Results for "software"

Displaying 616 results

Sort: Date | Relevance


RetireUp drags and drops annuities into retirement income planning

February 18, 2016

RetireUp, a retirement income planning software provider, partnered with two insurance companies this week to allow advisers to drag and drop the insurers' fixed-indexed annuity products into clients' retirement plans for a quick analysis of...

How advisers can protect their businesses from the onslaught of cheaper competitors

February 17, 2016

Presidential candidates Donald Trump and Bernie Sanders are unknowingly teaching us a good lesson about how to be successful financial advisers. In one corner, you have The Donald, an unfiltered, highly opinionated billionaire. In the other...

Advizr offers advisers' clients access to interactive financial planning

February 17, 2016

Business process management company Genpact has partnered with Advizr, a financial planning software provider, to expand its reach with clients who want more interactive options to build a financial plan. With the service, clients can access...

Merrill Lynch launches Social Security claiming tool

February 16, 2016

Years after several independent software companies and numerous financial services firms first began offering Social Security claiming tools to financial advisers, Bank of America Merrill Lynch has unveiled its own proprietary tool. Ben Storey,...

Embrace the robo-adviser disruption

February 14, 2016

It's time to stop all the fretting and hand-wringing about whether robo-advisers will put financial advisers out of business. They won't. What they will do — and, in fact, already are doing — is force all advisers to rethink their business...

Why Vanguard is about to engulf the financial planning industry

February 12, 2016

Vanguard Group's ever-expanding web is now about to engulf the financial planning industry. Bill McNabb, CEO of Vanguard Group, gave a keynote speech at the 2016 Inside ETFs conference in Florida declaring the importance of advisers in delivering...

The biggest drawbacks of the retail robo-advisers

February 12, 2016

In my last article, I addressed what robo-advisers do right. In general, robo-advisers provide investors who have any size portfolio the opportunity for convenient, low-cost, tax-efficient investment management. No matter the shortcomings I...

Fidelity using eMoney to create custodial competitor's nightmare

February 11, 2016

Fidelity Investments has set its sights on the ultimate data dashboard for its advisers, likely using eMoney Advisor's technology and the financial planning software's relationships with custodial competitors. The platform, called WealthScape,...

The year of the client portal

February 11, 2016

Technology companies may be falling behind if they don't offer a client portal in some way, shape or form. The latest platforms serve as an important point of contact between the adviser and client, providing end users the ability to view their...

Riskalyze brings advisers automated client checkups during market volatility

February 10, 2016

When the markets go wild, clients may not know that they need to ride out the volatility, but technology vendors are looking to prevent any bad financial decisions with behavioral coaching via new online tools. Riskalyze announced on Wednesday...

Tech vendors upping the ante at T3 for better client experiences

February 9, 2016

Software vendors are gearing up to arm advisers with real-time tools and better web portals as client expectations continue to rise with the advent of more efficient technology. Companies are unveiling ways advisers can meet those standards...

Too many robos crowding the market?

February 8, 2016

Small startups are trying to break into the ranks of adviser-facing robos, as some experts say the market has become too crowded. Automated investment platforms like Wealthfront and Betterment have been in the industry for more than five years,...

How to attract, and keep, young high-net-worth clients

February 8, 2016

The high-net-worth market has grown significantly over the past six years, with nearly one million new high-net-worth individuals (HNWIs) added globally in 2014, according to the 2015 World Wealth Report. Every year there is a higher proportion...

The coming wave of adviser technology convergence

February 4, 2016

New financial technologies often evolve independent of one another to solve a specific problem, then converge as they mature. At present, the advice industry is in the early innings of what promises to be a new period of major technological...

Wealthbox launches new CRM version with Gmail integration

February 3, 2016

Wealthbox, a client relationship management system for financial advisers, launched its latest CRM platform to integrate widely-used Gmail accounts on Wednesday. With the integration, which is available with Google Chrome, advisers with Gmail...

Retirement income hit with highest effective tax rates

February 1, 2016

Here's a shocking statement: Some Social Security recipients are subject to the highest marginal income tax rates in the country — topping 55% in some cases — depending on their other sources of retirement income in a given year. What's...

What robo-advisers do right

January 27, 2016

Robo-advisers are everywhere — on television, in consumer media and professional publications. What is really under the hood? What do these services actually provide to investors? In this three-part series, I will address both the positives...

Vestorly raises its game with artificial intelligence

January 27, 2016

Vestorly, a company whose platform allows advisers to sift through content to share with clients, is using the $4.1 million in fundraising it recently secured to implement artificial intelligence technology to its services. With this type of...

Cybersecurity solutions to weak passwords

January 26, 2016

As part of an effective cybersecurity policy, advisers need to pay more attention to password authentication, fingerprint scanners and other technologies to protect their data. The Securities and Exchange Commission is looking under the hoods...

Former Cetera boss named new FolioDynamix president

January 21, 2016

Steve Dunlap, who previously ran the wealth management unit at Cetera Financial Group Inc., one of the largest independent brokerage firms, has taken the helm as president and chief operating officer of FolioDynamix Inc., a wealth management...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 ... 31


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.