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5 pillars of marketing for advisers

April 17, 2019

For most advisers, marketing is something they aspire to do but never quite find the time, attention or budget to make a priority. After years of talking about marketing with advisers, I have a few theories as to why this is. One is that marketing...

3 ways to improve adviser technology

April 16, 2019

While technology helps with practice efficiency and profitability, advisers acknowledge that clients are the prime beneficiaries of technology improvements. In Oranj's 2018 research report, Digital DNA 2.0, advisers say improved client-facing...

Product chief at Morningstar talks adviser technology and the holy grail of financial advice

April 15, 2019

Tricia Rothschild has the big job of overseeing strategy and development of Morningstar Inc.'s products for advisers and investors. The chief product officer is also intimately familiar with the advisory business, having previously served as...

How behavioral technology will improve retirement planning

April 12, 2019

Technology has always been the great disrupter. When robo-advisers came around, traditional advisers began preparing for battle. Now financial advisers are largely embracing technology, using it to free them up to be a better adviser. But technology...

62% of firms plan to adopt new client-facing technology this year

April 12, 2019

Our past research has revealed that independent advisory firms often rated improving the digital client experience as less important than improving adviser productivity and building efficiencies. But data from the 2019 InvestmentNews Adviser...

Betterment adds Dimensional Fund Advisors to its adviser robo

April 11, 2019

Popular fund provider Dimensional Fund Advisors will soon make its mutual funds available on the Betterment for Advisors platform. Betterment CEO Jon Stein said the move is part of a number of enhancements designed to broaden the appeal of its...

Thinking beyond $1 billion

April 10, 2019

Many new RIAs dream of reaching $1 billion in managed assets. But the $1 billion mark isn't the end goal. For an advisory maturing from a practice to a business, it's just the beginning. A firm growing toward $1 billion in AUM is doing a lot...

Envestnet adds loan facility to platform

April 9, 2019

Envestnet has introduced a program that integrates lending solutions with its platform. Called the Envestnet Credit Exchange, the program involves a partnership with Advisor Credit Exchange (ACE), which created an advice-driven program that...

Embrace technology, but beware of becoming obsessed with it

April 9, 2019

Technology is important. As the world continues to embrace it, it is encouraging to see that our industry has caught the full force of the bug. Nearly every publication that covers the financial advisory profession today has a dedicated financial...

How can advisers continue to differentiate in an increasingly digital world?

April 9, 2019

One of the best things about financial technology is how it has helped level the playing field for advisers. With so many vendors offering technologies for every possible use and price point, registered reps at a big Wall Street firm can no...

Customized advice coming to households near you

April 8, 2019

What the future​ of financial advice will look like is no longer the right question to be asking. What matters more is, how will we get there? There was consensus among industry leaders gathered at InvestmentNews' recent Future of Advice roundtable...

A disruptive force no one is talking about ...

April 8, 2019

Carolyn McClanahan, founder of Life Planning Partners, co-founder of Whealthcare Planning “How are we going to deal with aging clients as they accumulate? When they're in early retirement and spending and then all of a sudden when they're...

Financial advice increasingly technology-enhanced

April 8, 2019

The financial advice industry has largely sat dormant as society at large has undergone a sweeping technology revolution. But that dynamic is set to shift over the next few years, according to a panel of adviser technology experts. "You look...

UBS develops new wealth management app for iPads

April 5, 2019

UBS Wealth Management USA is modernizing the way it develops new technology and has a new client-facing portal to show for it. Clients can use the new UBS iPad app as a singular tool to manage nearly every aspect of their financial lives, from...

RIAs see new competition from Schwab subscription pricing

April 4, 2019

When Charles Schwab announced it would switch to subscription pricing for its robo-adviser, some financial advisers saw new competition for retail assets. For only $30 per month, Schwab Intelligent Portfolios Premium clients will get automated...

What's keeping advisers from using investment model marketplaces?

April 2, 2019

Investment model marketplaces were one of the advice industry's buzziest trends in recent years, hyped as a potential disruptive threat to turnkey asset management platforms (TAMPs). About a half-dozen of these marketplaces launched in 2017...

Fintech has opportunity to hire diverse workforce

April 2, 2019

Financial technology companies are in such a hurry to get work done as soon as possible, they may be overlooking an extradordinary talent pool, according to Jason Young, the CEO of Mindblown Labs, an education technology company. Mr. Young kicked...

Schwab moving to subscription fees could be watershed moment for advice industry

March 29, 2019

Charles Schwab's announcement Thursday that it was moving from an assets-under-management fee to a flat monthly charge for its robo adviser sent shock waves throughout the industry. For Gavin Spitzner, president of industry consultant Wealth...

Schwab wants investing to be subscription-based

March 28, 2019

It's not just Apple Inc. that's betting big on subscriptions. Charles Schwab Corp., the low-cost investing pioneer that now handles more than $3.5 trillion in assets, is switching to a subscription-based financial planning option for its digital...

A tech transition gone wrong

March 28, 2019

Last year, my team and I decided it was time to switch technology vendors. While this can be a stressful transition, we thought we had a solid plan in place. We started with a robust research process, evaluated a number of potential partners,...

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