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MoneyGuidePro updates new version in line with DOL fiduciary rule requirements

April 18, 2016

MoneyGuidePro, PIEtech's financial planning program for advisers, has released the fourth generation of its software, the company's attempt for its users to be right in line with the Department of Labor's fiduciary rule, which requires all advisers...

Chinese acquisition of AssetMark raises questions

April 17, 2016

The Chinese are coming! The Chinese are coming! They're coming to the U.S. investment advice market, as reported by Alessandra Malito. Huatai Securities Co., a Nanjing, China-based securities firm, has acquired AssetMark Inc., a Concord, Calif.,-based...

IBM ramping up efforts to predict investor behavior, life events

April 13, 2016

Imagine an adviser coming into the office one morning. She turns on her computer and a dashboard is ready to provide her with tasks for the day ahead. The computer tells her, based on the news and a client's recent emails, there is a significant...

China's Huatai Securities acquires tech provider AssetMark

April 11, 2016

Huatai Securities, a Chinese securities group with brokerage and investment services, has acquired AssetMark, a wealth management technology provider previously owned by Aquiline Capital Partners and Genstar Capital, it announced in a press...

In wake of DOL fiduciary rule changes, technology can solve problem of small accounts

April 8, 2016

For months, critics of the Labor Department's proposed fiduciary rule have argued that it would orphan small accounts because the cost of managing such accounts would be prohibitive. There's something that eases those pain points and softens...

Charles Schwab to cut its version of Salesforce in July

March 30, 2016

Charles Schwab & Co. will no longer sell its proprietary version of Salesforce as of July 31, a Schwab spokeswoman confirmed on Wednesday. In an effort to separate components of OpenView Integrated Office — the adviser dashboard it will stop...

In Apple's universe, does one size fit all?

March 29, 2016

In the Apple world, does one size fit all or does one need all sizes? It seems that every time I turn around, there is another version of Apple technology. Yet, it's not so much about features, it's all about size. When mobile phones were first...

Can robo-advisers be fiduciaries?

March 20, 2016

What does it mean to be a fiduciary? Putting the best interests of the client first through due loyalty and care, according to the Securities and Exchange Commission. Is a robo-adviser equipped to be loyal and, especially, “to care”? The...

eMoney's CEO choice of Fidelity veteran Ed O'Brien was a bold, but expected, move

March 18, 2016

eMoney made a bold move by choosing Fidelity financial technology veteran Ed O'Brien as chief executive officer of the financial planning software company, replacing interim CEO Mike Durbin, president of Fidelity Wealth Technologies immediately....

eMoney names Fidelity's Ed O'Brien as new CEO, replacing Mike Durbin

March 17, 2016

Financial planning software provider eMoney has named a new chief executive, Ed O'Brien, senior vice president and head of platform technology for Fidelity Institutional. Mike Durbin, president of Fidelity Wealth Technologies, had been acting...

DOL fiduciary rule is spurring technology adoption and innovation: Cerulli report

March 16, 2016

The Department of Labor's fiduciary rule, which will require advisers act in their clients' best interests on retirement accounts, is pushing technology providers to innovate and financial services firms to adopt those compliant platforms, according...

Finra issues report on digital investment advice for financial firms and investors

March 15, 2016

Financial services firms that want to offer better digital investment advice must focus on training and education to better serve clients, according to the Financial Industry Regulatory Authority Inc. Finra on Tuesday released a report providing...

Goldman Sachs to acquire retirement-savings startup

March 14, 2016

Goldman Sachs has agreed to acquire Honest Dollar, a mobile retirement savings platform that works with those who do not have access to an employer-sponsored plan. The investment management division of Goldman is acquiring the Austin, Texas-based...

Advisers must brace for DOL fiduciary by ramping up technology plans

March 13, 2016

The Department of Labor's impending fiduciary rule has prompted advisers to review their strategic plans and weigh the expanded role technology will play in keeping advisory practices in compliance, as well as profitable. The DOL's fiduciary...

Reviewing two apps that make it easier for advisers to work remotely

March 9, 2016

I'm often on the road and usually do some work in the evenings. That means I do a lot of work outside of the office. Yet, as busy as I am, I have to admit that I'm kind of lazy and impatient. I don't like lugging out my laptop, waiting for it...

Salesforce debuts adviser-focused client relationship management platform

March 8, 2016

Salesforce's financial adviser-specific client relationship management platform has rolled out of beta and is now available for the general public. The CRM, called Salesforce Financial Services Cloud, is the company's entry into the wealth management...

What it takes to really have a digital advisory firm

March 7, 2016

There are multiple forces of change disrupting the advice industry today. Emerging affluent investors want a more collaborative and digital experience. There's an influx of new fintech firms seemingly trying to change the industry overnight....

How to beat the robo-advisers

March 2, 2016

In my last two articles, I discussed the pros and cons of robo-advisers. As they continue to rake in more and more assets, how can advisers compete? The answer is conceptually simple and seemingly difficult to implement. Advisers must embrace...

Advisory firms' dilemma: "Who owns client data?"

February 25, 2016

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With the promise of automated data analytics...

United Capital acquires digital planning tool FlexScore

February 19, 2016

Newport Beach, Calif.-based advisory firm United Capital has acquired FlexScore, an online platform that produces a single number to represent a consumer's financial health. The digital planning software is an interactive tool that allows clients...

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