Sean Allocca is a former associate editor of Financial Planning.
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Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.
By Sean AlloccaJanuary 15 -
The partnership will likely help both industry titans with their long-term strategic plans.
January 9 -
While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.
By Sean AlloccaJanuary 2 -
The commission-free brokerage did not reasonably review “hundreds of thousands of orders each month,” according to the regulator.
December 19 -
Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.
By Sean AlloccaDecember 12 -
The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”
By Sean AlloccaDecember 6 -
The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.
By Sean AlloccaDecember 4 -
Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.
By Sean AlloccaDecember 1 -
The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.
By Sean AlloccaDecember 1 -
The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.
By Sean AlloccaNovember 21