Results for "online"

Displaying 588 results

Sort: Date | Relevance

Author:

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...

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...

What financial advisers need to consider before a website redesign

May 30, 2017

There's more than just numbers involved when clients are considering financial planning. Your website can establish your firm as a reliable, trusted source that reinforces your relationship with core clients and introduces you to prospective...

Most estate plans aren't dealing with digital assets properly

May 11, 2017

Estate planning is an unpopular topic because it often deals with the harsh realities of loss and death. Far too many people do not have an updated estate plan that meets their current needs, goals or desires. However, having a written estate...

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

February 8, 2017

Another potential giant in the digital advice space launched on Wednesday with Merrill Lynch's robo-platform opening up for clients who have at least $5,000 to invest with the Bank of America unit. Merrill Edge Guided Investing offers digital...

FTJ FundChoice introduces a robo alternative

June 21, 2017

In a move to help advisers compete with robo-platforms, FTJ FundChoice, a turnkey asset management program, has launched a digital advice service that allows clients to work online with adviser-selected investment options. The service, called...

Betterment rebrands in bid to attract advisers

September 14, 2016

Seeking to make it clear to financial advisers that it has a digital advice platform aimed squarely at them, Betterment Institutional has switched its name to Betterment for Advisors, the company announced Wednesday. “Our mission is to partner...

Firms, technology vendors mobilize on security standards

August 17, 2016

Software companies, consultants and financial institutions are mobilizing to create a cybersecurity consortium to forge higher industry standards to avoid hacking attacks. The group of about a dozen entities is discussing ways to secure the...

Betterment encourages investing excess cash with new automatic feature

July 14, 2015

A new Betterment tool goes beyond a traditional automatic deposit feature — it checks client bank account balances for discretionary funds and then invests the excess money accordingly. SmartDeposit, which launched on Tuesday, is part of the...

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...

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...

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...

SigFig raises $40 million in funding, led by Eaton Vance, asserting industry interest in robo-advisers

May 24, 2016

San Francisco-based robo-adviser SigFig raised $40 million in funding, led by Eaton Vance and contributions from institutions across the industry, the online investment firm said on Tuesday. The extra capital includes $33 million in equity financing,and...

Top robo-advisers Betterment and Wealthfront more weighted toward stocks than bonds, research says

May 23, 2016

Betterment and Wealthfront, the two leading independent robo-advisers, strongly focus their portfolios on equities and are underweight bonds, according to Convergex research. Portfolio construction for two types of profiles — a 22-year-old...

LPL partners with BlackRock's FutureAdvisor, paving way for robo-pilot program

April 13, 2016

LPL Financial announced on Wednesday it is using BlackRock's FutureAdvisor for its adviser-driven digital advice platform, paving the road for its own future robo-adviser offering. The independent broker-dealer had said last July during its...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 ... 30

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.