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Find your inner robo
Find out which robo platform best matches your personality
Stronghold takes wraps off robo matchmaker
Firm with ties to self-help guru Tony Robbins unveils PortfolioCheckup.
Robo-advisers face first reckoning in downturn
Digital advice platforms look to get out in front of nervous clients as market volatility demands more communication.
Regulators’ alert on robo-advice puts advisers on notice
Advisers can use the guidance from the SEC and Finra to help shape their compliance policies.
3 due diligence steps advisers should take to avoid costly technology mistakes
Slow down the tech selection process to thoroughly consider how new technology will work with and for your firm.
Robo-adviser jumps into college savings market
FutureAdvisor starts offering free online access to 529 plans, Coverdell Educational Savings Accounts, UTMAs and UGMAs, with hope that consumers will sign on to advice platform.
Consumer website that offers background checks irks advisers
A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.
Pershing taps Marstone partnership to debut first adviser-focused robo
The platform, which can be white-labeled for advisers, powers risk profiling, account opening and digital advice, and allows advisers to input their own portfolio models.
Automating better compliance to meet new SEC requirements
Here's how to meet the regulator's cybersecurity demands to protect your client's data
Advisers drop the ball, don’t prepare for ‘Mobilegeddon’
Google is switching its algorithm to favor mobile-friendly websites for mobile searches, and that's going to leave many advisers hidden far down in search results.
Backing up data in the cloud essential to advisers’ disaster-recovery planning
Web-based programs are designed to ensure data security and remote access when emergencies happen.
Prepare your practice for the post-robo world
As robo-based services become more acceptable to clients of all ages, advisers will have to work differently.
Don’t miss opportunities by thinking of tech as expense vs. investment
When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.
Vanguard plans to offer digital marketing tool for advisers
Largest mutual fund manager hopes that the tool will enhance relationships for and with advisers.
Client expectations: More tech, lower fees
Salesforce research shows advisers may need to restructure their businesses — or watch clients turn away.
On cybersecurity, industry and regulators are in it together
No financial adviser can afford the reputational damage or loss of client confidence that can result from a serious cybersecurity failure. And no investor deserves to have his or her private data compromised.
Vanguard officially launches its robo adviser, drops minimum investment to $50,000
After more than two years in pilot and gathering $17B in assets, Personal Advisor Services is ready to take on the expanding field of online advice platforms.
A 3-phase approach to making social media work for you
Diving into social media without the right strategy could do you more harm than good.
Creating new position, LPL hires a chief technology officer
McGraw-Hill's David Wright named to the new role
Schwab considers expanding RIA custody model outside U.S.
CEO Bettinger also defends robo-advisers, although he acknowledges they haven't been tested by a bear market
