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A new way for advisers to keep up to speed on clients' life events

July 2, 2015

Kivvik, a new website for enabling communication between advisers and clients that launches Monday, is looking to put a stop to advisers' calling and emailing haphazardly to get updates on clients' life-changing events. With a few clicks of...

Strategies to help advisers craft better, timelier tweets

June 30, 2015

With more financial advisers active on social media than ever before, now is the time to learn how to craft better tweets. Engaging your target audience via Twitter is not all that straightforward, after all. A recent study by BufferSocial,...

Backing up data in the cloud essential to advisers' disaster-recovery planning

June 29, 2015

Jon Ten Haagen, a financial adviser with Ten Haagen Financial Group in Huntington, N.Y., has used cloud-based programs for years, but it was the day after Memorial Day when the web-based applications ended up saving his business. A fire broke...

Most investors likely to use robo-advice: Survey

June 18, 2015

While robo-advisers have not yet caught the imagination of most consumers, those who know about online investment platforms are likely to use them. In a survey conducted by A.T. Kearney of 4,000 consumers with investable assets, 20% said that...

Capital One joins the hybrid robo movement

June 11, 2015

Capital One has jumped head-first into the hybrid robo-advisory movement with the debut of Capital One Investing, a digital platform that pairs its automated investing tools for retail investors with human advisers. The brokerage already has...

Pershing adds Vestorly's digital marketing and data services to toolbox

June 2, 2015

Pershing's broker-dealers and financial advisers now have access to Vestorly, a digital content platform designed to boost website traffic while giving advisers a snapshot of who sees the online content and when they do so. The financial business-to-business...

Merrill Lynch debuts robo-platform for clients with at least $5,000 to invest

February 8, 2017

Another potential giant in the digital advice space launched on Wednesday with Merrill Lynch's robo-platform opening up for clients who have at least $5,000 to invest with the Bank of America unit. Merrill Edge Guided Investing offers digital...

Two groups battle it out to create uniform national rule for fiduciaries to access digital assets

May 28, 2015

Two groups are battling it out in the hopes of creating a uniform national rule for fiduciaries to access digital assets such as emails and online accounts once the owner of those properties dies. Digital assets, a somewhat new piece to the...

How your peers view robo-advisers

May 26, 2015

In a study set to publish in the coming week, InvestmentNews Research, in partnership with BlackRock, surveyed over 400 advisers with the goal of identifying what separates the largest, fastest-growing firms from their peers on a host of issues...

Robo-advisers want to plan your clients' future

May 24, 2015

Like most disrupters, robo-advisers don't mind being underestimated. In fact, they're counting on it. When the latest iteration of automated investment services first appeared on the scene in the late 2000s, it was summarily dismissed by detractors...

You've got mail ... and more mail ... and more ...

May 19, 2015

You think your email inbox is bulging? Don't forget, the State Department has 55,000 pages of Hillary Rodham Clinton's correspondence to go through before releasing it next year. So, OK, you're not that bad off, but there are ways to make it...

Why high-performing advisers are aggressively adopting technology

May 15, 2015

With recent rapid advances in technology, clients now have access to investment apps on their phones that are on par with any wirehouse workstation. So, faced with a clientele increasingly comfortable with technology, how do top-performing financial...

Regulators' alert on robo-advice puts advisers on notice

May 11, 2015

The Securities and Exchange Commission and Financial Industry Regulatory Authority Inc. together issued an alert to investors to be wary of automated online investment platforms, putting advisers on notice that the Wild West of robo-advice is...

Vanguard officially launches its robo adviser, drops minimum investment to $50,000

May 5, 2015

The Vanguard Group Inc.'s Personal Advisor Services, the mutual fund company's robo-adviser, is officially open to the public. The automated investment platform, which also offers investors the option of consulting with an adviser, draws only...

Wealthy millennials using robos for retirement planning

April 27, 2015

Wealthy millennials are planning for retirement and a third of them are using robo-advisers to do it, according to Global Wealth Monitor, a study of high net worth millennials conducted by New York-based market research firm Phoenix Marketing...

Want to survive an SEC audit? Go paperless

April 22, 2015

Going paperless at the office is more than a nod to environmental virtuousness. It just might give advisers a leg up on SEC compliance exams. Given the Securities and Exchange Commission's plan to bolster adviser oversight in the years ahead,...

Advisers drop the ball, don't prepare for 'Mobilegeddon'

April 20, 2015

Google is switching up its algorithm to favor mobile-friendly websites in mobile searches, and that's going to leave many advisers hidden when prospects scan search results. Starting Tuesday, Google's mobile search engine will display mobile-friendly...

Stereotypes in risk mean misaligned portfolios

April 20, 2015

Financial advisers should check their assumptions at the door when it comes to determining a client's appetite for risk. Basing decisions about a client's risk characteristics on such factors as age or gender often lead to poor results and unhappy...

The war of words among robos

March 29, 2015

As much as we love a verbal brawl — especially one that pits robo-Davids against a robo-Goliath — it's time to call a truce in the war of words among robo-rivals and get back to business. Wealthfront chief executive Adam Nash unleashed the...

Robo rumpus gets vicious

March 12, 2015

The battle between Charles Schwab & Co. and its robo rivals is getting ugly. What started earlier this week as a tete-a-tete between Wealthfront and Schwab has grown in scale and significance as other online advice platforms — namely Betterment...

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