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Surviving change at warp speed
Digitization of our industry is not a choice. What is a choice is whether you are empowered by it or you are consumed by it.
Robo savvy may be the key to newly hired advisers’ success
Those fresh to the industry can pick up friends as clients, maybe eventually take over business.
How you can stand out and succeed in the digital age
Robo-advisers can offer traditional advisory firms a model of evolution, not extinction, but only if advisers are willing to adapt and learn from their competition.
Revamp and refresh your online presence
As summer comes to an end, take some time to revisit web strategies and see if they need an upgrade.
Lessons advisers can learn from robo-advisers
Even the most client-friendly advisers need to adapt to what robo-advisers can provide.
Charles Schwab’s client portals suffer system-wide outage
Brokerage claims that technical issues that caused a system-wide outage were not caused by volume or external factors, and the problem was fixed in time for market open.
Frat brothers linked to J.P. Morgan hack
Federal prosecutors say the 31-year-olds used their skills unlawfully, one is accused of running a Bitcoin exchange that laundered money for hackers, the other is accused of a pump-and-dump scam.
Marketing tips for the robo component of an adviser’s practice
These are the steps advisers should take to get the word out after deciding to offer an automated investment service.
The latest data-aggregation partnership highlights opportunity for advisers
Advisers have been aggregating client data for decades, but they've been doing it the hard way: manually. It's time for them to ramp up their own efforts by leveraging technology.
Advisers should embrace the digital age and its impact on financial advice
Robos can be an effective on-ramp for deeper client relationships.
Robo takes first steps into crowdfunding for college savings accounts
Heads up, BlackRock's FutureAdvisor not only manages 529 plans for free, it also gives clients a way to raise money
The psychology of regulation: applying nudge theory to compliance
Nudge theory and the rise of advanced technology promise new methods for advisory firms to fight the good fight in a world where the dangers of non-compliance have never been greater.
Envestnet acquires data-analytics and account-aggregation company Yodlee
This marks the wealth management software and service provider's third acquisition so far this year as it builds out its suite of tech offerings for advisers.
Cyber criminals getting more aggressive and devious
No matter how well you know your clients, don't shortcut security procedures.
Envestnet deal puts personal financial data aggregation center stage
With the firm's latest acquisition of Yodlee, advisers are reminded to take advantage of big data in clients' accounts.
Smartphone security should be the No. 1 priority for advisers accessing client data on the go
Hacking isn't just on desktops — mobile devices are the new battleground.
Why advisers should set up an in-house video studio
Fidelity finds video is a useful vehicle for timely, targeted messages to emerging investors.
Wealthbox CRM integrates instant messager Slack into adviser tech platform
Having a virtual chat room in the office boosts teamwork and productivity, proponents say.
Advisers wasting time and money by underutilizing tech
Wealth management professionals who don't take full advantage of their firm's software programs are at a competitive disadvantage.
Vendors respond to advisers’ lack of tech-savviness with educational resources
Junxure is the latest CRM system provider to roll out elearning tools for users.
