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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...

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...

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...

Boston-based Cambridge Savings Bank partners with robo-adviser SigFig

April 11, 2016

Boston-based Cambridge Savings Bank is partnering with San Francisco-based robo-adviser SigFig to offer clients an investment management tool, called Connect Invest, alongside their bank products. Clients will be able to open, fund and manage...

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...

Ally Financial acquires robo-adviser TradeKing for $275 million

April 5, 2016

Ally Financial, an online financial services firm for automotive financing, banking and insurance, has acquired TradeKing Group, a brokerage and direct-to-consumer robo-adviser, for approximately $275 million, the company announced on Tuesday....

Betterment funding jumps $100 million, boosting valuation to $700 million

March 29, 2016

Betterment, the online investment platform with $3.9 billion in assets under management, intends to use its latest funding round of $100 million to expand its current offerings and provide clients and advisers' clients with their full financial...

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...

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...

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...

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...

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....

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...

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