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Twitter gets advisers in-the-know in real time
Analysts used to have the biggest voice on a stock market movements, but now it's influencers with a large social-media following who carry weight.
Curian Capital’s sudden exit creates a TAMP feeding frenzy
Curian Capital's unexpected announcement that it is closing shop at year-end has sent the $300 billion TAMP industry scrambling to woo advisers working with the $11 billion platform.
Advisers, take charge of your tech – or hire someone who will
Having an IT expert on staff to handle software and get employees up to speed can make all the difference.
How your peers view robo-advisers
Advisers' answers to big questions about robo-advice
Openness, transparency drawing investors to robo-advisers over Wall Street banks
CEO of Personal Capital sees investors choosing new options over the old due to fee transparency, focus on customer's best interests
Microsoft unveils Windows 10, but advisers wait to see about security, features
Like with any software updates, there will be bugs, even on an alluring new operating system.
How to get broker-dealers over the technology adoption hurdle
The four key elements in expanding technology use among broker-dealers and advisers.
LPL Financial plans to launch robo-adviser in next two months
Dan Arnold, LPL's president, says the firm plans to launch a robo that won't replace its financial advisers but will "gain a certain amount of the market."
Reality of the robo invasion isn’t what advisers think
While many believe that robos keep advisers up at night, findings from a new study show a very different reality.
Real-time apps help advisers connect and stay in touch with clients
Getting to know your clients has never been easier, thanks to scalable technology.
The final hurdle in the challenge of going paperless
Testing out a couple 'yellow pad' apps leads to the discovery that it's not so hard after all.
More advisers are embracing the virtual world
As clients demand different service from advisers, there's an increasing reliance on video conferencing and other tools to stay in touch.
Why goals-based wealth management has yet to reach its full potential
Current adviser technology needs to be pushed to its limits to help goals-based planning take off.
Are robos making clients think that 1% fee is steep?
Study finds 20% of investors strongly agree that the investment advice by advisers isn't worth the cost.
Without data standardization, advisers miss opportunities
With such an emphasis growing on data, advisers need to be aware of not just what they’re getting…
An identity thief explains the art of emptying your clients’ bank accounts
Meet Dmitry Naskovets, the con man from Minsk.
Betterment encourages investing excess cash with new automatic feature
SmartDeposit pulls funds from clients' accounts based on a predetermined minimum balance and automatically invests them in ETFs.
Financial planning platforms target Social Security benefits data for online integration
Financial Engines, Betterment among automated investment services aiming to let their clients use information to inform retirement planning.
How much should advisers charge for a brand-new robo offering?
Thinking through pricing structure is an important part of the process when implementing an automated investment service .
Morningstar, Riskalyze team up to integrate adviser programs
Advisers who use both companies' software will gain automatic data synchronization across the two platforms.
