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Morningstar acquires bond analytics firm InvestSoft Technology
Asset managers and advisers will crunch data to gain insights on fixed-income products.
Lessons learned while working overseas
Morningstar's Sheryl Rowling has advice for how to best adapt to changing conditions as she works remotely from Spain.
Adviser trade groups tap tech vendors as an extra perk for members
Partnerships with leading software providers give advisers access and discounts, though they may not know it.
Joel Bruckenstein fires latest salvo in bitter battle over T3 profits
Two months after the lawsuit was filed, Bill Winterberg and Joel Bruckenstein duke it out over conference profits, responsibilities.
Top robo-advisers Betterment and Wealthfront more weighted toward stocks than bonds, research says
Leading robos also are bracing for a market downturn, Convergex says.
Tech vendors upping the ante at T3 for better client experiences
Software vendors look to attract advisers with real-time tools and better web portals to meet higher client expectations.
Finra fines and suspends adviser for software misconduct involving 78-year-old client in variable annuity case
Ameriprise Financial Services rep altered and backdated client notes, the regulator said.
Michael Bloomberg: Public policy changes needed to address income inequality
Changing economy and job market stem from greater use of technology, he says.
Advisers must brace for DOL fiduciary by ramping up technology plans
Time to weigh the role technology will play in keeping advisory practices in compliance, as well as profitable
3 email marketing systems that won’t break the bank
These systems are a great place to begin to kick-start your email marketing campaigns.
Tech secrets for successfully working overseas
Morningstar's Sheryl Rowling plans to work from Europe a second time — and plans to do things a bit differently following the lessons she learned on a previous trip.
Advisers need to adapt to DOL fiduciary rule or risk getting left behind
The retirement-services space has reached the point of creative destruction, where innovation eliminates old businesses and creates new ones.
Pershing’s API store highlights potential, complexities of open architecture
Firms can customize software using APIs, but there are challenges to setting up the perfect system.
Vanare’s Lex Sokolin to join London-based research firm
Mr. Sokolin will remain a shareholder and member of Vanare's Board of Directors, while Ken Manning will succeed him.
Invesco acquires robo-adviser Jemstep
Investment management firm Invesco has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers.
When is it time to throw in the towel on technology?
We are always telling clients not to throw good money after bad. That advice applies to us as well.
Bright side of the new DOL fiduciary rule: Tech and efficiency
The rule is likely to unleash a wave of software upgrades and business relationships that will result in greater efficiencies for advisory firms.
Using PowerPoint for client meetings
Numbers need to be in a visual format that conveys how clients are reaching their goals and making money.
Goldman Sachs to acquire retirement-savings startup
Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan.
Morningstar launches new client portal to tap data aggregation capabilities
The company is tackling two trends in financial technology: better dashboards for clients and pulling in held-away assets.
