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Why advisers need to keep their human touch in the digital age
New advances mean many things have been replaced, but we still need to take time to relate to each other.
From robo to artificial intelligence to help clients
Facing the threat of competition from Google and Amazon, UBS turns to AI to deliver personalized advice.
Catch and ride the next wave in financial advice
Clients expect their advisers to use technology to make their lives easier
Advisers in Northeast prep for blizzard, close offices
After learning lessons from Superstorm Sandy, firms are planning ahead with staff and clients, expecting days of potential power outages and working remotely.
When technology or outsourcing can help, and when it can’t
Advisers need to focus on mission-critical functions, such as meeting with clients and marketing.
Worries about robo-advisers are unfounded. Here’s why.
If you are losing clients to online advice platforms, you need to look in the mirror
What top firms do differently with adviser technology
Answering the question: What practice-oriented features affect firm performance most?
Wedbush Securities latest to choose FolioDynamix’s platform
Decision to farm out the wealth management platform for its advisers is a departure.
Time to upgrade to the iPhone 6?
You know when it's time to upgrade your smartphone but is the latest iPhone the way to go?
NestEgg Wealth acquisition brings white-label robo to advisers
Technology platform will combine digital advice tool with customer relationship management and portfolio management systems.
The ultimate payoff of advisers striking strategic partnerships
When advisers create more time to better engage their clients, they can build strong and rewarding businesses
Clash of the titans: Bionic advisers vs. robo-advisers
Robos will force a change in the financial landscape, especially in pricing and democratization of knowledge, but they won't necessarily be the winners of the new era.
Fidelity Institutional weighs own robo offering
Months after teaming with Betterment, Fidelity has added LearnVest to its platform, and may even one day launch its own automated advice platform.
CRM startup Wealthbox earns financial backing from serial entrepreneur Steve Lockshin
Convergent Wealth Advisors chief also deploying the software for his new advisory firm.
Survey shows social media use growing among advisers
66% of those surveyed credit networks with helping them gain new clients.
Running an advisory practice in the age of the robo-adviser
Using online platforms to outsource compliance and back office responsibilities can help advisers focus their time.
Finra expected to adopt CARDS despite vocal industry resistance
Opponents like SIFMA and FSI remain wary of the potential costs, customer data security, but Finra asserts that CARDS will help investors.
Reaching out through LinkedIn
In the fall of 2012, LinkedIn announced the launch of its Influencer program, which featured content from the…
New LinkedIn tool could help advisers with marketing, compliance
An added function allows the exporting of first-degree connections, endorsements, comments made in groups and other LinkedIn content.
New, easy and free technology to figure out capital gains distributions
Online database makes avoiding complicated tax savings a thing of the past.
