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XY Planning Network on the hunt for innovative financial adviser technology for young clients
Young advisers want more technology suitable for student loans, cash flow and debt management.
LPL’s new robo-platform via BlackRock’s FutureAdvisor tests waters with $5,000 account minimum
The firm's minimum for its automated investing platform is not unheard of, but in the future that number may be even lower, experts say.
Fidelity officially launches retail robo-adviser
After months of testing, Fidelity Go is up and running, giving investors access to an automated platform with traditional management.
Wells Fargo plans to launch robo-adviser in 2017, COO says
The world's most valuable bank plans to start a robo-advisory service in 2017, Chief Operating Officer Tim Sloan said.
When custodians target retail market
Custodians are becoming more attracted to the business of automated advice, and are using vast resources to introduce their own consumer platforms.
Top advisers rejecting robo-advice model
Most 'elite' advisers are looking to grow through personalized service to ultra-wealthy and institutional clients.
Riskalyze’s Aaron Klein reveals how he grew his company
Study these three lessons and apply them to your business.
Assets in robo-advice channel surge, as more RIAs prepare to jump in
Firms embracing automated advice are positioning themselves to capture new client segments. By 2018, nearly one-third of registered investment advisers will have a robo-offering.
Robo-advisers increasingly represent a useful ally for human advisers
Robos can enlarge the advisory business as a whole, expanding the pools of both providers and users of advice.
How financial advisory firms can practice emergency preparedness
Advisers should test their emergency plans periodically to make sure they are in compliance with Securities and Exchange Commission rules.
Salesforce expands data analytics in financial services CRM program
With the app, advisers can view their clients by segments, including age, gender and wealth accumulation.
MoneyGuidePro creator releases DOL fiduciary-focused software
Firms that use the tool will have a way to gauge if clients are invested to their best interests.
Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind
Forget desktops. The future is about mobile and phones.
The mobile edge: Moving your business across the digital divide
Your client's cell phone could be the biggest boost to your business.
These cases can save your phone from the brink of disaster
Now you no longer have to worry about dropping your phone or running out of power.
Why financial advisers should focus on readiness before growth
Adding significant growth can put a strain on a firm's infrastructure without proper preparedness.
T3 tech conference partners locked in legal fight over profits
Lawsuit claims Joel Bruckenstein never paid Bill Winterberg half of the profits from a 2015 event.
A financial adviser’s guide to risk management software
Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.
Pershing adds three new robo-advisers in latest push into digital advice
The firm is building out digital ecosystem of its own with partnerships with Jemstep, SigFig and Vanare.
Firms, technology vendors mobilize on security standards
Cybersecurity is a major concern for vendors, firms and advisers.
