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Fidelity Institutional weighs own robo offering
Months after teaming with Betterment, Fidelity has added LearnVest to its platform, and may even one day launch its own automated advice platform.
CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin
Convergent Wealth Advisors chief also deploying the software for his new advisory firm.
Survey shows social media use growing among advisers
66% of those surveyed credit networks with helping them gain new clients.
Running an advisory practice in the age of the robo-adviser
Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.
Finra expected to adopt CARDS despite vocal industry resistance
Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.
Reaching out through LinkedIn
In the fall of 2012, LinkedIn announced the launch of its Influencer program, which featured content from the…
New LinkedIn tool could help advisers with marketing, compliance
An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.
New, easy and free technology to figure out capital gains distributions
Online database makes avoiding complicated tax savings a thing of the past.
Cybersecurity a major priority in independent broker-dealers’ 2015 tech budgets
Preventing hack attacks is a big concern for independent broker-dealers heading into next year based on their planned technology spending.
Some advisers moving to mobile payment systems to bill clients
As more Americans demand online billing, some advisers are kicking the tires of mobile payment systems such as PayPal and finding benefits and drawbacks.
Fidelity researchers dive into virtual reality with StockCity
Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.
Schwab tells advisers its online advice platform won’t be a threat to RIA biz
Charles Schwab & Co. defended its move to introduce its own online advice platform at the Schwab IMPACT conference in Denver Wednesday. The retail offering is due next quarter, the adviser version in the second quarter.
Finra survey shows investors want more regulatory protection
They're willing to pay a little extra for it, too.
Five tax moves made easier with technology
Software can make these labor-intensive strategies a breeze.
When slow Internet happens to fast people
Blogger goes where life is slow and the Internet is slower.
How advisers can get the most out of video
In the past few years, online video has become an entrenched part of the marketing landscape. In January,…
Ready for prime time: Advisers get into launching their own video series
As video grows in popularity, advisers are using it as a new way to reach clients and prospects.
LPL advisers’ commissions land in their bank accounts one day late
As processing error delays commissions by a day, president Robert Moore moves to reassure advisers.
Robos need to get on the ball
The article in InvestmentNews last week, “Robo-advisers say they aren’t worried about Schwab,” certainly was curious. One of…
Why advisers are worried about eMoney’s acquisition by Fidelity
Deal stirs concerns that Fidelity may cut off other custodian's access to popular software.
