Getting rid of the paper involved in using the Automated Customer Account Transfer Service will also speed the process, robo says.
Tech required by UHNW investors is more sophisticated.
Don't approach planning the same way with all your clients.
Kyung Soo Kim, no longer employed in industry, also suspended for one month.
Company is offering clients complimentary, two-year membership to an identity theft protection and credit monitoring service.
Company assesses adviser's needs and then generates a report comparing software and analyzing vendors.
The massive and growing market is underserved by Wall Street, but Silicon Valley sees opportunity.
The partnership connects the robo with 3 million customers and $9 billion in Optum's HSAs.
James Crowley says the custodian is focusing on IT improvements and enhancing the client experience.
With Lori Hardwick and Drew DiMarino, Riskalyze wants to expand among enterprise firms and possibly take the company public.
Consumers can open an account with no minimum and FDIC insurance up to $1.25 million even if they don't invest with Personal Capital.
FMAX ties together Wealthscape technology, eMoney financial planning and investment management to rival TAMPs.
To sustain their growth trajectory, RIAs will need customizable tools to express their vision and value proposition.
OpenInvest will overweight companies with a track record of improving racial equality while avoiding those that harm minority communities.
Carson Group's survey of its advisers shows they're concentrating on technology, talent and marketing
Clients interested in marijuana/cannabis stocks, cryptocurrencies and ESG/socially responsible investing
TradeWarrior founder Damon Deru is launching a new rebalancing software following a messy split from Oranj.
The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of Merrill Lynch.
Three ideas for how the financial services industry could be pushed to standardize data collection and processing.
