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RIAs: Seize this moment to invest in talent

October 7, 2019

The advisory business has experienced phenomenal expansion in recent years, a testament to the shift toward a fiduciary standard that's been driven by changing investor preferences. Yet, even firms that are achieving healthy top-line growth...

eMoney Advisor unveils Project Avocado for mobile budgeting

October 17, 2019

Offering a playful nod to millennial fondness of a certain green vegetable, eMoney Advisor showed off its new mobile budgeting app called Project Avocado at its annual conference for advisers. The financial planning technology vendor, which...

Pershing and Fidelity making it easier for advisers to use model portfolios

October 14, 2019

Custodians are introducing new technology to make it easier for financial advisers to use model investment portfolios with clients. BNY Mellon Pershing announced on Monday a new digital portal for managing and delivering model portfolios, while...

What 'householding' means for advisers, and why it's the holy grail for technology

September 30, 2019

Spend enough time around technology vendors and industry executives talking about the future of the advice industry and you'll inevitably come across the term "householding." Helping advisers effectively manage all a family's financial accounts,...

Robinhood gives banking another shot

October 8, 2019

Robinhood Markets Inc. is giving banking another shot, 10 months after its first attempt at a checking and savings product flamed out in spectacular fashion. On Tuesday, the company laid out a new feature, called Cash Management, that takes...

IRS releases new guidance on cryptocurrency

October 9, 2019

Cryptocurrency holders know more about what the Internal Revenue Service expects to see on their tax returns, thanks to new guidance from the agency. [More:​ IRS takes on cryptocurrencies] The IRS released a ruling and a question-and-answer...

Riskalyze launches multi-custodial trading tool

October 3, 2019

Riskalyze continued expanding beyond its roots as a digital risk assessment tool with the reveal of new automated trading technology on Thursday at the fintech firm's annual Fearless Investing Summit in Boston. Built in partnership with Flyer,...

Forget millennials, fintechs have eyes for Gen Z

August 27, 2019

Want to feel old? The oldest members of Gen Z, the name marketers cooked up for a consumer demographic younger than millennials, have graduated college, are entering the workforce and are ready to invest. Or they would be if they weren't buried...

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.

Envestnet founder and CEO Jud Bergman killed in automobile crash

October 4, 2019

Envestnet CEO Judson Bergman, 62, and his wife, Mary Miller, were killed early Thursday morning in an automobile accident in San Francisco. Mr. Bergman founded Envestnet in 1999 to create a software desktop for independent financial advisers....

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...

Could Google get into fund management?

August 7, 2019

Silicon Valley has not been coy about its plans for Wall Street. Uber is planning a New York City office to develop financial technology products, Amazon and Apple are getting into the credit business, and Microsoft is partnering with BlackRock...

'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,...

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...

BlackRock data leak highlights the human side of cybersecurity

January 23, 2019

BlackRock Inc. made headlines over the weekend with a series of stories that it accidentally exposed confidential information involving about 20,000 financial advisers. In particular, data involving advisers with LPL Financial, Envestnet and...

The anatomy of a top-performing wealth management firm

December 5, 2018

Executive Summary As many elements of the traditional wealth management business become commoditized, advisors and their firms are seeking more effective ways to add value and stand out in an increasingly competitive environment. Providing personalized...

Is TCA by E*Trade's new account aggregation tool late to the party?

November 29, 2018

TCA by E*TRADE announced Tuesday the launch of a new account aggregation tool, CompleteView. Advisers who custody assets with TCA can use CompleteView to gather data across a client's accounts, even from other custodial accounts, to get a more...

Can financial advisers really achieve a paperless back office?

November 12, 2018

In 1975, Businessweek described the workplace of the future, predicting "the paperless office" in which nearly all day-to-day activities were executed and managed by technology. Today, due in large part to the advent of electronic communication,...

Divide between former robo-rivals widens

October 3, 2018

In a pair of blog posts this week, Betterment and Wealthfront showed how far the former fierce rivals have diverged in recent years. On Tuesday, Betterment founder and CEO Jon Stein stated the case for traditional advisers adopting automated...

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