Handled incorrectly, a technology failure can undo the brand goodwill RIAs spend years cultivating.
Digital advice platform reacts to market volatility, automatically shifting investor assets into stocks or bonds depending on risk tolerance.
As industry switches from asset allocation to holistic advice, advisers face a number of choices in software.
Skeptics say the automated investment services that choose to exclusively target retail investors are finding some success, for now, but won't for too much longer.
Clients are looking for a more digital experience in an increasingly digital world, but the advice industry hasn't kept pace with the times, according to Mary Mack, president and head of Wells Fargo Advisors.
Don't wait for disaster to strike — be proactive in establishing a business continuity plan and protocols to secure your data
Talk of adding more characters to tweets is nice, but advisers should be wary.
Free on $200,000 bond, Galen Marsh faces as long as five years in prison when he's sentenced Dec. 7
The social media site's publishing platform offers advisers the opportunity to sharpen their marketing chops, and connect with clients and prospects in a new way.
Those who master Facebook, LinkedIn and Twitter and post content consistently can gain an advantage in the quest to impress prospects.
How to apply personal financial information technology, including client account aggregation, to your practice in real time.
As robo M&A heats up, it's not necessarily about the specifics of the technology offering, but rather the speed to xmarket for the acquirer — and the right price tag.
Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.
As data aggregation moves into spotlight, not all the players might get along.
Software used by more than 500 advisers will be integrated with Chicago firm's other functions, broadening appeal.
Firm pays $75,000 to settle charges after approximately 100,000 data records compromised as a result of hack.
Having to check the folder regularly becomes inconvenient and potentially dangerous.
Envestnet says it wants to be advisers' one-stop shop for investment services and technology. So far, it has been willing to put its money where its mouth is.
Let algorithms do what they're good at, and focus on helping clients deal with the mess of being human
With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.
