Advisor News

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eMoney to collaborate with 28 companies on new platform
FINTECH FEB 09, 2015
eMoney to collaborate with 28 companies on new platform

emX Select aims for healthy competition among vendors, and better integration.

By Alessandra Malito
Taxes might not be the main reason U.S. companies are relocating overseas
RETIREMENT PLANNING FEB 09, 2015
Taxes might not be the main reason U.S. companies are relocating overseas

<i>Breakfast with Benjamin</i>: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

By Jeff Benjamin
Art investors in a tizzy over a flood of Picassos
EQUITIES FEB 09, 2015
Art investors in a tizzy over a flood of Picassos

<i>Breakfast with Benjamin</i>: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.

By Jeff Benjamin
Cambridge's Schwartz expands partnership program
RIA NEWS FEB 09, 2015
Cambridge's Schwartz expands partnership program

Now offering financing for succession plans and acquisition to indy RIAs.

By Bruce Kelly
RETIREMENT PLANNING FEB 09, 2015
Investigate Social Security claiming tools for free

When considering a Social Security software program, make sure it covers all of your potential client profiles.

By Mary Beth Franklin
FINTECH FEB 09, 2015
How will LPL's new tech platform measure up against the competition?

Questions remain about whether ClientWorks will be on par with other third-party open architecture platforms for advisers.

By Sheryl Rowling
Hearsay unveils service to boost advisers' online presence
FINTECH FEB 08, 2015
Hearsay unveils service to boost advisers' online presence

<a href=&quot;http://hearsaysocial.com/&quot; target=&quot;_blank&quot;>Hearsay Social</a>, a social-networking platform for financial advisers, has announced a new program intended to help advisers improve their websites and better connect with new and existing clients.

By Alessandra Malito
FINTECH FEB 08, 2015
Adviser technology is now all about the client

Concentration on costs and on tech's impact on profits is giving way to client concerns and overall productivity. </br><b><i>(Don't miss: <a href=&quot;http://www.investmentnews.com/section/specialreport/20150208/TECHSTUDY2015&quot; target=&quot;_blank&quot;>The 2015 Adviser Technology Study special report</a>)</b></i>

By Mason Braswell
OPINION FEB 08, 2015
In unity there is strength

Relying on a custodian &#8212; no matter how well intentioned &#8212; to take the lead in lobbying is not a sound idea

By MFXFeeder
FINTECH FEB 08, 2015
How advisers are using technology today

A by-the-numbers breakdown of advisers' tech preferences and spending.

By InvestmentNews Research
Gabino Roche, Saphyre
FINTECH FEB 07, 2015
Gabino Roche, Saphyre

Roche founded a fintech that digitizes institutional onboarding transactions.

By InvestmentNews
FSI to help member firms provide health care benefits
RETIREMENT PLANNING FEB 06, 2015
FSI to help member firms provide health care benefits

The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz

By InvestmentNews
Aaron Klein, Riskalyze
FINTECH FEB 06, 2015
Aaron Klein, Riskalyze

Klein built a business around assessing investors’ risk tolerance.

By InvestmentNews
The battle for your clients' retirement dollars
EQUITIES FEB 06, 2015
The battle for your clients' retirement dollars

<i>Breakfast with Benjamin:</i>Annuity sellers fighting for IRAs. <i>Plus:</i> What's good for consumer isn't for business; another perspective on how much size matters; adviser tech world rocked; and how to join the 1%

By Jeff Benjamin
Pimco to fight fund lawsuit challenging Bill Gross pay
MUTUAL FUNDS FEB 06, 2015
Pimco to fight fund lawsuit challenging Bill Gross pay

Investor says firm took lucrative payouts at the expense of shareholders.

By Trevor Hunnicutt
OPINION FEB 06, 2015
How to manage your clients' emotions when market volatility spikes

Volatility at the start of this year has many investors concerned about their exposure to equities, but advisers must put short-term market events in context and keep investors focused.

By Scott E. Couto
FINTECH FEB 06, 2015
How advisers can improve client outcomes by embracing data

Betterment's Jon Stein offers 4 ways to bring a more data-driven approach to serving your clients

By Jon Stein
REGULATION AND LEGISLATION FEB 06, 2015
DOL proposal of fiduciary-duty rule delayed again

Advocates for standard take latest postponement in stride.

By Mark Schoeff Jr.
Brian Hamburger, MarketCounsel
REGULATION AND LEGISLATION FEB 05, 2015
Brian Hamburger, MarketCounsel

Hamburger founded MarketCounsel to provide a one-stop, multidisciplinary shop offering business and regulatory compliance consulting to RIA startups

By InvestmentNews
3 'must do's' from the T3 Conference
FINTECH FEB 05, 2015
3 'must do's' from the T3 Conference

If you don't move now to be one of these &#8220;business-like&#8221; advisory firms and adopt technology, you can kiss your &#8220;practice&#8221; goodbye.

By Steve Sanduski