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Retirement income hit with highest effective tax rates
New software helps advisers maximize spendable income for clients.
What robo-advisers do right
Retail robos have a lot to offer investors, but are they really as good as they seem?
5 adviser tech trends that will define 2016
Think small data, mobile strategies, more virtual advisers and yes, robos.
CRM software is old-school but still a trouble spot for many advisers
T3's Bruckenstein says more than 20% don't use it, while another 20% think they do but really don't.
The rich already use robo-advisers, and that scares banks
Banks are watching wealthy clients flirt with robo-advisers, and that's one reason the lenders are racing to release their own versions of the automated investing technology.
Adviser’s Consultant: How to build a social media strategy that begets business
David Edwards of Heron Financial Group says advisers shouldn't be afraid to experiment on the web.
Consider yourself warned on message archiving
Firms may have to spend more money and more management time upgrading their archiving systems
Which robos got off to the fastest start in 2016?
Almost all robo-advisers have grown in some shape or form between the start of last year and this…
6 adviser technology resolutions for a more organized 2016
This adviser takes a risk by publishing their technology goals for the new year
United Capital acquires digital planning tool FlexScore
Advisory firm United Capital has acquired FlexScore, an online platform that produces a single number to represent a consumer's financial health.
This app can help advisers better broadcast messages to clients
Periscope offers a way for advisers to Tweet with video rather than just words and photos.
Dealing with difficult people online
Take these steps to maintain your integrity in a social media environment that can get heated.
Morgan Stanley hires Charles Schwab robo executive
Naureen Hassan, who previously oversaw Charles Schwab & Co.'s retail robo-adviser platform, has been hired as chief digital officer for wealth management at Morgan Stanley.
Vestorly raises its game with artificial intelligence
Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services.
Fintech M&A climbs to $4B in 2015, data analytics may drive more deals in 2016
Financial adviser technology M&A activity totaled nearly $4 billion in 2015, led by SS&C's blockbuster acquisition of Advent and marked by smaller deals for services ranging from financial planning software to robo-adviser technology.
Betterment catches up to Wealthfront in AUM as robo competition reaches boiling point
As the robo-adviser movement gains traction and giants such as Schwab and Vanguard flex their muscles in the space, competitors are trying to outmaneuver each other to survive.
Cybersecurity solutions to weak passwords
As part of a strong cybersecurity policy, advisers need to pay more attention to stronger password, fingerprint scanners and other technologies to protect their data, especially as the Securities and Exchange Commission sets its sights on cybersecurity this year.
Mobile work options impact RIA firms
Allowing employees more flexibility and control over their work routines can lead to greater productivity and a long-tenured team.
Microsoft Dynamics CRM program gets a face lift
Client-relationship management program Microsoft Dynamics announced upgrades on Monday, but some financial advisers say the platform is still not ready for the big leagues.
Morgan Stanley names operating chief as lead of ‘digital offering’
As Morgan Stanley's head of wealth management, Greg Fleming, steps down, Jim Rosenthal, chief operating officer, is stepping up to take the reins of the firm's impending digital offering.
