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Wealthfront CEO sees his robo-adviser as the next Schwab
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
Morningstar to pay $61 million in trade-secrets settlement
The investment research firm will pay Business Logic for the software company's intellectual property.
Advisers’ next evolution: Pairing with online platforms
Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.
Two groups battle it out to create uniform national rule for fiduciaries to access digital assets
The Uniform Law Commission and NetChoice are working separately to try to make it easier to close up accounts and transfer funds after the owner dies.
Delaware becomes first state to enact digital assets law
New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.
How technology can transform an RIA
The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues…
Morningstar settles software piracy case
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
U.S. companies show broad recovery as hiring pace surges
Employment may be headed for a "breakout year."
9 best practices to implementing new technology
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
7 ways to correct advisers’ biggest technology and compliance blunders
From improperly storing client data to misusing document management systems, here are the top mistakes technology experts see advisers making.
A visit to the cool and wearable future
Fidelity Institutional's Office of the Future demonstrates how advisers can use technology now.
5 big tech trends coming your way
Catch up on the next “wow factor” tech trends, ideas and products that will rock the world of financial advisers and their clients in the not-so-distant future.
Technology tools: For productivity or reward?
Here are some guidelines for deciding whether to buy technology tools or gadgets for staff. Or, how to strike a balance between productivity and reward.
Merging RIAs, merging technology
While on the surface a merger may seem like an easy decision for advisers to make to move their firm to the next level, it's important to understand and appreciate the complex operational, cultural, and philosophical changes that will need to take place to keep your business running smoothly.
A glimpse into the future of adviser technology
Looking for the future of adviser technology? Then look no further than the annual Consumer Electronics Show because most innovations in business technology trace their roots to innovations originally targeted towards consumers.
Renovate your social media profile
Here are five things you can to make over your social media profile.
7 steps to finding prospects on LinkedIn
Many advisers have created a LinkedIn profile, have a few contacts but then have gotten lost in the daily grind and forgotten to use LinkedIn the way it was intended. LinkedIn is the place for businesses to connect, but how many connections do you have with potential clients?
How advisers will communicate with clients in five years
Video conferencing, text messaging and more robust online services will define the way advisers interact with clients in the future.
How technology affects your firm’s value
Four key questions to assess your readiness for a merger or acquisition.
Forget big data – here’s how one adviser uses small data
Small data, or the information you can access and interpret from resources within your own firm, can pay off big.