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Exclusive: Robo-adviser Marstone has partnered with IBM Watson to deliver cognitive computing-powered advice

March 21, 2016

Marstone, an adviser-facing robo-adviser, is partnering with IBM Watson to offer digital advice supported by cognitive computing. The New York-based robo, which currently offers a business-to-business automated investment platform through Pershing,...

Why financial advisers want to become online rock stars on Investopedia and NerdWallet

March 16, 2016

Investopedia this week rolled out a new platform for financial advisers called Advisor Insights, which vets financial professionals before letting them answer general questions on topics such as retirement, college savings and portfolio construction....

Betterment incorporates external accounts onto its client and adviser platform

March 9, 2016

Betterment, the automated investing service, is now allowing users to integrate external financial accounts on its dashboard to provide consumers with a clearer snapshot of one's wealth. The upgrade will allow clients to link bank accounts,...

Pershing expands its digital advice with NextCapital partnership

February 23, 2016

Pershing LLC has partnered with NextCapital, an adviser-facing robo platform, to be its first custodian. This time, however, the robo has chosen Pershing as the custodian in what Rob Foregger, co-founder of NextCapital, said is the company's...

SEC redesigns adviser website to help investors research brokers

February 2, 2016

The Securities and Exchange Commission is helping investors do their due diligence on advisers with the rollout of a redesigned public disclosure website that features easier background checks via smartphones and other devices. The most prominent...

Morgan Stanley hires Charles Schwab robo executive

January 27, 2016

Naureen Hassan, who previously oversaw Charles Schwab & Co.'s retail robo-adviser platform, has been hired as chief digital officer for wealth management at Morgan Stanley, the firm announced on Wednesday. In her new role, she will lead the...

Bank teams up with FutureAdvisor to offer clients investment platform

January 12, 2016

Startups, custodians and broker-dealers have a new player in the robo movement — banks. BBVA Compass, a bank with 672 branches across the United States, announced it is partnering with online investment platform FutureAdvisor to offer the...

Technology for the holidays

December 9, 2015

It's holiday time again and we are faced with the annual question: What should we do for clients? There are really only a few options: • Send cards • Send gifts • Make donations • A combination of the above Sending cards by “snail...

Advisers are texting, but are they compliant?

December 7, 2015

Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way...

Edward Jones, Blueleaf bet on texting via new pilot programs

November 30, 2015

Companies are betting on texting as the next wave of popular communication for advisers and their clients, waving off compliance fears for the potential to reach a younger base of clients. Edward Jones Investments will start a program to encourage...

Here's the price advisers pay for ignoring boring email archives

November 19, 2015

Email and electronic records archiving seems dull, but better record-keeping habits could save many firms a pretty penny. Regulators already have reprimanded firms about archiving emails, but social media posts and other electronic records are...

WiseBanyan, the free retail robo-adviser, adds first paid service

November 17, 2015

WiseBanyan, which markets itself as the first free robo-adviser, has announced it will begin charging clients a fee for a new tax-loss harvesting service. Called WiseHarvesting, the new paid service is just the first in the pipeline of more...

Schwab plans to expand its robo-adviser beyond just ETFs

November 11, 2015

Charles Schwab & Co.'s robo platform may move beyond just offering exchange-traded funds to a more complete investment menu, according to the company's top executive. President and chief executive Walt Bettinger said the San Francisco-based...

Financial Engines' acquisition of The Mutual Fund Store a turning point in robo debate

November 6, 2015

If ever there were doubt of the need for the human element when it comes to robo-advisers, there isn't any more. Financial Engines, which some call the original robo-adviser, is paying $560 million in cash and stock to acquire The Mutual Fund...

Google's automatic email reply: Time saver or out-of-office replicator?

November 5, 2015

Too busy or tired to answer your emails? If you have a Gmail account, Google will do it for you. The new functionality, Smart Reply, will be available this week as part of its "Inbox" app on Google Play and the App Store. So what, exactly, is...

Raymond James won't launch robo-adviser to compete with independents

October 20, 2015

As the financial services industry jockeys for position in the fast-evolving world of robo-advice, Raymond James has put a stake in the ground, saying that it will not launch a robo-platform that competes with its affiliated financial advisers....

Robo says investors want a human touch in retirement accounts

October 13, 2015

It turns out, people just want to talk to other people when it comes to their 401(k) accounts. A Financial Engines survey released on Tuesday found that of the 1,000 401(k) participants, 54% said they do not work with a financial adviser —...

Market volatility fails to dent investors' attraction to robo-advisers

October 8, 2015

The summertime spike in market volatility failed to dent investors' willingness to invest — or invest more of — their assets with robo-advisers. Automated investment platforms saw a 57% increase in assets under management between December...

Risk-focused robo comes out with a consumer version

October 5, 2015

There's another robo-adviser in the market, but this one is the result of what its chief executive says the other platforms aren't doing: protecting clients against severe market downturns. Huygens Capital Monday launched a direct-to-consumer...

Winklevoss twins call on advisers to get on bitcoin bandwagon but they're not budging

October 5, 2015

Advisers aren't buying what the Winklevoss brothers, known for their initial role in the rise of Facebook, consider the next big thing for financial services. Cameron and Tyler Winklevoss' new bitcoin exchange platform, Gemini, will officially...

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