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'Don't fight the Fed' was never more true

September 9, 2014

Need proof that the age-old adage 'don't fight the Fed' works? You missed $1 trillion return agreeing with Fed naysayers Alibaba mania is in full swing. All you need to know At long last, it's here. Big day for Apple and CEO Tim Cook Plus: Amazon's...

Traditional advisory firm hammers out deal with robo-adviser

August 1, 2014

As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry. Redhawk Wealth Advisors,...

Betterment for advisers on its way as firm adds trust, tax-loss harvesting products

June 20, 2014

As online investment manager Betterment gears up to introduce an institutional-level platform designed for financial advisers by early 2015, it launched trust and tax-loss-harvesting products for retail customers. Betterment Institutional, the...

Morningstar-HelloWallet deal ups the ante for financial wellness services

June 2, 2014

Morningstar Inc.'s acquisition of HelloWallet Holdings Inc. is expected to push other 401(k) service providers to step up their game with respect to participants' financial wellness. Last Thursday, investment research giant Morningstar announced...

Vanguard digital advice platform gives investors choice on active vs. passive

April 3, 2015

Like many robo-advisers gaining steam, Vanguard's Personal Advisor Services platform — scheduled to launch by this summer — is built largely around portfolios that track market indexes. But in a move that may give maligned active managers...

Vanguard plans to offer digital marketing tool for advisers

July 7, 2015

The Vanguard Group Inc., which became the world's largest mutual fund company after an ongoing marketing campaign to woo financial advisers, will launch a service this month to help those professionals to communicate their own value to clients...

Automated advisers attract much smaller clients than humans: Morningstar

June 25, 2015

Robo-advisers may not be able to compete with humans after all — at least when it comes to attracting clients with a greater amount of investible assets. Largely automated online financial advice platforms are able to bring in clients with...

Vanguard may expand fast-growing virtual investing service to advisers

February 25, 2015

As Vanguard Group Inc.'s virtual investing platform grows exponentially, the firm is considering offering a version of it to financial advisers, an executive at the firm told InvestmentNews. Assets in Vanguard's Personal Advisor Services increased...

5 steps to incorporating a robo into your firm

February 3, 2015

It's time for financial advisers to start figuring out how to integrate an online advice solution into their businesses because clients will increasingly expect financial services to be delivered this way. Some early adopters of online adviser...

Survey shows social media use growing among advisers

December 11, 2014

Advisers are latching on to social media giants such as LinkedIn and Facebook to increase their business, and it's paying off. Putnam Investments' latest survey of how advisers are using social media found that those who have acquired clients...

Are online investors actually panicking at the sight of market volatility?

October 21, 2014

Investors were given a dose of adrenaline last week, as global economic fears and the Ebola outbreak created erratic swings in stock prices. But investors may not in fact be panicking, at least from what we can see from the behavior on our own...

Wealthfront has 'best shot' to remain leading digital disruptor: Forrester

September 17, 2014

Low fees, fast asset growth, word-of-mouth marketing and a strict focus on Millennial investors have made Wealthfront the fastest-growing digital investment platform, according to a new Forrester Research Inc. report published this week. “Having...

Why I left a traditional RIA for a robo-adviser

May 30, 2014

Before I moved to FutureAdvisor, I was working for a registered investment adviser with $50 billion in assets under management, expanding their high-net-worth business globally. I received rigorous training, mentorship and great opportunities...

Wealthfront, Edelman clash on robo-advisers

January 27, 2015

The old guard of wealth management clashed with the new in Hollywood, Fla., on Tuesday, as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with the top executive at Wealthfront Inc. Mr. Edelman confronted...

The DOL fiduciary rule will forever change financial advice, and the industry has to adapt

May 9, 2016

Americans won hard-fought protections regarding the purity of their retirement advice last month. Now it's up to the nation's financial advisers to decide whether they'll meet the letter — and spirit — of the historic investor protection...

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