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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...

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,...

The future of advice is hiding in plain sight

March 28, 2019

On March 5, InvestmentNews convened a group of advice industry leaders to talk about the future of advice. I listened, hoping to hear that undiscovered nugget, the silver bullet of success we should fire to capture the rich opportunities discussed...

Citi wealth management launches digital financial planning

March 28, 2019

Citi is the latest bank turning to technology to boost its financial advice business. It's rolling out Citi Wealth Advisor, a digital financial planning product, to members of Citigold, the bank's wealth management program for people with at...

Social media has changed, but here's one thing that never will

March 27, 2019

It was 12 years ago when I started using social media. First Facebook. Then Twitter. Then LinkedIn. Then Instagram. And in between a million other platforms that no longer exist. Just a year after that, I started using social media in a supervisory...

SigFig launches platform to help retail banks sell financial products

March 27, 2019

SigFig, the financial technology firm that developed digital advice platforms for several large financial institutions, wants to help banks automate more than investment management. SigFig Atlas is billed as a "financial advice and software-guided...

Bots are forging the next generation of index funds

March 26, 2019

Kensho Technologies was focused on analyzing North Korean missile launches, earthquakes and elections when John van Moyland joined in 2014. The Central Intelligence Agency was among its early backers. Now its focus has shifted to finance. S&P...

Apple wades deeper into financial services territory

March 26, 2019

Apple is slowly wading deeper into financial services. After dipping a toe in with Apple Pay in 2014, the company's latest product — a proprietary credit card offered in partnership with Goldman Sachs — takes a full step into the waters....

Client onboarding presents a critical first impression

March 25, 2019

In the financial planning industry there are lots of ways to recruit new clients, but what comes next can make or break a satisfying and lasting relationship. Whether the client is leaving another adviser or working with an adviser for the first...

Top performing advice firms have a distinctive focus on technology

March 22, 2019

It's traditionally thought that smaller advisory firms are able to embrace new technology quicker than larger firms. With fewer advisers to train or accounts to migrate, the small boat can turn quicker than the large ship. But large firms appear...

Voya Financial Advisors exposes more sensitive adviser information on its website

March 22, 2019

Weeks after a computer glitch risked exposing the Social Security numbers of its 1,800 registered reps and financial advisers, Voya Financial Advisors Inc. again revealed sensitive information about its advisers. This time, a list on the Voya...

Big data: seeing investments in an entirely new way

March 22, 2019

Across American society, big data is shining a brilliant light on previously obscure relationships. Marketers use people's web searches and purchase histories to offer up their most irresistible offers. Political campaigns transform ages, education...

Cybersecurity concerns over messaging apps grow as more firms enable adviser texting

March 21, 2019

Instant messaging is increasingly popular in financial services, but there is growing concern about new cybersecurity vulnerabilities firms the apps can introduce to firms. A survey from software firm StarLeaf found 61% of employees at financial...

Carolyn McClanahan talks aging, prostates and going out of business

March 20, 2019

To hear Carolyn McClanahan tell it, healthcare has become a sort of pariah among financial advisers — they don't want to deal with the issue with clients, at least not in a substantial way. Ms. McClanahan, a financial adviser, recently co-founded...

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