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With shares down, Franklin turns to tech to spur growth

October 14, 2019

Its business model is out of fashion. Its fund family has suffered six straight years of outflows. Its stock has the lowest Wall Street ratings of any major money manager. [More:​ Franklin plans to cut up to 5% of workforce] No wonder Franklin...

Enhancing financial advice with model portfolios

October 11, 2019

Shifting demographics, changing attitudes toward advice, and growing regulatory and compliance requirements are placing greater demands on financial advisers to generate more efficiencies and economies of scale to meet their goals. Despite these...

Broadridge moves deeper into advice space with Fi360 acquisition

October 10, 2019

Broadridge Financial Solutions, a technology company best known for processing trades, is continuing its move into the financial advice space by acquiring Fi360, a provider of fiduciary education, training and technology to advisers. Fi360 sells...

SkyView launches digital matchmaking platform for adviser M&A

October 10, 2019

SkyView Partners, a correspondent lender focused on the independent financial adviser market, has a new digital platform it hopes can become the Zillow for buying and selling wealth management practices. Advisers interested in selling a firm...

How advisers already benefit from AI and what's coming

October 9, 2019

Artificial Intelligence is starting to make a significant impact in wealth management, according to a new paper by BNY Mellon Pershing. Most advisers view AI as essential to business operations, especially to help combat ongoing fee compression....

IRS releases new guidance on cryptocurrency

October 9, 2019

Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their tax returns, thanks to new guidance from the agency. [More:​ IRS takes on cryptocurrencies] The IRS released a ruling and a question-and-answer...

Robinhood gives banking another shot

October 8, 2019

Robinhood Markets Inc. is giving banking another shot, 10 months after its first attempt at a checking and savings product flamed out in spectacular fashion. On Tuesday, the company laid out a new feature, called Cash Management, that takes...

Pershing adds analytics tools to adviser platform

October 8, 2019

BNY Mellon Pershing is adding a new suite of reporting and analytic tools for NetX360 to help advisers measure the organic growth of their business. With its Money in Motion tool, advisers can track net new asset flows and segment them by account...

RIAs: Seize this moment to invest in talent

October 7, 2019

The advisory business has experienced phenomenal expansion in recent years, a testament to the shift toward a fiduciary standard that's been driven by changing investor preferences. Yet, even firms that are achieving healthy top-line growth...

Riskalyze growing into much more than a risk assessment tool

October 7, 2019

Eight years ago, Riskalyze was created to provide a digital, mathematical approach to client risk assessment. In 2019, the technology startup is so much more than that. At its annual Fearless Investing Summit last week in Boston, Riskalyze introduced...

Small advisers struggle with cybersecurity demands of regulators

October 7, 2019

Cybersecurity remains a top concern of registered investment advisers, but smaller firms are struggling to keep up. State securities regulators are concerned about a growing number of deficiencies related to cybersecurity at state-registered...

Robinhood adds ex-SEC official to its board

October 7, 2019

Robinhood Markets Inc. is getting a new board member: Dan Gallagher, a former commissioner for the U.S. Securities and Exchange Commission. The addition comes almost a year after a planned Robinhood checking account product was torpedoed by...

Advice industry reacts to Jud Bergman's death

October 4, 2019

News that Envestnet CEO Jud Bergman died in a car accident Thursday along with his wife, Mary Miller, shook the financial advice industry. As the leader of the largest turnkey asset management platform and adviser technology provider, Mr. Bergman...

Envestnet founder and CEO Jud Bergman killed in automobile crash

October 4, 2019

Envestnet CEO Judson Bergman, 62, and his wife, Mary Miller, were killed early Thursday morning in an automobile accident in San Francisco. Mr. Bergman founded Envestnet in 1999 to create a software desktop for independent financial advisers....

Schwab's next target? Financial advisers

October 3, 2019

There's a showdown looming between financial advisers and the custodians that safeguard their clients' money. It's been brewing for some time, and the move by Charles Schwab Corp. on Tuesday to offer commission-free trading makes the clash all...

Riskalyze launches multi-custodial trading tool

October 3, 2019

Riskalyze continued expanding beyond its roots as a digital risk assessment tool with the reveal of new automated trading technology on Thursday at the fintech firm's annual Fearless Investing Summit in Boston. Built in partnership with Flyer,...

Advisers can now create custom model portfolios using Betterment's white-label robo

October 2, 2019

Betterment is giving financial advisers greater control over how client assets are allocated in portfolios managed by the white-label version of its automated investment software. Firms will soon be able to create custom model portfolios on...

What 'householding' means for advisers, and why it's the holy grail for technology

September 30, 2019

Spend enough time around technology vendors and industry executives talking about the future of the advice industry and you'll inevitably come across the term "householding." Helping advisers effectively manage all a family's financial accounts,...

Voya retirement chief talks M&A, fee pressure and emerging 401(k) fraud

September 27, 2019

Charles Nelson, chief executive of retirement and employee benefits at Voya Financial Inc., oversees one of the largest defined-contribution plan record-keeping businesses in the U.S., administering $304 billion in retirement assets as of June...

Raymond James doubles down on digital with advisers in control

September 26, 2019

Raymond James Financial Inc. is "doubling down" on its investment in technology to give its more than 7,000 advisers digital financial advice tools, a top executive at the company said. But that doesn't mean that Raymond James intends to push...

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