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Wells Fargo Advisors names mobile and online chief
American Express and J.P. Morgan Asset Management vet McConnell tapped to lead new position at WFA Digital.
How technology is transforming financial advice: Schwab’s Hathi
Mobile lifestyles, evolving models and new competition for the delivery of advice are driving big changes in the RIA business.
Schwab preps robo offering
CEO Walt Bettinger says his firm is working on a “groundbreaking” online advice platform, though details and a timeframe remain unclear.
Biting the tech bullet
Despite scarce resources, advisers are increasingly boning up on technology, or hiring young employees more comfortable with it.
Top 25 technology products used by advisers
In June 2014, more than 1,100 advisers responded to an InvestmentNews survey on their technology usage and satisfaction.
Personal Capital cuts fees on high-net-worth digital platform
Robo adviser Personal Capital cuts fees on high-net-worth digital platform
Morningstar in $52.5 million deal for online financial service HelloWallet
New acquisition functions like Mint.com and works with individuals and retirement plan providers.
LinkedIn endorsements still a ‘legal quagmire,’ despite SEC guidance
Regulations called ambiguous and subject to interpretation; how do you define 'endorsement?'
This app really gets you around
Sheryl Rowling takes a spin using the pseudo-taxi service Uber and enjoys the ride.
George Kinder’s holistic approach now available in an automated version
Father of holistic planning robotizes first few steps of life planning process he created nearly 20 years ago.
Online advisers target the best and brightest new hires
As venture capital pours in, firms such as FutureAdvisor, Betterment and Jemstep plan to grab the strongest new talent.
Why I left a traditional RIA for a robo-adviser
Financial professional Megan Graf makes a career shift to the online advice world, seeing it as an investment in her future. She calls it getting on her rocket ship.
Systematizing these processes will help your firm grow
Repeatable processes essential to efficiencies and growth
Betterment for advisers on its way as firm adds trust, tax-loss harvesting products
Betterment Institutional for advisers will launch by early 2015, CEO says.
Wealthfront CEO sees his robo-adviser as the next Schwab
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
Morningstar to pay $61 million in trade-secrets settlement
The investment research firm will pay Business Logic for the software company's intellectual property.
Advisers’ next evolution: Pairing with online platforms
Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.
Two groups battle it out to create uniform national rule for fiduciaries to access digital assets
The Uniform Law Commission and NetChoice are working separately to try to make it easier to close up accounts and transfer funds after the owner dies.
