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Pershing's incoming CEO sees opportunity in high-demand advisory services

June 12, 2019

Pershing's incoming chief executive said Wednesday the custodian is focused on taking advantage of the increasing market for investment advice and helping advisers on its platform expand their businesses with faster technology and richer data....

Riskalyze adds fintech veterans to leadership team with eye on aggressive growth

June 11, 2019

Riskalyze is boosting its leadership with a couple of well-known industry veterans in an effort to grow the technology's presence among larger wealth management firms. Lori Hardwick, best known for being one of the original partners of Envestnet,...

Personal Capital latest digital adviser to offer high-yield cash accounts

June 11, 2019

Personal Capital is the latest digital adviser offering to help investors with cash management.​ The hybrid firm, which combines traditional advisers and technology to serve more affluent clients than those handled by purely digital robo-advisers,...

Robo offers SRI portfolios supporting racial justice

June 6, 2019

OpenInvest, a digital advice startup focused on impact investing, is putting a new spin on socially responsible investing by building portfolios consisting only of companies committed to racial justice, both in the workforce and among executive...

Fidelity building managed accounts platform

June 6, 2019

Fidelity is firing another shot in the escalating battle over financial advisers' workstations with a new managed account platform to rival turnkey asset management platforms. The firm will announce Thursday a new wealth management platform...

The future belongs to visionaries. Let's build their tools today

June 6, 2019

If you ask someone in the financial services industry about their goals, chances are good you'll hear that they want to attract more clients, improve their client experience or accelerate their growth. The specifics vary, but most want to get...

Where advisers are focusing their attention this year

June 5, 2019

It's amazing how much I learn from fellow advisers, even after being in this profession for more than 35 years. As 1,300 advisers, team members and industry executives descended on the Excell 2019 conference in Chicago last month, the energy...

Oranj and TradeWarrior battle moves beyond the courtroom

June 4, 2019

The executives behind Oranj and TradeWarrior are looking to move on from a litigious breakup following Oranj's majority-share acquisition of the rebalancing software in April 2017.​ One year after the deal, TradeWarrior founder and former...

ETFs now used by 88% of advisers, FPA survey finds

June 4, 2019

For the fifth year in a row, exchange-traded funds remain the most popular of 22 investment options in a survey of financial advisers by the Financial Planning Association. Currently, 88% of advisers surveyed currently use or recommend ETFs....

Merrill Lynch adding human advisers to Guided Investing robo

June 3, 2019

Bank of America is adding human financial advisers to its digital advice platform, Merrill Guided Investing. The advisers will fill a service gap between the firm's purely digital, self-directed robo-adviser and the full-service advisers of...

Personal compliance: Your social media needs to pass this important test

May 31, 2019

The inspiration for this column comes from Game of Thrones. Now there's something I never thought I'd type. The funny thing is I've never seen the show. And don't worry about spoilers, as I don't plan to watch it. But the problem as it relates...

Financial firms need to standardize data so fintechs can build next-generation software

May 31, 2019

One reason it's so difficult to develop new technology for financial advisers, or perfect the ones they use right now, is there is no universal standard for data in the financial services industry. The digital platforms at each bank, broker-dealer,...

The robo-advice market is growing, but changing

May 30, 2019

The market for direct-to-consumer digital advisers continues to grow, according to a new report from research firm Aite Group. Assets under management at direct-to-consumer digital advisers increased 15% in 2018, reaching a total of $257 billion...

Redtail isn't the only firm with cybersecurity issues

May 28, 2019

Redtail Technology is the latest firm dealing with the fallout of a cybersecurity issue, but it likely won't be the last. In an email sent to advisers last week, Redtail blamed its leak on systems that inadvertently stored investors' personal...

Wealthfront has courted controversy with risk-parity fund

May 28, 2019

Wealthfront Inc. is known for doing the most boring type of investing possible — sticking clients' money in mutual funds and ETFs and taking a small fee. But last year, the robo-adviser launched a new product that departed from that model....

Robinhood is set to raise at least $200 million in new funding

May 24, 2019

Robinhood Markets Inc. is close to securing at least $200 million in fresh funding, according to a person familiar with the matter. The round is said to value the company at more than $7 billion. The cash infusion is coming from existing investors,...

Redtail response to investor data leak may have broken state laws

May 24, 2019

Redtail Technology may have broken state cybersecurity regulations with its response to leaked investor personal identifying information. The fintech firm waited more than two months after first detecting an internal error that publicly exposed...

5 CRM functions advisers ignore at their peril

May 22, 2019

Client relationship management (CRM) software is one of the most popular and vital components of the modern adviser's desktop. The 2019 InvestmentNews Adviser Technology Study found 85% of advisers are using a CRM, and many have these systems...

State regulators release model cybersecurity rule

May 21, 2019

State securities regulators released a model cybersecurity rule package Tuesday, offering a regulatory framework that states can adopt to bolster protection of client data. Under the model proposed by the North American Securities Administrators...

Why our firm hired a data geek instead of another financial adviser

May 21, 2019

Data-driven organizations are 23 times more likely to gain customers, six times more likely to retain customers, and 19 times more likely to be profitable as a result, according to the McKinsey Global Institute. In my nearly 20 years of working...

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