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Watch for this new cybersecurity scam, IRS warns

January 13, 2017

The Internal Revenue Service is warning tax professionals to beware of emails ostensibly penned by prospects — and advisers should heed the same guidance. A new phishing scheme is making the rounds where cybercriminals pose as an individual...

Banks' collaborations with technology firms will benefit financial advisers

October 11, 2016

A recent CB Insights study highlighted some interesting numbers about the “fintech boom” that industry experts and journalists have been discussing over the past year or so. CBI found that a large source of fintech growth has come from banks...

Tech-tardy advisers, prepare for a late-adopter penalty

September 27, 2016

Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said. “As an industry we are late adopters of technology because...

Reviewing two apps that make it easier for advisers to work remotely

March 9, 2016

I'm often on the road and usually do some work in the evenings. That means I do a lot of work outside of the office. Yet, as busy as I am, I have to admit that I'm kind of lazy and impatient. I don't like lugging out my laptop, waiting for it...

LPL hires ex-Wells Fargo CTO for newly created tech position

August 18, 2015

LPL Financial is furthering its mission to revamp its technology infrastructure and related processes, announcing on Tuesday that it has created a new high-ranking position — and recruited a former C-level wirehouse executive to fill it. Anthony...

Even low-tech tools can trip up advisers going independent

October 24, 2016

One benefit — or detriment, depending on your outlook — of working for a large firm is that your technology platform is mostly prescribed to you. The firm tells you what you will use or provides a very short list of approved providers. When...

From robo to artificial intelligence to help clients

December 8, 2014

UBS Group AG, facing the threat of competition from Google Inc. and Amazon.com Inc., has turned to a Singapore-based technology company that uses artificial intelligence for help delivering personalized advice to the bank's wealthy clients....

Apple's big lesson for advisers

September 10, 2014

Unless you live under a rock, you know that tech giant Apple Inc. made a big announcement Tuesday. As usual, the world freaks out, the company's stock goes up (and then down again), and bunches of people run to preorder and purchase the new...

Some unlikely funds “overweight” Apple

September 8, 2014

You may not be the type of person who stands in line to get your hands on the first edition of every new Apple product. But if you're an investor in mutual funds or ETFs, your returns might depend on the excitement and dedication of those consumers....

Weighing the pros, cons and costs of virtual desktops

August 7, 2014

Buttonwood Financial Advisors is a registered investment adviser with three employees, $61 million in assets under management, 105 clients and little interest in hiring an information technology staff dedicated to supporting the firm's increasingly...

Wearable devices edge into the adviser space

July 17, 2014

Wearables are getting the buzz in the technology market lately, so it makes sense that a Silicon Valley-based online investment platform should be one of the first firms in the advisory world to integrate its mobile application on wearable tech...

7 ways to correct advisers' biggest technology and compliance blunders

May 15, 2014

Using technology that is up-to-date and compliant should be a top priority for financial advisers, but well-intended mistakes still happen. Here, experts weigh in on the blunders they most often see advisers make and how to correct them. Store...

What it takes to really have a digital advisory firm

March 7, 2016

There are multiple forces of change disrupting the advice industry today. Emerging affluent investors want a more collaborative and digital experience. There's an influx of new fintech firms seemingly trying to change the industry overnight....

4 ways to successfully prepare your firm for big tech changes

December 18, 2015

It's not necessary to rehash popular quotes about change. Nor do we need dire warnings that if change doesn't happen, disaster is certain. More than ever before, we are aware of the demand for change from customers to our businesses. Moreover,...

How automation and integration can turn advisory firms into well-oiled machines

November 9, 2015

The thoughtful, personalized counsel that advisers bring to their clients can never be replicated by an algorithm or robo-adviser &mdash: but at the same time, the benefits that technology-enabled workflow automation provides for independent...

Adviser technology is about more than dollars

February 15, 2015

How do you view technology? Is it one of those things you know you need to run your business, but you fight tooth and nail because it doesn't come naturally? Because it takes a lot of time to learn to use and maximize? In other words, a lot...

LPL advisers' commissions land in their bank accounts one day late

January 16, 2015

LPL Financial failed to pay commissions to a large portion of its 14,000 registered reps and advisers on Thursday due to an error in sending money directly into their bank accounts. “We have identified an operational processing issue that...

Morgan Stanley fires broker for stealing thousands of clients' data

January 5, 2015

Morgan Stanley on Monday said it had fired a broker in its wealth management group who had stolen client data and posted some of it online. The theft affected up to 10% — 350,000 — of the firm's 3.5 million wirehouse clients, said company...

When technology or outsourcing can help, and when it can't

December 11, 2014

Outsourcing to investment advisers can mean anything from transferring responsibility for the entire process of client service to using outside services to handle only specific areas, such as investment strategy, back-office functions or portfolio...

What top firms do differently with adviser technology

November 20, 2014

Today we launch the InvestmentNews 2015 Adviser Technology Study survey. Join the conversation and take the survey now. We do a lot of research here at InvestmentNews around practice management, from taking the pulse of advisory firms' financial...

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