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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...

Redtail CRM data breach exposes personal client data

May 21, 2019

A data breach may have exposed personal client information that advisers store on Redtail Technology's client relationship management software, according to an email the fintech firm is sending to affected advisers. The email, obtained by InvestmentNews,...

RIA launches its own direct-to-consumer planning and robo-advice technology

May 20, 2019

While firms across the advice industry are turning toward financial planning and digital advice technology to reach new clients and assets, North Capital, a registered investment adviser with $244 million in assets under management (according...

Ladenburg looking at student loans, impact investing, health care for future fintech investments

May 17, 2019

To help advisers at its subsidiary firms stay current with the socioeconomic trends shaping the future of the financial advice industry, Ladenburg Thalmann brought together 75 forward-thinking, growth-oriented advisers for its second Innovation...

Building a "fortress P&L" that can get firms through a market downturn

May 16, 2019

After a long period of market growth, are advisory firms protected if the market were suddenly to go through another downturn? How can you tell if your firm is one that could be in trouble? What do you need to do to turn your firm's P&L into...

Millennials drawn to JPMorgan app offering free trades

May 15, 2019

JPMorgan Chase & Co.'s investing app is attracting newbies. Half of customers opening accounts on the bank's You Invest platform are millennials, according to Kunal Vaed, head of digital self-directed investing at JPMorgan. Some have been tempted...

The world is flat — and some people like it that way

May 15, 2019

Last time in this space I stirred the pot a bit by calling out the uneven "progress" of wealth management firms on adopting better productivity and embracing demographic realities — especially the rising importance of women clients and the...

Controlling your Google search results may not be enough

May 14, 2019

My financial planning firm gleans more than 50% of our new client leads from Google search alone. How does this happen? For the most part, people head to Google and type in terms like "San Diego financial planner" or "financial advisor in San...

Bitcoin rises above $7,000, further fueling interest in cryptocurrency market

May 13, 2019

Bitcoin jumped above $7,000 and didn't look back, as its longest winning streak since 2013 continued to rekindle the global cryptocurrency market. Monday's 16% advance comes only a few days after the digital asset broke through $6,000 and looks...

Innovate or else: Advisers must leave the comfort zone before it's too late

May 11, 2019

A lack of innovation is threatening the growth that the financial advice industry has become accustomed to in recent decades, according to some top advisers. Technology is commoditizing advice services. Without innovation "you may not be here...

Honoring innovation

May 11, 2019

For the first time, InvestmentNews is highlighting and honoring firms that have developed innovative approaches to the opportunities and challenges facing the financial advice profession.

Carson Group advisers will soon be able to offer clients banking accounts

May 10, 2019

Carson Group announced several new products and services at its annual Excell conference, including a mobile-only banking service that advisers can offer clients. Through a partnership with financial technology firm Galileo, the 108 firms supported...

SEC, Finra warn investors not to base stock decisions on social sentiment

May 9, 2019

The Securities and Exchange Commission and the Financial Industry Regulatory Authority Inc. are warning investors about using social media data to make investment decisions. In recent years, companies like TickerTags, Social Market Analytics...

What could Envestnet buy next?

May 8, 2019

Envestnet has a clear and defined roadmap for creating what CEO Jud Bergman calls a financial wellness platform — a cloud-based technology ecosystem advisers can use for financial planning, budgeting, savings, protecting capital, legacy planning...

Salesforce has new artificial intelligence tools for advisers

May 7, 2019

Salesforce is making its Einstein artificial intelligence technology more useful for financial advisers. The new Einstein Analytics for Financial Services can predict which clients are most — or least — likely to increase their assets under...

Morningstar latest to launch investment model marketplace

May 6, 2019

Morningstar is the latest company to offer advisers a digital marketplace of third-party investment models and strategies. The new model marketplace will be available on Morningstar Office Cloud for no additional costs and will feature products...

Fidelity to start trading bitcoin

May 6, 2019

Fidelity Investments, which began a custody service to store bitcoin earlier this year, will buy and sell the world's most popular digital asset for institutional customers within a few weeks, according to a person familiar with the matter....

Don't let these four data myths hold you back

May 6, 2019

The most successful wealth management firms today continually maximize the value they provide for clients. In many ways, they've embraced forward-thinking technology and business models — think robo-advisers, outsourced investment management...

Q&A: BlackRock and Envestnet executives discuss partnership strategy

May 3, 2019

Nearly six months ago, BlackRock announced plans to spend $122.8 million to buy a 4.9% equity stake in Envestnet. The partnership was built to bring BlackRock's technology — iRetire, FutureAdvisor, Advisor Center and Aladdin — to the thousands...

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