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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...

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 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...

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...

Robo-advice goes bilingual

February 15, 2017

In launching its mobile-first platform, New York-based robo-adviser Finhabits decided to add something else that may be new in mobile advice: Spanish. Finhabits contends that its new platform is the first bilingual automated service for IRAs...

Getting a handle on robo-advisers' returns

February 5, 2017

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out. A recent analysis by Condor Capital Management attempted to provide an early peek at winners and losers....

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...

Alleviating financial advisers' pain with account openings

August 18, 2016

Account opening can be a time-consuming obstacle for advisers, but software companies are attempting to ease the pain. What takes only a few minutes for robo-advisers to do could take hours, and a lot of paperwork, for financial professionals...

What technology lessons advisers can learn from Delta Air Lines' system breakdown

August 9, 2016

If financial advisers want to avoid being grounded before takeoff, there are valuable lessons from the unexpected technology breakdown that struck Delta Air Lines this week. Thousands of flights were canceled or delayed Monday and Tuesday after...

LPL's new robo-platform via BlackRock's FutureAdvisor tests waters with $5,000 account minimum

August 3, 2016

Independent broker-dealer LPL Financial has set its robo-adviser account minimum to $5,000, standard fare in a market that may soon see low or even zero-account minimums. Earlier this year, LPL announced it was using BlackRock's FutureAdvisor...

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...

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...

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...

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...

Investopedia to boost networking services on its Advisor Insights website, CEO says

April 4, 2016

Investopedia plans to build out its networking services this year for its new Advisor Insights website, where advisers answer investor questions, to include more marketing tools for advisers, said David Siegel, chief executive of Investopedia....

Massachusetts regulator Galvin questions robos' ability to act as state-registered investment advisers

April 1, 2016

Many robo-advisers consider themselves fiduciaries, based on their registration under the Investment Act of 1940. But Massachusetts' securities regulator William Galvin is questioning the authenticity of such claims. Mr. Galvin, the secretary...

Wealthfront, Vanguard tap data aggregation to increase assets, improve financial planning for clients

April 1, 2016

In a matter of a month, three robo-advisers have added data aggregation to their arsenal, saying it helps provide a full financial picture and better financial advice for clients. Betterment, Vanguard Personal Advisor Services and, as of Thursday,...

Morningstar acquires RightPond, data analytics provider on defined contribution and defined benefit plans

March 31, 2016

Morningstar has acquired RequiSight, also known as RightPond, a provider of data on defined contribution and defined benefit data, it announced in a press release. Using RightPond, advisers and investors will see how money in retirement plans...

Folio teams with record-keeping firm KTRADE ahead of DOL fiduciary rule

March 30, 2016

Folio Institutional, a robo-adviser for financial advisers, has partnered with KTRADE, a record-keeping firm that focuses on RIAs, to offer plan sponsors and advisers a way to manage conflicts of interest and defined contribution plan costs....

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