Automated online platforms are putting benchmarking metrics aside, and measuring success by how they help clients reach their financial goals.
If you enjoy the convenience of an iPad, this pair of apps can help save countless hours.
In the next year, it will add follower capabilities, a portal for adviser peers to share best practices, adviser video tools.
Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.
Data ownership is emerging as a hot topic in the financial advice industry.
Updates for the latest version include features on client goals, life expectancy, household risk tolerance, health care and Social Security.
The new exec is taking place of founding chief executive Edmond Walters, who stepped down in September
The hire gets a thumbs up from advisers, based solely on his technology background
Fidelity Investments has set its sights on the ultimate data dashboard for its advisers, likely using eMoney Advisor's technology and the financial planning software's relationships with custodial competitors.
Advisers won't have a choice when it comes to picking up new tech to serve smaller accounts.
Last year's acquisition will bring the firm information on held-away assets and widgets to analyze all aspects of clients' financial decisions.
The robo-adviser saw a 55% increase of total rounds since 2010.
The service will help advisers create and manage investments for clients.
Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority.
It is no secret that financial giants like Charles Schwab and Vanguard Group have disrupted the robo-adviser industry. Just look at their assets under management.
Time for advisers to double down on their 'you' advantage to fend off the rise of low-cost, tech-driven competition.
Utilize technology to make interactions with clients more efficient and on-demand.
Technology companies may be falling behind if they don't offer a client portal in some way, shape or form.
For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data.
What happens with the tech giant could have ripple effects for financial services. Regulators potentially may get stricter in investigations of brokers.
