Asset aggregation and CRM tools added to third-party exchange for advisers.
Office of Financial Innovation to help regulator keep pace with technology.
Firm describes new tools as "easy button" for small advisers.
Firms don't need to completely upend the way they do their work and serve their clients to benefit from new ideas.
Let's work together to make technology a friendlier place for everyone.
This month's edition kicks off with the blockbuster deal of the decade in advisor technology: Envestnet acquiring MoneyGuidePro for half a billion dollars, or nearly 10X its forward revenues.
Voice or facial recognition technology could be used to help advisers formulate a client's true risk profile.
Advisers should break marketing into bite-size pieces that they can prioritize, execute upon against goals and measure for effectiveness.
Sheryl Garrett is this year's InvestmentNews Icon.
Advisers must evaluate what technology they need to stay profitable, as well as the value of technology investments to their clients.
Data carries great potential for financial advice — but also a threat.
New benchmarking data highlight independent advisory firms' intention to invest in their digital client experience.
As tech starts to track what clients actually do, report back and personalize their experience, planning processes and the client experience will advance.
Advisers will still need to get DFA's approval to access its mutual funds.
Many RIAs falter as they grow, caught off guard when the client-facing work they've always done seems to show diminishing returns.
Having the technology isn't enough anymore
'Credit Exchange' will enable advisers to offer pre-qualified loans to clients.
Technology that empowers advisers is a key component of a successful strategy, but it is not, in and of itself, a strategy.
Adviser tools must bridge knowledge gaps.
Financial planners need to up their game in what they provide clients.
