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How should custodian technology influence you?
Picking the right custodian requires analysis of more than just how a custodian executes trades; you must consider reputation, service, pricing, accuracy, etc.
Custodians jump into the robo game
New tech offerings designed to help advisers compete against online investment managers.
Record bets against Japan stocks tell investors time to buy
Short-selling on Tokyo's bourse jumped to the highest on record this month, as the Topix index tumbled 7.7 percent from a six-year high in September.
Are online investors actually panicking at the sight of market volatility?
Covestor sees investors tinkering around the edges of their allocations, but not much actual fear
Where advisers can find help with social media
You don't have to go too far to get the assistance you need to leverage today's tech tools
TD Ameritrade’s Veo dashboard gets boost from big data
Firm looks to capitalize on adviser growth with tech upgrades, but no new robo-adviser in the offing.
Protecting client information is more than just a computer issue
Taking every precaution to guard against today's threats means focusing on both physical and electronic security.
Commonwealth building technology with an eye on the robo-adviser
CEO Wayne Bloom says the firm is considering how a robo offering could help its advisers better connect with clients.
Merrill Lynch ‘goals-based’ accounts to reach $200 billion milestone
Merrill Lynch expects its revamped fee-based investments platform to pass $200 billion in assets by next week, notching a milestone in its massive platform overhaul.
4 ways automation technology is changing the way RIAs invest
Betterment founder and CEO Jon Stein says automation helps investors achieve better outcomes by taking irrational emotions out of the picture, improving returns and saving time.
Betterment launches robo-adviser for advisers
Betterment founder and CEO Jon Stein says Betterment Institutional lets advisers get in on the “robo-adviser” game by allowing them to outsource portfolio re-balancing, daily tax-loss harvesting and more.
Digital investment platforms go online to calm skittish investors
Wealthfront and Betterment take to Twitter and the blogosphere as stock market volatility rises.
BloombergBlack honcho John Michel comes full circle with new gig
Former BloombergBlack honcho John Michel picks up where his last gig left off, and picks up Lebenthal Wealth as a client.
When disaster strikes
Investment advisers are required to have an emergency plan. Assuming you have one, have you really looked at what it says? Have you tested it? Do you know if it will work?
Pimco-Bill Gross saga continues to pique advisers’ interest
Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.
Relationships: The real social media ROI
When engaging clients, forget investment advice. Talk about your life, and ask about theirs
Debunking 3 big myths about robo-advisers
Cutting through major misconceptions about robo-advisers, from the name's meaning to their role in financial service
Personal Capital cuts fees on high-net-worth digital platform
Robo adviser Personal Capital cuts fees on high-net-worth digital platform
Three tech tricks for functioning smoothly overseas
For Sheryl Rowling, a trip to France offers important tech lessons and insight into the work-life balance.
11 slides prove the demand for financial advice isn’t going away
The top-level results from an InvestmentNews Research study show that despite changes in client service needs, demand for advisers should remain strong.
