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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...

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...

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...

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...

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...

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....

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...

What's really behind the leadership change at Wealthfront

November 1, 2016

Wealthfront's growth being surpassed by its competition may have led the robo-adviser to cut chief executive Adam Nash from daily management of the company, outside fintech experts said. The digital advice platform announced Monday that venture...

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...

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...

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...

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...

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...

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...

Fidelity officially launches retail robo-adviser

July 27, 2016

Boston-based fund company Fidelity Investments on Wednesday officially launched its retail robo-adviser, Fidelity Go, after months of testing it out with about 1,000 users. Investors will have access to an automated platform that includes construction...

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