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Don't pay to be No. 1 on Google. Follow these steps to climb search result ranks

June 13, 2014

Many financial professionals have been misled when it comes to being found on Google. High cost search engine optimization strategies just aren't paying off. Financial firms that have artificially worked their way up to Page 1 of Google search...

Wealthfront CEO sees his robo-adviser as the next Schwab

June 13, 2014

Robo-adviser Wealthfront has proudly vaunted its recent crossing of the $1 billion mark in assets under management, but it remains to be seen whether the startup will achieve its goal of becoming a Charles Schwab-like investment firm for Millennials....

FSI gives revised Finra BrokerCheck link rule the thumbs down

June 12, 2014

An interest group representing independent broker-dealers continues to object to a proposal by Finra — despite the regulator's modifications to the measure — that would require links to a broker database on firms' websites and online communications....

Why Ron Carson is afraid of robo-advisers

June 12, 2014

“This is a friggin hard business to be in,” Ron Carson told other financial advisers Wednesday. And online portfolio managers, often pejoratively called robo-advisers, are making it no easier. That's the view of Mr. Carson, founder of Omaha,...

Internet phone: Time to jump on the bandwagon?

June 10, 2014

After spending four weeks in France relying on a voice over internet protocol (VoIP) phone, I was impressed with how well it worked. But I’ve been using it in my office for some time. In my opinion, VoIP is the right solution for “regular”...

Don't be afraid of the robo-adviser – it might actually help you grow

June 9, 2014

It seems as though people have always been fearful of technology. In the 1980s, an Austrian bodybuilder with debatable acting skills became entrenched as an international icon portraying the end result of human engineering gone wrong. This genre-defining...

Digitally disconnect? Advisers can’t find the time

June 6, 2014

Spending too much time digitally connected to the office makes it challenging to relax and recharge, yet the desire to be responsive to clients typically outweighs any of those concerns for financial advisers. “It’s a weird time in our lives...

Pershing expands managed account platform, boosts alts information

June 4, 2014

Pershing Wednesday announced updates to its alternative-investment resources and managed-account platforms for advisers. Pershing's managed account platform — among the industry's largest — will now be available even to broker-dealers who...

Massachusetts, Illinois surveying RIAs about cybersecurity

June 4, 2014

Securities regulators in Massachusetts and Illinois are surveying state-registered investment advisers to determine their cybersecurity readiness. “We're most concerned about the privacy and protection of financial information that the brokers...

Pershing updates technology platforms – all at once

June 4, 2014

With over 2,300 attendees, Pershing's Insite 2014 started with a noticeable buzz today when the company revealed multiple technology enhancements to their NetX360 platforms. “Simplification, personalization, customization and collaboration...

LPL upgrades retirement planning platform

June 3, 2014

LPL Financial this summer expects to take the wraps off upgrades to its newly launched online retirement planning platform, Worksite Financial Solutions, that will enable participants to access plan information through mobile devices. The company...

How technology affects your firm's value

June 3, 2014

How much is your firm worth? For advisory firms considering a merger or acquisition, the answer to that question plays a large role in how advisers plan for the future of their businesses. One element that's often overlooked during M&A negotiations...

The power of incorporating social media into event planning

June 3, 2014

If you're using social media in your business, don't overlook the power of incorporating it into event planning and management. Using a structured social backchannel allows for real-time participation and engagement, not to mention encouraging...

Morningstar-HelloWallet deal ups the ante for financial wellness services

June 2, 2014

Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...

Online advisers target the best and brightest new hires

May 30, 2014

When online investment manager FutureAdvisor announced earlier this month it had raised $15.5 million in venture capital from Canvas Venture Fund, the startup said a large portion of that money would go toward new hires. And they aren't the...

Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

Morningstar in $52.5 million deal for online financial service HelloWallet

May 30, 2014

Morningstar Inc. announced Thursday it will acquire online financial wellness provider HelloWallet Holdings Inc. in a $52.5 million deal. Despite the price tag, the transaction will cost Morningstar $39 million because the independent investment...

Advisers' next evolution: Pairing with online platforms

May 30, 2014

Resigned to the fact that so-called “robo-advisers” are here to stay, many advisory firm executives are considering ways to partner with these firms or to incorporate the digital advice model into their own offerings. About 31% of registered...

Working remotely experiment over: Back home in San Diego

May 28, 2014

I arrived home from France the other night. It was a long day — literally — since I chased the sun all the way! Although I am very jet lagged, I’ve had time to evaluate the experiment. Was it really possible to work remotely for a month?...

How to avoid becoming extinct as technology disrupts wealth management

May 25, 2014

Historically, technology in the wealth management industry has been limited to offering investors online access to account balances, and perhaps to a client portal where they can obtain performance reports or read market commentary from an adviser....

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