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Robo-advisers increasingly represent a useful ally for human advisers

July 21, 2016

We are witnessing the beginning of a fusion between financial advisers and technology, which are coming together to be more competitive and offer holistic solutions to a broader range of clients. This robo-advising or digital advisory is not...

MoneyGuidePro creator releases DOL fiduciary-focused software

July 21, 2016

PIEtech, the creator of financial planning software MoneyGuidePro, has built a tool to see how well clients' portfolios are aligned with their best interests, including retirement goals and concerns, insurance needs, and health-care costs. With...

Women-focused robo-adviser SheCapital shuts down

July 19, 2016

Women-focused robo-adviser SheCapital has shut down about a year after it launched, a sign that it takes more than building a niche platform for investors to join. Founder Tina Powell, also the director of business management at Beacon Wealth...

Pokemon Go demonstrates a growing trend, even for financial advisers

July 18, 2016

When it comes to clients and their assets, financial advisers just want to "catch them all." Though Pokemon Go, the new smartphone app game where users walk around finding cartoon characters from a popular 90's franchise seems far removed from...

Vanare's Lex Sokolin to join London-based research firm

July 15, 2016

Lex Sokolin, partner and chief operating officer of Vanare, a wealth management technology vendor with institutional robo-adviser NestEgg, is stepping down from his post to join a London-based independent research firm, he confirmed. In his...

Encrypting emails, files for clients is crucial, but not always followed

July 14, 2016

Encrypting emails and shared files is one of the best bets for securing clients' sensitive information, yet not all advisers are taking the initiative. Regulators require advisory firms to securely manage their clients' information, though not...

Personal Capital available to 200 community banks through Alliance Partners

July 12, 2016

Personal Capital, the hybrid online wealth manager with $2.5 billion in assets, will offer its services to more than 200 community banks through a new partnership with Alliance Partners, the company announced on Tuesday. Alliance Partners manages...

Legg Mason acquires 82% stake in robo-adviser Financial Guard

July 7, 2016

Legg Mason, an asset manager with $718 billion under management, acquired an 82% equity interest in a robo-adviser called Financial Guard. The firm plans to offer the digital advice platform, which will fall under the company's alternative distribution...

Why financial advisers should focus on readiness before growth

June 30, 2016

It seems that the goal of every advisory firm is growth. Whether the objective is greater AUM or more revenue, growth is the most sought-after attribute. Yet, is it right to focus on growth before readiness? Growth can come through passive or...

TIAA acquires business-to-business robo-adviser MyVest

June 30, 2016

TIAA, a financial services firm focused on the educational sector, has acquired business-to-business robo-adviser MyVest. The purchase is aimed at helping TIAA, which has $861 billion in assets under management, to reach clients who prefer to...

Betterment's move to halt trading following Brexit vote sparks controversy

June 28, 2016

Betterment, the leading independent robo-adviser, pulled a Wizard of Oz moment on Friday when it decided to delay trading for two and a half hours to protect investors from market volatility following the shocking Brexit vote. The suspension,...

Betterment, Wealthfront among fintech leaders at White House tech summit

June 20, 2016

Financial technology executives, including top brass at Betterment, Wealthfront and Paypal, met with government agencies during a private fintech summit at the White House earlier this month. The White House wanted to tap into the minds and...

Vanguard CEO Bill McNabb tells advisers to embrace robos or fall behind

June 16, 2016

The Vanguard Group has a message for financial advisers: Stop resisting the robo-advice movement and instead, run toward it with gusto. Speaking Wednesday in Chicago at the Morningstar conference, Vanguard chief executive William McNabb said...

Beating robo-advisers at their own game

June 15, 2016

I'm attending the Morningstar Investment Conference in Chicago, beginning with a panel titled "Adviser technology: incorporating the latest tools into your practice." Moderated by technology expert Joel Bruckenstein, panelists James Dowd of...

Former FDIC chairwoman Sheila Bair joins retirement robo's advisory board

June 14, 2016

Sheila Bair, former FDIC chair under President Barack Obama and former President George W. Bush, has joined retirement robo-adviser Blooom as its first advisory board member. Blooom, which has $300 million in assets under management, hopes to...

The debate of free versus fee for robo-advisers

June 9, 2016

The impact robo-advisers are having on investment advice is not up for debate, but their worth is. Online brokerage company ETrade announced earlier this week it was coming out with its own service, Adaptive Portfolio, that offers a hybrid of...

Digital advice is poised to become the apple of asset managers' eyes

June 2, 2016

The Department of Labor's fiduciary rule is going to force asset managers to turn to digital advice, by buying or partnering with a robo-adviser or finding ways to get on the investment product line-up. Because the fiduciary rule forces financial...

American Funds' platform puts target-date funds under a microscope

June 1, 2016

American Funds is offering financial advisers a tool for evaluating target-date funds that adheres to the guidance from the Department of Labor. The Target Date ProView platform uses Morningstar data to evaluate all 57 target-date fund series....

Don't fear the robo: Some millennials like working with human financial advisers

May 27, 2016

New research suggests that some tech-crazy millennial investors are moving beyond the robos to work closely with human financial advisers. Phoenix Marketing International calls them Active Wealth Millennials, a group with a minimum $100,000...

3 apps to help advisers stay on task while traveling

May 26, 2016

As a road warrior, I use a lot of technology. For convenience, there's nothing better than my iPhone and iPad. (I also have my laptop in case I need it.) The fact that they're lightweight, instant-starting and multifunctional make these my most-used...

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