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Betterment revamping adviser-facing dashboard

November 15, 2018

Betterment for Advisors has a new version of its adviser-facing dashboard that revamps the look and feel of the platform and gives advisers information to engage with clients. The new dashboard went live on Thursday for registered investment...

The Value of a Client Advisory Board

October 1, 2018

Just about every business these days asks for feedback. The car dealership sends an online survey after a service check; the restaurant leaves a comment card with the bill; the doctor's office mails a feedback form after an office visit . ....

Learn the Basics of Financial Education Services

October 1, 2018

A recent New York Times article revealed that most U.S. states are not effectively teaching high school students about personal finance. In fact, only 5 states earned an A grade for their financial literacy efforts, while 27 states received...

Regulatory scrutiny may put firms without adviser text messaging policies at risk

February 24, 2017

Last December, State Farm became the most recent company to settle a multimillion-dollar class action lawsuit alleging violations of the Federal Communications Commission's (FCC) Telephone Consumer Protection Act (TCPA). This follows a massive...

Retail brokers benefitted from the first quarter's volatility

April 20, 2018

Retail brokerages ETrade Financial Corp. and Charles Schwab Corp. welcomed the return of volatility. The jump in the VIX from single digits to an average reading of 17.4 for the first quarter may have worried their clients, but the brokers saw...

How to meet robo-advisers head on

June 23, 2015

Let's face it: robo-adviser technology is here to stay. As full-service financial advisers, we will have to ramp up our communication strategies and combine them with first-class services and distinctive products to ensure that we will not only...

It takes an ecosystem to ward off cyberattacks and protect client information

June 18, 2015

In the technology industry, one metaphor that comes up repeatedly is the idea of the ecosystem — the notion that no technology firm or solution exists in a vacuum, but that they are all connected, benefiting from the experience, innovation...

Question for advisers: Why did Verizon buy dial-up dinosaur AOL?

May 15, 2015

Advisers can learn a thing or two from Verizon Inc., which last week said it would spend $4.4 billion to acquire AOL. It seems strange, given that AOL is known for its archaic dial-up system and the scratchy tone that comes with it, but Verizon...

Robo-adviser frenzy: Apocalypse or rerun?

March 16, 2015

In the independent financial advice industry, as in many other sectors, the rise of new technologies often leads to fevered discussions that the “old models” of doing business are about to become obsolete. With the rapid proliferation of...

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...

Use surveys to build stronger client relationships

June 16, 2014

According to a recent Dimensional Fund Advisors study, advisers who conduct a client survey lost 15% fewer clients and received 20% more referrals (than those who haven't). Would you believe that I read this piece of information just after I...

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?...

Is Fidelity's plan to ditch relationship with Betterment and build its own robo too little, too late?

November 20, 2015

Fidelity Investments' plan to sever its relationship with robo-adviser Betterment Institutional in favor of building an automated investment platform on its own has some observers wondering if the mutual fund giant's strategy is too little,...

Why a big market decline won't kill the robo

September 1, 2015

After four years of remarkably calm markets, we are finally experiencing meaningful turbulence. In that period of relative calm, robo-advisers blossomed from an interesting idea into a potential threat to the status quo for advisers. One of...

Surviving change at warp speed

June 4, 2015

"The speed of disruption will be brutal. Probably 40% of global enterprises won't exist 10 years from now. Probably half the major players in high tech won't exist in a meaningful way in 10 years." — John Chambers, CEO of Cisco, on CNBC Mr....

By moving sales materials to the cloud, advisers stay nimble and compliant

May 14, 2015

Nearly every one of the roughly 300,000 financial advisers in the U.S. across all channels is out every day, making presentations and meeting with clients and prospects. The meetings involve materials, and clients expect those materials to contain...

On cybersecurity, industry and regulators are in it together

May 13, 2015

As more and more of investors' financial lives migrates online, data security has become top-of-mind for independent financial services firms, independent advisers, regulators and legislators alike. Significant data breaches — relatively rare...

This app really gets you around

July 30, 2014

With apologies to taxi drivers, I love Uber. How wonderful it is to be able to summon a nice car with a well-dressed driver in a matter of minutes at a cost not much higher than a taxi. For those of you who use Uber, you already know the ropes....

7 ways for advisers to help shield clients from Equifax data hack

September 12, 2017

The Equifax security breach, made public last week, leaves 143 million consumers vulnerable to identify theft and credit fraud. But there are some ways advisers can help protect clients from the current and future threats.

Betterment funding values firm at $800 million

July 24, 2017

Online financial adviser Betterment has secured $70 million in new funding, boosting its valuation and giving it more clout to compete with rivals in an intensifying market. The new capital, raised from existing investors, values the New York-based...

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