The technology company seeks to expand its responsible investing footprint with the RIA.
Wealth of tools popping up to help with compliance, but will require proper adviser due diligence.
Advisers know technology can improve efficiencies and foster strong client relationships, but some are finding the latest tools don't always deliver as planned.
The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.
Planning centric digital advice solution part of new Fidelity platform for advisers.
Tech experts are showing, not just telling, advisers that they are vulnerable to online threats
Planners are tweeting and posting to the web more — and many are gaining new clients from the effort.
LendingRobot allows planners to create client accounts with unique risk and investment profiles.
Alex Murguia, financial planner and tech expert, says having client portals and a mobile-friendly website are elemental for building a successful practice.
Why banks are finally coming around to working with fintech companies.
Firm purchases Wheelhouse Analytics as tool to glean more insight into client portfolios and benchmark accounts against peers.
Picking tools that perform well individually and enhance the client experience are critical; the next step throughout the industry will need to be better integration.
The bottom line is that every email should be viewed with suspicion.
The biggest threat to the financial advisory industry might be underestimating the risks posed by a hacker or computer virus, technology security experts say.
Encryption is one of the best bets for securing clients' sensitive information
Fees are higher than some competitors, but firm already has brand awareness to make inroads into the market.
ClientWorks, the company's adviser dashboard, is now available to more than 11,000 advisers, up from 500 this time last year.
Financial advisers have developed some of the most popular software in the industry, and they have the scars to show for it.
Software firm is boosting compliance functions of its financial planning platform. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus " target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Firms that don't invest in tools to improve the client experience, such as those that allow for frequent interactions with the adviser, will lose out.
