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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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Envestnet acquires data-analytics and account-aggregation company Yodlee

August 10, 2015

Envestnet, the wealth management technology service provider, announced on Monday that it is acquiring Yodlee, a cloud-based data analytics company that provides account aggregation and various financial software. Envestnet made the purchase...

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,...

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 —...

How to make sure your firm's data is secure in the event of an outage

July 17, 2015

With recent high-profile headlines of outages and technology breaches affecting giant corporations, advisers must remember the importance of business continuity planning. Here are a few best practices to ensure that you have a comprehensive...

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