Now advisers can easily view client information and investment data anywhere any time.
Advisers should weigh wealth management technology as an answer to their small-account woes.
Uniformity, pressured large institutions are just two of the possible outcomes for automated investing services.
When it comes to technology, we all want it all. But we all can't agree on size
Answering questions for free has long lasting impact, helps marketing efforts.
Robo-advisers might have more reasons to be worried about the next bear market than investors do.
Pairing technology with humans goes beyond asset management, by getting to know the client — and maybe even their future.
More and more, banks are picking up digital wealth management tools for its customers.
Three robo-advisers are pulling in new information on all types of client accounts in the past month alone to improve service.
The broker-dealer first announced a robo initiative last summer, but has held off until now, as they've teamed with BlackRock's FutureAdvisor on a new adviser-facing robo.
The online bank is expanding to include investment services through the brokerage company.
The partnership will help plan sponsors and advisers manage conflicts of interest, costs.
Intuit, the data aggregator that powers apps like Mint and QuickBooks, announced earlier this week it will shut down its Financial Data APIs.
The acquisition comes as the entire industry is waiting for the Department of Labor to release the final ruling on its fiduciary standard.
Modifying information could end up costing advisers money, which happened in one recent case.
The statement is targeted at direct-to-consumer platforms seeking registration in the state.
Called Salesforce Financial Services Cloud, the platform is the company's entry into the wealth management industry.
Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
