One way we decide which new technologies to implement (or at least consider) is by asking our clients to provide detailed feedback on communications every other year.
Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.
The $7.1 billion cryptocurrency exchange has agreed to purchase Bitria, a 5-year-old startup that provides advisers with tools to access and manage holdings of Bitcoin and other tokens.
Marketing is a long game. First impressions matter, but lasting impressions matter more.
The new products not only provide investment opportunities that aren't available on the open market, but can also combine a client’s passions — for things like antique cars or even musical instruments — with their investment portfolios.
The Addepar platform tracks how investment portfolios perform across asset classes by aggregating data from client portfolios and overall market performance.
A mobile app update removed some functionality and was lampooned on social media sites and in online reviews last year. A website malfunction weeks later couldn’t have come at a worse time.
Clients are increasingly connected via mobile devices, and wealth management tech providers are betting advisers will want to reach clients using texts.
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
For many financial advisers, the slide reinforced the notion that Bitcoin is just too volatile for client portfolios.
The alternative investment provider increased assets on the platform to more than $104 billion last year. The secret could be its ability to combine multiple high-net-worth investors into a single private placement.
The InvestmentNews reporting team looks ahead to 2022 and sees many of these long-term trends continuing.
While investing in single stocks can expose investors to more volatility, the feature lets customers stay diversified while also allowing them to buy shares of their favorite companies.
Millions of consumers are already creating free financial plans right from their mobile phones, meaning the ability to create customized plans may become commodified.
The majority of global financial service institutions are facing serious issues related to securing their stored data, according to a recent survey by data storage company Continuity.
Morgan Stanley allegedly learned of the breach when it was contacted by a man who said he had purchased used IT equipment from an internet vendor that came with access to sensitive customer data.
The ability to roll options was previously available only to Level 3 users, who have access to more trading functionality.
Customers of the $8 trillion mutual fund giant weren't able to access certain account reports or receive trade confirmations while the website was having problems.
It's important for advisers to understand what they can and can't do under the agency's new marketing rules when it comes to advertising and marketing via social media and messaging apps.
