A new service lets investors grade advisers based on investment performance, which advisers say may put too much emphasis on investing advice — and maybe even weaken job security.
Firm hopes to roll out full version to advisers before next annual conference in July.
Computers can take the place of people for some tasks, but that can free up employees to strengthen client relationships.
The two powerhouses of financial planning software providers, MoneyGuidePro and eMoney, announced they are integrating with one another after pulling similar plans earlier this year.
Growth likely reflects existing clients shifting to automatic platform.
Sheryl Rowling says that after a few months working together, the two companies realized a closer relationship made sense.
As the robo market heats up, Personal Capital cuts minimum account requirements in a move to attract younger clients.
The question for Finra: How deep is their resolve to make BrokerCheck as popular as services like Yelp, TripAdvisor or Angie's List?
As the financial services industry jockeys for position in the fast-evolving world of robo-advice, Raymond James has put a stake in the ground, saying that it will not launch a robo-platform that competes with its affiliated financial advisers.
The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers.
A simple collation of the tools and features of adviser-facing CRMs.
Concept of gender-specific automated investment service takes off with the second of its kind just a month after the first launched.
A snapshot of the technological spending and usage in the IBD channel
A common thread across technology-driven breaches is the failure of firms to establish and enforce policies and procedures.
Other digital platforms that advisers should also have on their radar screens handle functions other than investing.
To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.
Don't underestimate the impact digital technology can have on the advice industry.
If your website doesn't measure up, prospects will be encouraged to move on, perhaps to a competitor
The 'original robo' bends to customer pressure to offer a hybrid advice product.
Refreshing reminder on the industry's collaborative power at the Fuse conference
