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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...

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 —...

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...

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...

Indie B-Ds late to the robo game

October 2, 2015

Independent broker-dealers haven't seen digital advice services as important enough to offer their advisers. That may change next year, though. About 93% of the 42 independent broker-dealers surveyed in the 2015 InvestmentNews' IBD Tech Choices...

How to up your video game

October 1, 2015

Advisers can up their game by creating videos, or creating better ones. For example, when approaching video, advisers can take any number of approaches such as talking straight to the camera, including interactive graphics, sharing the screen...

Robo-advisers not the end-all in financial technology

September 29, 2015

As robo-advisers have taken the financial advice business by storm, other digital platforms not focused solely on investing are poised to disrupt the industry. Many financial industry watchers say companies that offer apps that keep track of...

Betterment's move to halt trading following Brexit vote sparks controversy

June 28, 2016

Betterment, the leading independent robo-adviser, pulled a Wizard of Oz moment on Friday when it decided to delay trading for two and a half hours to protect investors from market volatility following the shocking Brexit vote. The suspension,...

Sallie Krawcheck announces funding for launch of women-focused robo-adviser

September 28, 2015

Sallie Krawcheck, chairwoman of Pax Ellevate Management and Ellevate Network is launching a robo-adviser targeted to women, Ellevest. The automated investment platform, which is geared toward women investors, is slated to launch in early 2016....

Robo savvy may be the key to newly hired advisers' success

September 23, 2015

Newly hired advisers can slowly climb the ranks at their firms by taking advantage of white-labeled robo-advisers. By using these online investment platforms, new advisers put themselves in front of a client base their bosses and older colleagues...

SEC nails advisory firm for cybersecurity failure before data breach

September 22, 2015

An investment advisory firm has agreed to pay $75,000 to settle SEC charges that it failed to have a cybersecurity policy in place before a computer breach compromised 100,000 individuals' personal information, including records of some of the...

Betterment, Wealthfront among fintech leaders at White House tech summit

June 20, 2016

Financial technology executives, including top brass at Betterment, Wealthfront and Paypal, met with government agencies during a private fintech summit at the White House earlier this month. The White House wanted to tap into the minds and...

Advisers can demonstrate value proposition with downside protection to calm investors' volatility fears

September 8, 2015

Downside protection, a hedging strategy to reduce portfolio losses during a bear market, is gaining in popularity due to the recent spike in market volatility, and that's opened up an opportunity for advisers to prove that they are more valuable...

Microsoft's new email filter Clutter gets thumbs-down

September 2, 2015

Like most of you, I use Microsoft Outlook for mail. The recent addition of the "Clutter" tool prompted me not only to take a look at that but also to revisit the "Conversation" function — a setting that I had rejected in the past. Accordingly,...

Financial planning software startup closes its doors

September 2, 2015

Plumvo, a consumer-facing financial-planning software provider that also catered to financial advisers, announced to its users via email that it will be calling it quits Sept. 15, leaving industry participants to wonder what this means for the...

Failing to market a robo properly can mean wasting big bucks

August 31, 2015

Many industry executives have come around to the opinion that it is almost imperative for advisory firms to offer a robo-adviser to clients who are increasingly demanding more sophisticated websites and apps. An online automated investment platform...

The debate of free versus fee for robo-advisers

June 9, 2016

The impact robo-advisers are having on investment advice is not up for debate, but their worth is. Online brokerage company ETrade announced earlier this week it was coming out with its own service, Adaptive Portfolio, that offers a hybrid of...

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