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LinkedIn ProFinder links financial advisers with prospective clients

March 28, 2016

LinkedIn is piloting a new feature to help its users find professionals — including wealth managers and Certified Financial Planners. With this tool, LinkedIn will match its members with freelance professionals when a request is filed, to...

Data aggregators unaffected by Intuit's plan to close its Financial Data API service

March 25, 2016

Intuit, the data aggregator that powers apps like Mint and QuickBooks, announced earlier this week it will shut down its Financial Data APIs. Firms and advisers will still get data feeds and open architecture technology from other companies...

Exclusive: Robo-adviser Marstone has partnered with IBM Watson to deliver cognitive computing-powered advice

March 21, 2016

Marstone, an adviser-facing robo-adviser, is partnering with IBM Watson to offer digital advice supported by cognitive computing. The New York-based robo, which currently offers a business-to-business automated investment platform through Pershing,...

Can robo-advisers be fiduciaries?

March 20, 2016

What does it mean to be a fiduciary? Putting the best interests of the client first through due loyalty and care, according to the Securities and Exchange Commission. Is a robo-adviser equipped to be loyal and, especially, “to care”? The...

Personal finance apps to help your clients budget and save

March 17, 2016

Apps aren’t just for games and social media — they can help mobile users stay on track with their expenses, and teach them lessons for saving. Advisers can suggest these apps to their clients to help them when they are not sitting together...

DOL fiduciary rule is spurring technology adoption and innovation: Cerulli report

March 16, 2016

The Department of Labor's fiduciary rule, which will require advisers act in their clients' best interests on retirement accounts, is pushing technology providers to innovate and financial services firms to adopt those compliant platforms, according...

Why financial advisers want to become online rock stars on Investopedia and NerdWallet

March 16, 2016

Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction....

Finra issues report on digital investment advice for financial firms and investors

March 15, 2016

Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority Inc. Finra on Tuesday released a report providing...

Robo-advisers aim to better link investments and financial planning

March 11, 2016

Goals-based investing is now a norm for many online automated investment platforms, but the real success driver will be in linking investing and financial planning in a seamless manner. As it stands, many — but not all — robo-advisers use...

Betterment incorporates external accounts onto its client and adviser platform

March 9, 2016

Betterment, the automated investing service, is now allowing users to integrate external financial accounts on its dashboard to provide consumers with a clearer snapshot of one's wealth. The upgrade will allow clients to link bank accounts,...

Salesforce debuts adviser-focused client relationship management platform

March 8, 2016

Salesforce's financial adviser-specific client relationship management platform has rolled out of beta and is now available for the general public. The CRM, called Salesforce Financial Services Cloud, is the company's entry into the wealth management...

What the Apple-FBI feud means for financial advisers and privacy rights

March 4, 2016

Apple's standoff with the FBI, which is trying to force the technology giant to provide access to a locked iPhone at the heart of the mass shooting probe in California, has prompted a discussion in the financial services industry over how far...

How to beat the robo-advisers

March 2, 2016

In my last two articles, I discussed the pros and cons of robo-advisers. As they continue to rake in more and more assets, how can advisers compete? The answer is conceptually simple and seemingly difficult to implement. Advisers must embrace...

Mind those emails: Don't fall victim to a cyberattack

March 2, 2016

For financial advisory firms, one of the biggest cybersecurity threats they face are hacked emails of clients and top managers designed to trick advisers and their staffers into transferring money or privileged data. As a result, advisers must...

How long can advisers get away with not reporting cyber breaches?

February 29, 2016

Many advisory firms are playing with fire by failing to report to regulators cybersecurity breaches, both big and small, experts say. "What we see firms are doing is really taking significant steps to avoid having to report these issues," said...

Advisory firms' dilemma: "Who owns client data?"

February 25, 2016

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With the promise of automated data analytics...

Wealthfront, staying true to robo roots, faces uphill battle in race for assets

February 24, 2016

Despite facing competitors growing at a faster clip, Wealthfront, one of the first big robo-advisers in the market, hasn't announced any plans to expand its customer base by working with financial advisers or other financial services companies....

Pershing expands its digital advice with NextCapital partnership

February 23, 2016

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform, to be its first custodian. This time, however, the robo has chosen Pershing as the custodian in what Rob Foregger, co-founder of NextCapital, said is the company's...

How advisers can protect their businesses from the onslaught of cheaper competitors

February 17, 2016

Presidential candidates Donald Trump and Bernie Sanders are unknowingly teaching us a good lesson about how to be successful financial advisers. In one corner, you have The Donald, an unfiltered, highly opinionated billionaire. In the other...

Embrace the robo-adviser disruption

February 14, 2016

It's time to stop all the fretting and hand-wringing about whether robo-advisers will put financial advisers out of business. They won't. What they will do — and, in fact, already are doing — is force all advisers to rethink their business...

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