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Financial Engines acquires The Mutual Fund Store for $560 million
The original robo will leverage the RIA to offer 401(k) clients human advisers, according to Financial Engines president and CEO Lawrence Raffone.
Technology can help advisers manage mutual fund capital gains taxes
Hit this year could be big as many client portfolios are down and funds project steep distributions.
Financial data wars heat up as Envestnet sets lofty goals for Yodlee post-acquisition
The firm explains its aggressive M&A strategy and shares its objectives for its newest subsidiary.
2,500% asset growth projected for robo-advice platforms
Led by major firms, assets under management forecast to reach $489B by 2020, Cerulli says.
Study calls out State Street and Invesco to join the robo-game
The ETF “heavyweights” are the ones to watch for a possible platform, according to Silver Lane Advisors.
Robo says investors want a human touch in retirement accounts
When it comes to 401(k) plans, people want to talk to people.
MoneyGuidePro, eMoney bring data entry directly to clients
Two financial planning software firms plan to give advisers option to offload nitty-gritty to clients.
Google’s automatic email reply: Time saver or out-of-office replicator?
In ultimate Big Brother fashion, Google will analyze your emails — both inbound and outbound.
Riskalyze seeks to leverage DOL fiduciary rule with wealth management platform
Robo-adviser, risk assessment and compliance meet on one dashboard.
Advisers who up the ante with tech have bigger books of business
Those who embrace change and use online tools engage more with clients.
Youtube is hot spot for educational videos
Advisers should consider posting to the popular web site.
Tips for how advisers can stay on top of social media
Social media has transformed the way we do business, and the way clients and prospects find and engage with their advisers.
Periscope the next frontier in social media for advisers?
The real-time video platform gives clients another way to get acquainted.
Indie B-Ds late to the robo game
IBDs haven't considered digital advice services as important enough to offer their advisers but that may change next year, with at least a couple ramping up to offer a robo in 2016.
Investors are grading advisers on investment skill — and advisers might not know it
A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice — and maybe even weaken job security.
LPL lays out timetable for robo-platform
Firm hopes to roll out full version to advisers before next annual conference in July.
Does technology eliminate job opportunities?
Computers can take the place of people for some tasks, but that can free up employees to strengthen client relationships.
eMoney and MoneyGuidePro take a second stab at an integration
The two powerhouses of financial planning software providers, MoneyGuidePro and eMoney, announced they are integrating with one another after pulling similar plans earlier this year.
Schwab Intelligent Portfolios up 37% in third quarter
Growth likely reflects existing clients shifting to automatic platform.
From Total Rebalance Expert’s CEO: Why Morningstar, why now
Sheryl Rowling says that after a few months working together, the two companies realized a closer relationship made sense.
