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Look out for these robos in 2016

November 11, 2015

If the word robo wasn't thrown around enough already, just wait until 2016. This year has been a whirlwind for automated investment technology, a growing trend for any firm aiming to expand its business. Custodians, independent broker-dealers...

What happens if banks make it harder to obtain client data?

November 6, 2015

As advisers begin to collect personal financial data in an automated fashion, some banks may want to stop playing along. J.P. Morgan Chase & Co. and Wells Fargo & Co. might begin to restrict their data to personal finance platforms and data...

Betterment hits $3 billion AUM, blows past start-up competition

November 5, 2015

Betterment has officially passed the $3 billion mark in assets under management, more than tripling its size from this time last year. Jon Stein, chief executive of Betterment, said it's all because consumers are starting to realize the power...

2,500% asset growth projected for robo-advice platforms

November 4, 2015

Robo-advice platforms are expected to reach $489 billion in assets under management by 2020, an eye-catching 2,500% increase from the $18.7 billion in AUM today, and that surge will be led by the major retail firms. “The growth will be primarily...

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...

Study calls out State Street and Invesco to join the robo-game

October 28, 2015

As more and more firms latch on to a robo-adviser, one study says two more big players could be next: State Street and Invesco. Silver Lane Advisors, a merger and acquisition consultancy firm to the financial services industry, released a robo-adviser...

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...

Schwab Intelligent Portfolios up 37% in third quarter

October 15, 2015

Charles Schwab & Co. Intelligent Portfolios and Institutional Intelligent Portfolios, the custodian's robo-platforms, grew 37% in the third quarter, according to the company's earnings report Thursday. The two, which are combined under the label...

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...

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...

Big-name advisers jump into data aggregation arena to back Quovo

September 1, 2015

Some of the wealth management industry's biggest entrepreneurs have put their faith — and their money — behind Quovo, a data-analytics and account-aggregation platform. Fintech Collective led the data company's latest funding round of $4.75...

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...

How you can stand out and succeed in the digital age

August 20, 2015

Chances are, robo-advisers haven't run you out of business yet. You may not have even seen a reduction of clients, though you may be answering tough questions from investors who are more well-informed than in the past and have spent time researching...

Betterment catches up to Wealthfront in AUM as robo competition reaches boiling point

July 30, 2015

Robo-adviser Betterment has caught up to long-time competitor Wealthfront in assets under management. The New York-based automated investment service Betterment recently surpassed 120,000 client accounts and its AUM just hit $2.52 billion-plus,...

LPL Financial plans to launch robo-adviser in next two months

July 27, 2015

LPL Financial is wading gingerly into the burgeoning automated investment management business, commonly dubbed the robo-adviser. Dan Arnold, LPL's president, said the firm was launching a robo-adviser pilot program over the next two months and...

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...

BattleBots: Big firms run past startups in the robo race

July 17, 2015

If attaining the most assets under management is the name of the game, then start-ups in the robo-adviser space are not winning. In Charles Schwab & Co.'s recently released second-quarter results, the company states that its own robo-advisory...

Cetera taps Broadridge for adviser-focused mobile app

July 6, 2015

Cetera Financial Institutions will white-label Broadridge Financial Solutions' recently launched mobile app geared toward enabling easy access to client data from anywhere in the world. On the platform, advisers will be able to view their clients'...

Are robos making clients think that 1% fee is steep?

June 26, 2015

When it comes to fees, the sweet spot for advisers tends to be 1%. However, as low-cost automated investment services proliferate, many investors don't agree. A Greenwald & Associates and GDC Research study that surveyed 1,000 investors found...

It's Vanguard vs. Fidelity in the robo-advice game

June 19, 2015

Barraged by investment firms eager to manage their life savings, many Americans are making their choice — for nobody. They're shrugging off investment advisers altogether in the hunt for lower costs. So fund giants Vanguard Group and Fidelity...

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