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Just three hours can improve retirement readiness: Study
An Australian university found that a short online class, especially in conjunction with financial advice, helped retirement confidence.
Small employers don’t know the tax perks for starting 401(k)s
There are incentives of up to $5,000 to start plans, but many business owners don't take advantage of that, EBRI found.
Investors who overestimate their financial acumen pay higher fees, Finra says
But those who showed objective knowledge paid less, research shows.
Gen X on shaky ground for retirement, with 40% having saved nothing
The median retirement account balance among Gen Xers is just $10,000, NIRS found.
Financial industry CEOs earn more as shareholder returns fall
Higher stock and option awards notched chief executives' pay even higher last year, according to a report from ISS Corporate Solutions.
People don’t get how robos work, and that’s a problem, J.D. Power finds
Demand for robos might be cooling, but many are still interested in them, despite a lack of understanding.
Benchmark your firm’s performance before Friday, June 12
All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard
Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report
Fintech firms that are at least five years old are receiving more funding and are being acquired more often
More consolidation coming in online brokerage market
Firms need large cash on hand to make up lost commission revenue
Does increased technology usage boost advisers’ bottom lines?
This is an excerpt from the 2013 InvestmentNews Technology Study. We have identified a group of…
RIA productivity and profitability: Integration pays
This white paper from Envestnet | Tamarac examines the impact that technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency.
Advisers plan to use tech to kick client experiences up a notch
E&Y study also finds greater focus on mobile technology; compliance still a big challenge.
The 2013 Adviser Technology Study
This InvestmentNews Research Study provides advisers with a blueprint for purchasing, implementing and measuring the success of technology products and platforms. It also allows advisers to benchmark their own technology investments against peers, top-performing advisory firms and the industry's most innovative advisory firms.
The 2011 RIA Technology Study
The 2011 InvestmentNews RIA Technology Study features how technology can help support growth; factors to consider when investing in technology; the benefits of outsourced solutions versus managing functions in-house; integration and what it really means for an advisory firm.
