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How regtech is changing compliance at financial firms

September 26, 2019

Just as digital technology is forcing advisers to evolve their business, it's also impacting compliance departments across the financial services industry. At a recent technology event in New York hosted by the Securities Industry and Financial...

'Get Paid to Trade' app launches at FinovateFall

September 24, 2019

Dozens of financial technology startups and over a thousand other financial services executives, venture capitalists, regulators and industry analysts gathered this week at the Marriot Marquis hotel in New York City's Times Square for FinovateFall,...

SoFi refunds investors for tax hit caused by proprietary ETFs

September 23, 2019

When investors incurred capital gains taxes because Social Finance Inc. replaced Vanguard funds with proprietary ETFs in some portfolios managed by its robo-adviser, the company defended the move as a regular change relating to client investment...

A gap in the high-tech market

September 20, 2019

The digital revolution hasn't come to all financial advisers equally. Firms serving middle-income and upper-middle-income investors have seen theirs cups runneth over with software offerings that do everything from performance of back-office...

Vanguard digital-only tool could pinch Wealthfront, Betterment

September 19, 2019

Vanguard isn't talking yet 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Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX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Cboe Global Markets' BZX exchange has withdrawn a proposal to the Securities and Exchange Commission to list and trade shares of a Bitcoin investment vehicle.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...

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....

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 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...

RIAs put marketing, technology and growth on the docket for 2020

September 13, 2019

As the year closes in on the fourth quarter, some financial advisers are ramping up plans to become more competitive in 2020. And for most, it's not the financial markets or the outlook for the economy they're focusing on. "Economic cycles will...

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...

Advisers need new planning tools to help growing self-employed workforce

September 12, 2019

While the so-called "gig economy" receives the bulk of media attention, Uber drivers and Task Rabbit laborers remain a fraction of the 20 million full-time self-employed people working in the U.S. It's these contractors, real estate agents and...

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...

Orion adds direct indexing capabilities to its Eclipse platform

September 10, 2019

Orion Advisor Services is adding direct indexing capabilities to its Eclipse trading and rebalancing platform.​ The technology vendor introduced direct indexing in 2018 as a stand-alone tool it called Advisor Strategy and Tax Return Optimization,...

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...

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