaningful way.
Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.
B-D tech expert Darren Tedesco discusses how B-Ds can reconstitute their technology stacks to drive growth and efficiency gains.
The acquisition adds portfolio rebalancing and trading to the Addepar platform.
Carson Group is the latest to sign up for the three-year-old service that lets advisers allocate assets in held-away accounts like 401(k)s. It is compliance-friendly and secure, the firm says.
The process of switching investment accounts from one firm to the another is one of the most anxiety producing events in the work life of a financial adviser.
'There is no remote work. There is only work,' futurist Mike Walsh said during a session on the future of the industry at the Schwab Impact conference.
Future Proof, which will cover technology and trends, is set for Huntington Beach, California, in September 2022.
Investing apps allow investors to trade securities and share those strategies with like-minded traders. Regulators may need to consider whether they're also providing investment advice.
The bank is strengthening its investment advice offerings by adding both a robo-adviser and a hybrid adviser.
The former broker, Dalas Gundersen, sued Edward Jones in 2015, seeking damages, after three fake gay-sex ads were posted on Craigslist earlier that year listing his business phone number.
While the ProShares Bitcoin Strategy ETF is the first of its kind, there are a host of other versions coming soon. The futures-based strategy could make the tech stock volatility of the 1990s look tame by comparison, according to experts.
This month’s #AdviserTech roundup includes Franklin Templeton’s purchase of O’Shaughnessy Asset Management and its Canvas direct index platform; Morningstar’s acquisition of Moorgate Benchmarks; Betterment for Advisors’ shift from TAMP to RIA custodian competitor; and the SEC’s inquiry into when fintech-driven nudges become bona fide investment advice.
Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's sake.
