RIA Finhabits launches mobile platform in English and Spanish.
Wealth management platform now will offer adviser-client collaboration tool
80-plus firms ready to help advisers decide where to spend their tech budgets
This is the summary that goes with the Investment News Scriba test by Bob Allen
Advisers still unintentionally falling into trap of custody provisions passed after Madoff swindle.
Private equity firm adds Maine-based compliance and distribution consultants
Familiar financial giants are doing well attracting investor assets on digital platforms
Firms would be better off with shorter, more frequent sessions for employeees
Fintech firm will make the Marstone digital-advice platform available to the 13,000 financial institutions it works with.
Client data-gathering tool also links with Redtail and LaserApp
Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out.
TD Ameritrade Institutional will add new tools to its Veo One platform that employ analytics to help financial advisers understand their practices better and a dashboard to pinpoint client-service issues.
Clients can get live advice if they have enough assets, and those seeking a dedicated adviser will be referred to an RIA who is using Betterment for Advisors.
Firm's 7,100 advisers to gain digital investment advice platform and advanced analytics about clients
Schwab and Vanguard at opposite ends of robos' performance spectrum, advisory firm's report finds.
Traditional valuation providers warn of limits to digital tools, including quality
The company's founders, who hail from Financial Engines, have grown the new business to $100 million in assets.
Advicent's Naviplan software will broaden advisers' view of client financial picture.
The rules, which include having written policies and procedures and a designated chief information security officer, could become a model for other states.
