Half a dozen markets will test the new platform before potential approval nationwide.
For those looking for more than just account-level “multiple choice” investing, there's no substitute for an adviser.
The research firm was acquired to help TD better deliver big data capabilities to RIAs.
New software helps advisers maximize spendable income for clients.
Retail robos have a lot to offer investors, but are they really as good as they seem?
Think small data, mobile strategies, more virtual advisers and yes, robos.
T3's Bruckenstein says more than 20% don't use it, while another 20% think they do but really don't.
Banks are watching wealthy clients flirt with robo-advisers, and that's one reason the lenders are racing to release their own versions of the automated investing technology.
David Edwards of Heron Financial Group says advisers shouldn't be afraid to experiment on the web.
Firms may have to spend more money and more management time upgrading their archiving systems
This adviser takes a risk by publishing their technology goals for the new year
Advisory firm United Capital has acquired FlexScore, an online platform that produces a single number to represent a consumer's financial health.
Periscope offers a way for advisers to Tweet with video rather than just words and photos.
Take these steps to maintain your integrity in a social media environment that can get heated.
Naureen Hassan, who previously oversaw Charles Schwab & Co.'s retail robo-adviser platform, has been hired as chief digital officer for wealth management at Morgan Stanley.
Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services.
Financial adviser technology M&A activity totaled nearly $4 billion in 2015, led by SS&C's blockbuster acquisition of Advent and marked by smaller deals for services ranging from financial planning software to robo-adviser technology.
As the robo-adviser movement gains traction and giants such as Schwab and Vanguard flex their muscles in the space, competitors are trying to outmaneuver each other to survive.
As part of a strong cybersecurity policy, advisers need to pay more attention to stronger password, fingerprint scanners and other technologies to protect their data, especially as the Securities and Exchange Commission sets its sights on cybersecurity this year.
