Displaying 4486 results
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.
The year of the client portal
Technology companies may be falling behind if they don't offer a client portal in some way, shape or form.
Mind those emails: Don’t fall victim to a cyberattack
For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data.
What the Apple-FBI feud means for financial advisers and privacy rights
What happens with the tech giant could have ripple effects for financial services. Regulators potentially may get stricter in investigations of brokers.
How to attract, and keep, young high-net-worth clients
Five ways advisers can reinvent their customer service to satisfy this new client base.
Microsoft killing support for older Internet Explorer spells trouble for advisers
Microsoft is shutting down support for older versions of Internet Explorer next week, putting advisers who use the software at risk for malware and malicious cyberattacks.
Wealthfront, staying true to robo roots, faces uphill battle in race for assets
As rivals expand, the robo hasn't hinted at any plans to partner with advisers.
SEC redesigns adviser website to help investors research brokers
The Securities and Exchange Commission is helping investors do their due diligence with improved public disclosure.
Betterment incorporates external accounts onto its client and adviser platform
“Our goal is to be our customer's central financial relationship, where you do everything in the long term,” said Jon Stein, chief executive of Betterment.
Big data ushers in the predictive future
Broker-dealers are figuring out how to position themselves to deliver on this disruptive technology
Why Vanguard is about to engulf the financial planning industry
Steps advisers can take to avoid getting hurt by the fund giant's rise in the planning space.
Too many robos crowding the market?
Small startups are trying to break into the crowded ranks of adviser-facing robos. But are there too many players now in the market?
Pokemon Go demonstrates a growing trend, even for financial advisers
Gamification may be a path for firms looking to engage with their clients on financial planning.
