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RetireUp drags and drops annuities into retirement income planning
RetireUp, a retirement income planning software provider, partnered with two insurance companies this week to allow advisers to drag and drop fixed-indexed annuities products into clients' retirement plans for a quick analysis of what works and what doesn't.
Riskalyze brings advisers automated client checkups during market volatility
When the markets go wild, clients may not know that they need to ride out the volatility, but technology vendors are looking to prevent any bad financial decisions with behavioral coaching via new online tools.
Embrace the robo-adviser disruption
Advisers that embrace this disruption and offer a wider range of services will thrive and prosper in the digital age.
The coming wave of adviser technology convergence
Advice industry is in the early innings of what promises to be a new period of major technological change.
Advizr offers advisers’ clients access to interactive financial planning
Genpact has partnered with Advizr, a financial planning software provider, to expand its reach with clients who want more interactive options to build a financial plan.
New bill aims to ease access to online accounts after client’s death
A bill that was introduced in 11 states this month may provide guidance and structure for accessing online accounts upon an individual's death.
TD takes integration approach on robo-strategy over acquisition
TD Ameritrade Institutional, the adviser arm of the custodian, says working with 16 robo-advisory platforms allows advisers to pick their preference.
Merrill Lynch launches Social Security claiming tool
Other advisers can take a page from the the firm's action plan.
Lessons in leadership for advisers from ‘Game of Thrones’
The industry's proverbial war will be won by advisers who understand the power of technology.
TD Veo One dashboard expected in fall
TD Ameritrade Institutional expects to roll out its Veo One platform, a dashboard for advisers to seamlessly connect software programs, this fall.
RBC partners with BlackRock’s FutureAdvisor for robo-adviser pilot program
Half a dozen markets will test the new platform before potential approval nationwide.
The biggest drawbacks of the retail robo-advisers
For those looking for more than just account-level “multiple choice” investing, there's no substitute for an adviser.
TD Ameritrade to acquire FA Insight for big data
The research firm was acquired to help TD better deliver big data capabilities to RIAs.
Retirement income hit with highest effective tax rates
New software helps advisers maximize spendable income for clients.
What robo-advisers do right
Retail robos have a lot to offer investors, but are they really as good as they seem?
5 adviser tech trends that will define 2016
Think small data, mobile strategies, more virtual advisers and yes, robos.
CRM software is old-school but still a trouble spot for many advisers
T3's Bruckenstein says more than 20% don't use it, while another 20% think they do but really don't.
The rich already use robo-advisers, and that scares banks
Banks are watching wealthy clients flirt with robo-advisers, and that's one reason the lenders are racing to release their own versions of the automated investing technology.
Adviser’s Consultant: How to build a social media strategy that begets business
David Edwards of Heron Financial Group says advisers shouldn't be afraid to experiment on the web.
Consider yourself warned on message archiving
Firms may have to spend more money and more management time upgrading their archiving systems
