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Riskalyze draws $20 million in capital for robo platform and other adviser products

October 31, 2016

Risk alignment software firm Riskalyze has attracted $20 million in its first-ever institutional capital infusion that will go towards expanding its Autopilot robo platform for advisers and other products, the company said on Monday. The equity...

Technology can help advisers ensure they are giving 'best' advice to meet DOL fiduciary rule

October 28, 2016

It has been said that necessity is the mother of invention. The financial services industry is fast approaching a key April 2017 deadline that will require advisers to act as fiduciaries when advising clients on retirement accounts, products...

Technology can offer support to advisers with aging clients

October 27, 2016

Financial advisers increasingly worried about serving aging clients who may suffer from dementia or even Alzheimer's Disease can begin to look toward technology for some relief. New fintech efforts focus on arming financial advisers with tools...

Even low-tech tools can trip up advisers going independent

October 24, 2016

One benefit — or detriment, depending on your outlook — of working for a large firm is that your technology platform is mostly prescribed to you. The firm tells you what you will use or provides a very short list of approved providers. When...

SS&C acquires CRM firm used by large wealth managers

October 24, 2016

Financial software firm SS&C Technologies Holdings bought client relationship management provider Salentica for an undisclosed amount, the firms said Monday. About 100 large advisory and other wealth management firms use Salentica's CRM, which...

How fintech aims to make DOL fiduciary rule manageable

October 21, 2016

Risk management tools and tweaks are being introduced nearly daily now to help advisers comply with the Department of Labor's best-interest rule for retirement advice, which goes into effect in less than six months. Fintech vendors are introducing...

Fidelity's robo for financial advisers will give clients eMoney tools

October 18, 2016

Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....

Banks' collaborations with technology firms will benefit financial advisers

October 11, 2016

A recent CB Insights study highlighted some interesting numbers about the “fintech boom” that industry experts and journalists have been discussing over the past year or so. CBI found that a large source of fintech growth has come from banks...

Merrill Lynch enters the robo-advisory business

October 5, 2016

The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...

The journey from financial advisers to tech entrepreneurs

October 2, 2016

David Lyon remembers the moment he realized that all the sophisticated analyses and detailed financial work that his advisory firm produced for clients actually made their lives more difficult instead of easier. It was 2011, and Mr. Lyon was...

Tech-tardy advisers, prepare for a late-adopter penalty

September 27, 2016

Financial advisers need to step up their technology game or face losing some current clients, as well as the opportunity to serve entire new customer segments, fintech experts said. “As an industry we are late adopters of technology because...

Financial advisers severely underestimating cyberthreats: experts

September 20, 2016

The biggest technology threat to the financial advisory industry might be underestimating the risk of a technology threat in the form of a determined hacker or illusive virus. According to a panel of technology security experts speaking Monday...

Take 5: Kunal Kapoor, Morningstar's next CEO, says advisers must demonstrate their value through technology

September 7, 2016

Morningstar's board of directors selected Kunal Kapoor, 41, to be the company's new CEO, succeeding founder Joe Mansueto, who will become executive chairman. InvestmentNews talked to Mr. Kapoor and asked him about Morningstar's role with advisers...

Salesforce expands data analytics in financial services CRM program

September 1, 2016

Salesforce is tapping into the world of data analytics for its financial services-specific CRM, attempting to pair advisers with the power of sifting through their own client information. Advisers will view their clients by segments, including...

LPL placing heavy focus on technology improvements

August 23, 2016

To stay up to date with technological innovations, the independent broker-dealer LPL Financial is developing more tools for its new adviser dashboard and implementing smarter automation. At last year's LPL Focus, the company's annual conference,...

XY Planning Network's fintech contest introduces innovative software ideas

August 11, 2016

Start-up technology vendors have responded in full force to XY Planning Network's call for innovative adviser-focused financial software. Six finalists with software for various adviser needs, including client prospecting and advising on student...

Salesforce adds compliance features to financial services CRM for DOL fiduciary rule

July 25, 2016

Salesforce, the San Francisco-based client relationship management software provider, has added a suite of compliance features to assist advisers in satisfying the requirements of the Department of Labor's fiduciary rule. Salesforce Shield expands...

Robo-advisers increasingly represent a useful ally for human advisers

July 21, 2016

We are witnessing the beginning of a fusion between financial advisers and technology, which are coming together to be more competitive and offer holistic solutions to a broader range of clients. This robo-advising or digital advisory is not...

myMoneyGuide comes back from three-month hiatus with upgrades

July 6, 2016

myMoneyGuide, a financial planning tool from the creators of MoneyGuidePro, is back online after a three-month hiatus, during which the company was making revisions. The tool, which first rolled out in October last year and allows advisers'...

Why financial advisers should focus on readiness before growth

June 30, 2016

It seems that the goal of every advisory firm is growth. Whether the objective is greater AUM or more revenue, growth is the most sought-after attribute. Yet, is it right to focus on growth before readiness? Growth can come through passive or...

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