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Vanguard digital-only tool could pinch Wealthfront, Betterment

September 19, 2019

Vanguard isn't yet talking about the new all-digital financial planning and automated investing product it is currently testing, but a brochure filed with regulators this week hit the already crowded and competitive digital advice marketplace...

Are 401(k) advice fees headed to zero?

September 19, 2019

Vanguard Group has thrown down the gauntlet on costs for 401(k) managed accounts. InvestmentNews reported Wednesday that the asset manager plans to launch a digital-only financial planning and automated investing service for 15 basis points....

Gut check your digital leadership toolbox

September 19, 2019

Being a true digital leader requires more than a wardrobe change FinTech leaders have disrupted more than just the role of technology in the advice industry. Every company leader wants to be with these new cool kids. I counted just three ties...

Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

September 18, 2019

Cboe Global Markets' BZX exchange has withdrawn a proposal to the Securities and Exchange Commission to list and trade shares of a Bitcoin investment vehicle. A proposed rule change that would have allowed BZX to list and trade SolidX Bitcoin...

To benefit from outsourcing, advisers need to focus on what is, and isn't, core to their value

September 18, 2019

Advisers are increasingly outsourcing parts of their business to focus on growth. But a new study from Vestwell, a digital platform that allows advisers to offer and administer retirement plans, suggests many aren't doing it with a strategic...

Vanguard pilots digital-only financial planning and advice product

September 18, 2019

Vanguard Advisers have filed an initial disclosure brochure with the Securities and Exchange Commission signaling the company's plan to launch a new, digital-only financial planning and automated investing service it calls Vanguard Digital Advisor....

Vanguard offers new framework for financial advice

September 16, 2019

Vanguard Group issued a new framework for financial advice Monday that's meant to assess the overall value of advice by looking more holistically at the end result for clients beyond what Vanguard considers to be the industry norm. The framework...

XY Planning Network firms wonder if group can support them long term

September 16, 2019

The five-year-old XY Planning Network is looking to deepen its relationships with financial advice firm members that question the network's value long term. During a question-and-answer session last week with XYPN co-founders Michael Kitces...

Investment management outsourcing delivers greater client-service impact

September 12, 2019

In today's ever-evolving marketplace, financial advisers' businesses are growth and scale challenged. They face a fine balancing act as they look to engage new clients, while continuing to support and manage existing investor accounts — without...

Social media savvy advisers meet in real life at new conference

September 11, 2019

Scottsdale, Ariz., a seasonal town that is ideal for baseball and golf three-quarters of the year, but unsuitable for human life in the summer, was home this week to Wealth/Stack, a new financial adviser conference that promises to "bridge the...

Morningstar builds its own financial planning tool

September 9, 2019

While other adviser technology platforms have acquired popular financial planning vendors, Morningstar Inc. has built its own. The company's new Goal Bridge tool brings Morningstar's existing investment planning capabilities into a goals-based...

Wealthfront cash accounts help platform explode to $20 billion in assets

September 9, 2019

New products, including high-yielding savings accounts, have helped Wealthfront double its assets to $20 billion in the past eight months, the robo-adviser said Monday. Wealthfront doesn't disclose how that $20 billion is divided between assets...

Trizic rebrand shows difficult route for robo-advisers

September 5, 2019

Trizic is officially pivoting away from providing a white-label digital advice platform for independent advisers in favor of providing "integrated savings and wealth solutions for banks and credit unions." The company is rebranding as Harvest...

Your client portal is not your client experience

September 5, 2019

By now, most clients realize they need some kind of web- or app-based interface for their clients. Many folks characterize younger investors as tech-savvy, but boomers — your most lucrative clients — are some of the most enthusiastic adopters...

VanEck, SolidX offer ETF-like Bitcoin product

September 4, 2019

VanEck Securities Corp. and SolidX Management, a duo that have unsuccessfully petitioned the Securities and Exchange Commission for over a year to approve an exchange-traded fund that invests in Bitcoin, have found a workaround for some large...

Hey, Google, check my TD Ameritrade portfolio

September 4, 2019

TD Ameritrade is expanding the ways retail investors can access its brokerage platform using voice commands. TD clients can now use any device with Google Assistant — whether it's a television, smart speakers, Android phone or smartwatch —...

'Shark Tank' for RIA fintech looking for new investments

September 4, 2019

ScratchWorks, an accelerator for financial technology targeting the independent adviser market, is launching its third annual program to identify innovative startups worthy of investment. Applications are being accepted from entrepreneurs to...

Six startups to compete in XY Planning Network fintech battle

September 3, 2019

Six adviser technology startups will compete next week in XY Planning Network's fourth annual fintech competition at the group's annual conference in St. Louis. A panel of judges will choose one winner. The companies were selected from a pool...

Small TAMP players go niche

August 31, 2019

Though the turnkey asset management industry is consolidating, there is room for smaller players that can demonstrate a unique value to advisers. One opportunity lies in creating niche portfolio models employing specific knowledge or areas of...

Competition among TAMPs heats up

August 31, 2019

"Poor man want to be rich; Rich man want to be king. And a king ain't satisfied, till he rules everything." Those words from Bruce Springsteen's 1978 single "Badlands" resonate with Jud Bergman, chairman and CEO of Envestnet, as he considers...

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