Results for "online"

Displaying 588 results

Sort: Date | Relevance


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...

Morgan Stanley hires Charles Schwab robo executive

January 27, 2016

Naureen Hassan, who previously oversaw Charles Schwab & Co.'s retail robo-adviser platform, has been hired as chief digital officer for wealth management at Morgan Stanley, the firm announced on Wednesday. In her new role, she will lead the...

Bank teams up with FutureAdvisor to offer clients investment platform

January 12, 2016

Startups, custodians and broker-dealers have a new player in the robo movement — banks. BBVA Compass, a bank with 672 branches across the United States, announced it is partnering with online investment platform FutureAdvisor to offer the...

Invesco acquires robo-adviser Jemstep

January 12, 2016

Investment management firm Invesco Ltd. has acquired Jemstep, one of the first online automated investment platforms in the financial services industry, in the latest bid to offer more robo-technology to traditional advisers. The technology...

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...

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...

Technology for the holidays

December 9, 2015

It's holiday time again and we are faced with the annual question: What should we do for clients? There are really only a few options: • Send cards • Send gifts • Make donations • A combination of the above Sending cards by “snail...

Advisers are texting, but are they compliant?

December 7, 2015

Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way...

Edward Jones, Blueleaf bet on texting via new pilot programs

November 30, 2015

Companies are betting on texting as the next wave of popular communication for advisers and their clients, waving off compliance fears for the potential to reach a younger base of clients. Edward Jones Investments will start a program to encourage...

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...

Here's the price advisers pay for ignoring boring email archives

November 19, 2015

Email and electronic records archiving seems dull, but better record-keeping habits could save many firms a pretty penny. Regulators already have reprimanded firms about archiving emails, but social media posts and other electronic records are...

WiseBanyan, the free retail robo-adviser, adds first paid service

November 17, 2015

WiseBanyan, which markets itself as the first free robo-adviser, has announced it will begin charging clients a fee for a new tax-loss harvesting service. Called WiseHarvesting, the new paid service is just the first in the pipeline of more...

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...

Schwab plans to expand its robo-adviser beyond just ETFs

November 11, 2015

Charles Schwab & Co.'s robo platform may move beyond just offering exchange-traded funds to a more complete investment menu, according to the company's top executive. President and chief executive Walt Bettinger said the San Francisco-based...

Financial Engines' acquisition of The Mutual Fund Store a turning point in robo debate

November 6, 2015

If ever there were doubt of the need for the human element when it comes to robo-advisers, there isn't any more. Financial Engines, which some call the original robo-adviser, is paying $560 million in cash and stock to acquire The Mutual Fund...

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...

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...

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....

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 ... 30


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.