Results for "technology"

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Voya Financial launching robo-advice platform for brokers

July 11, 2019

Voya Financial is the latest independent broker-dealer to embrace digital advice. The company plans to launch a hybrid robo-advice product called Voya Digital Adviser that combines human advisers with automated investing for accounts as small...

Orion Advisor Services acquires Advizr financial planning

July 11, 2019

As Orion Advisor Services continues expanding beyond its origin of portfolio accounting software and towards a full adviser technology hub, the company has acquired financial planning company Advizr. Beginning next month, advisers using Orion...

Your people are the secret ingredient for great tech. Don't leave them behind

July 11, 2019

Running in the 2018 Boston Marathon was an incredible experience for me, not only as a personal accomplishment, but as an opportunity to run with a mentor and friend to support a great cause in the Foundation for Financial Planning. But while...

Schwab subscription planning service draws $1 billion in new assets

July 11, 2019

Schwab's subscription-based hybrid robo-adviser has attracted more than $1 billion in new assets since its launch at the end of March, the company said. Schwab Intelligent Portfolios Premium, which includes unlimited guidance from a certified...

Fed Chairman Powell has 'serious concerns' about Facebook Libra

July 10, 2019

Facebook Inc.'s proposal to create its own digital currency raises major questions that must must be addressed before the plan to create a coin called Libra moves forward, Federal Reserve Chairman Jerome Powell said Wednesday. "Libra raises...

Cetera, Allianz and Capital Group partner on retirement income technology

July 10, 2019

Cetera, Allianz and Capital Group are collaborating on a new retirement income tool the companies say will help advisers generate a reliable source of retirement income that lasts the rest of a client's life. The tool, SetIncome, is exclusively...

To convert or not to convert portfolio reporting technology

July 10, 2019

One of the more important business decisions underpinning a successful advisory practice is the selection of a portfolio reporting platform. If the decision isn't properly researched, a platform that doesn't meet expectations could prove to...

What the end of iTunes teaches us about winning new clients

July 9, 2019

When Apple launched iTunes 18 years ago, it rapidly became a category killer, reshaping music sales and demolishing compact discs, music retailers and the music libraries that many of us had collected. Yet now the once-domineering music pioneer...

Client onboarding becomes even more of an advice firm challenge after mergers

July 3, 2019

As chief technology officer at my firm, probably the biggest challenge I face is the technological onboarding of sometimes massive numbers of new clients. Even at 26 years old, our advisory firm is still growing, having acquired or partnered...

Vestwell adds two female fintech leaders to its board

July 2, 2019

Lori Hardwick, one of the original partners of Envestnet and former BNY Mellon Pershing chief operating officer, is joining the board of directors of another advisor technology firm, digital retirement adviser Vestwell. Vestwell announced Tuesday...

Ask these cybersecurity questions

July 1, 2019

Every new digital tool a financial adviser adopts increases the firm's vulnerability to a cybersecurity attack, and many advisers aren't doing enough to ensure the third-party vendors they work with meet the highest security standards. About...

How 'high beam thinking' can help advisers adapt to a changing future

June 28, 2019

Technology innovation is happening faster than ever, and the pace is only speeding up. In order to keep up, advisers need to adopt what futurist Scott Klososky called "high beam thinking." Instead of thinking about technology disruption as linear...

Envestnet Tamarac expanding into wirehouses with Merrill partnership

June 27, 2019

Envestnet Tamarac is already immensely popular among registered investment advisers, but now the technology platform is going after bigger game in the wirehouse market. Bank of America Merrill Lynch is bringing Tamarac's performance reporting...

June 26, 2019

With most advisers on their way to having a core technology stack in place that digitizes much of their day-to-day work, industry leaders are now turning their attention from the back office to the front of the house. For many advisers, the...

Advisers have their sights set on these fintech tools

June 26, 2019

Financial professionals who are increasingly competing with online digital advice firms are looking for their own set of digital advancements: tools that highlight the benefit of the human advice to clients and notifications to help advisers...

Advice industry leaders focused on improving the digital client experience

June 26, 2019

With most advisers on their way to having a core technology stack in place that digitizes much of their day-to-day tasks, industry leaders are now turning their attention from the back office to the front of the house. Because for many advisers,...

As AssetMark files for IPO, experts value TAMP at more than $1.2 billion

June 26, 2019

AssetMark could be the next financial services firm to jump into the public equity markets, according to its filing with the Securities and Exchange Commission earlier this week. The Concord, Calif.-based turnkey asset management platform, which...

5 important pieces of social media news

June 25, 2019

We're more than halfway to 2020, and while that in and of itself could be a fascinating topic for a different kind of column, I thought I would use this opportunity to round up some pretty important things going on across different social media...

Technology can help turn client conversations toward planning in next bear market

June 24, 2019

Unless you've been living under a trading desk since the early 2000s, you've heard all about the shift in wealth management away from investments toward comprehensive financial planning.​ Investment management is commoditized. Advisers today...

SEC advice rule brings tech focus back to compliance

June 21, 2019

The Securities and Exchange Commission's new reforms on financial advice could push firms to rethink how they invest in technology. Technology vendors say they've experienced a flurry of incoming questions from broker-dealers, registered investment...

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