Results for "technology"

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MoneyGuidePro releases fifth-generation financial planning tool

September 12, 2018

All eyes are turned toward Silicon Valley for the latest technology updates from Apple, but financial advisers might be more interested in news coming from Powhatan, Va. That's where PIEtech on Wednesday released MoneyGuidePro G5, the fifth...

Finra makes its first cryptocurrency bust

September 11, 2018

The Financial Industry Regulatory Authority Inc. has charged former broker Timothy Ayre with securities fraud and the unlawful distribution of HempCoin, an unregistered cryptocurrency security. The case marks Finra's first disciplinary action...

Warburg Pincus invests $33 million in new hybrid robo

September 10, 2018

This summer's consolidation of robo-advisers isn't stopping new money from flowing into hopeful startups. Warburg Pincus is leading a $33 million investment in Facet Wealth, a new company that believes its unique growth strategy will avoid the...

TD Ameritrade adds socially aware portfolios to retail robo adviser

September 7, 2018

TD Ameritrade is adding five new "socially aware" portfolios to Essential Portfolios, the company's retail robo-adviser. The portfolios will offer ETFs with environmental, social and governance (ESG) factors, as assessed by the Morgan Stanley...

How to adapt efficiently to industry trends

September 6, 2018

If there's one skill that an adviser needs today, it's the ability to manage change. Look at some of the many and varied high-level trends that have been grabbing headlines in our trade publications: • Fee compression and transparency •...

Oranj utilizes summer interns to build Redtail integration

September 6, 2018

Oranj is taking an innovative approach to finding next-generation engineering talent to work on its growing wealth management software. The company's team of summer interns successfully developed and launched a new integration with Redtail Technology's...

Apex will soon custody cryptocurrency assets

September 4, 2018

Brokers working with Apex Clearing will soon be to offer clients cryptocurrencies alongside traditional assets. Apex Crypto, which is launching in the fourth quarter, gives firms using Apex for custody and clearing the ability to open a client...

Are schools adequately preparing next-gen advisers?

September 1, 2018

Eric Schaefer's client was all ears when he laid out a new financial plan for him. Then the client's eagerness to implement the plan suddenly morphed into dejection. "I literally have no time to do any of this," the client said. Mr. Schaefer,...

Personal Capital takes aim at retirement income

August 31, 2018

Personal Capital's latest feature on its robo platform helps clients create a tax-efficient retirement income strategy. Retirement Paycheck leverages account level tax status, household tax filing status, and the latest state and federal tax...

Latest ranking of the robos still ruffling feathers

August 30, 2018

With the goal of becoming the go-to resource on digital advice platforms, Backend Benchmarking has a new report that ranks 10 of the largest robo advisers. The research firm is best known for its quarterly "Robo Report," which analyzes the allocation...

Secrets Behind Success: Firms that strategically build capacity are elevating their growth trajectory

August 30, 2018

If you build it, they will come. This familiar phrase may have been adapted from a 30-year-old sports film (Field of Dreams), but it has become the fierce rallying cry for every forward-thinking business person who has dared to invest in staff...

Schwab abandons plan to build multi-custodial portfolio management tool

August 30, 2018

Schwab Advisor Services is getting closer to finally releasing a next-generation portfolio management technology, but it will not be the multi-custodial tool it promised advisers years ago. The upcoming release of PortfolioConnect will now be...

Estimating the impact of early retirement on Social Security benefits

August 29, 2018

One of the most common questions I receive from financial advisers concerns the impact of early retirement on future Social Security benefits. They wonder if the estimated benefits statement that their clients receive accurately portrays future...

Is Orion building a financial planning tool?

August 28, 2018

Orion Advisor Services is boosting its presentation and client portal tools with two new partnerships with client-facing technology providers. The first partnership, announced Monday, adds investment analytics and Monte Carlo simulations from...

How to offer the ideal hybrid digital adviser

August 27, 2018

The digital era of financial advice is so new that the landscape is still largely uncharted for many firms. While there are some success stories, there isn't really an authoritative road map on how to best implement a digital advice strategy....

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

Google's move into cybersecurity would be a win for advisers

August 24, 2018

Amazon may have its sights set on financial services (or maybe not), but Google is more interested in tackling cybersecurity. X, the division of Google parent company Alphabet that is dedicated to "moon shot" technology ideas, is sharing details...

To delete, or not to delete: That is the social media question

August 23, 2018

Let me be honest. Few things get me more hot under the collar than talk of deleting posts on social media. I've been a social media professional for 11 years now, and if you ask anyone I've worked with you'll likely hear stories of times I've...

Advisers can use online info to learn more about prospects — but should they?

August 22, 2018

When you shop online, your web browser tracks your Google searches and which products you click so it can automatically show you ads for related items you may be interested in. Amazon has a similar strategy to provide product recommendations,...

What advisers think of JPMorgan's new mobile investing app

August 22, 2018

JPMorgan Chase & Co. made waves Tuesday when it introduced You Invest, a mobile brokerage app launching next week with free and discounted trading for retail investors. The news was a direct shot at discount brokerages. Shares of Charles Schwab,...

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