Online, But Trying to Be More Than Just a Robo
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.
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The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age. more »
When Apple releases its smartwatch next week, there will be apps available from at least five banks — and four of them are community banks. more »
Fidelity's custody unit is backing a deal in which a Mariner Holdings unit will pay 35 basis points for referrals of mass affluent customers. more »
Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status? more »
Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management. more »
In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group. more »
Banks are gravitating toward a new technology they think can help customers more easily open mobile accounts: allowing photographs from smartphones to help customers auto-fill portions of their application. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
Among the wealthiest clients, Fidelity and Vanguard retain their perennial leadership positions in firm perception, but there is room for others to advance their brand, according to a new study on investor sentiment toward insurance and retirement investment product providers. more »
Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients. more »
During a session titled "Secrets of a Top Producer," Michelle Brennan Hall offered three questions that advisors can use to refine their firms' direction. more »
'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients. more »
Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients. more »
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