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Massachusetts regulator Galvin questions robos’ ability to act as state-registered investment advisers
The statement is targeted at direct-to-consumer platforms seeking registration in the state.
Salesforce debuts adviser-focused client relationship management platform
Called Salesforce Financial Services Cloud, the platform is the company's entry into the wealth management industry.
Fidelity starts testing robo-adviser service on clients
Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
Robo-advisers aim to better link investments and financial planning
Automated online platforms are putting benchmarking metrics aside, and measuring success by how they help clients reach their financial goals.
Reviewing two apps that make it easier for advisers to work remotely
If you enjoy the convenience of an iPad, this pair of apps can help save countless hours.
Investopedia to boost networking services on its Advisor Insights website, CEO says
In the next year, it will add follower capabilities, a portal for adviser peers to share best practices, adviser video tools.
Can robo-advisers be fiduciaries?
Responsibility for advice — even that which is incidental to a transaction — cannot be palmed off on an inanimate object.
Advisory firms’ dilemma: "Who owns client data?"
Data ownership is emerging as a hot topic in the financial advice industry.
MoneyGuidePro updates new version in line with DOL fiduciary rule requirements
Updates for the latest version include features on client goals, life expectancy, household risk tolerance, health care and Social Security.
eMoney names Fidelity’s Ed O’Brien as new CEO, replacing Mike Durbin
The new exec is taking place of founding chief executive Edmond Walters, who stepped down in September
eMoney’s CEO choice of Fidelity veteran Ed O’Brien was a bold, but expected, move
The hire gets a thumbs up from advisers, based solely on his technology background
Fidelity using eMoney to create custodial competitor’s nightmare
Fidelity Investments has set its sights on the ultimate data dashboard for its advisers, likely using eMoney Advisor's technology and the financial planning software's relationships with custodial competitors.
DOL fiduciary rule is spurring technology adoption and innovation: Cerulli report
Advisers won't have a choice when it comes to picking up new tech to serve smaller accounts.
Envestnet flexes its muscles with new Yodlee app innovations expected by end of year
Last year's acquisition will bring the firm information on held-away assets and widgets to analyze all aspects of clients' financial decisions.
Betterment funding jumps $100 million, boosting valuation to $700 million
The robo-adviser saw a 55% increase of total rounds since 2010.
Exclusive: Robo-adviser Marstone has partnered with IBM Watson to deliver cognitive computing-powered advice
The service will help advisers create and manage investments for clients.
Finra issues report on digital investment advice for financial firms and investors
Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority.
Top 5 robo-advisers by AUM
It is no secret that financial giants like Charles Schwab and Vanguard Group have disrupted the robo-adviser industry. Just look at their assets under management.
How advisers can protect their businesses from the onslaught of cheaper competitors
Time for advisers to double down on their 'you' advantage to fend off the rise of low-cost, tech-driven competition.
How to beat the robo-advisers
Utilize technology to make interactions with clients more efficient and on-demand.
