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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...

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...

Vanare's Lex Sokolin to join London-based research firm

July 15, 2016

Lex Sokolin, partner and chief operating officer of Vanare, a wealth management technology vendor with institutional robo-adviser NestEgg, is stepping down from his post to join a London-based independent research firm, he confirmed. In his...

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...

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,...

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...

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....

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...

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...

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...

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...

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...

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