Portfolio Sharing Platforms: Online Investing's Growing Opportunity
Openfolio has quickly grown into a community of more than 25,000 investors, all drawn to the idea of seeing what various members are investing in and comparing portfolios to measure how they are doing.
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IBDs are being "purposefully indecisive," when it comes to robo advice, says Celent senior analyst Will Trout. "They are playing a watch and wait game." more »
FINRA is weighing whether to drop a plan for a trade-surveillance system that has drawn sharp opposition from the brokers that fund the agency. more »
One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology. more »
"The bar of expectations among advisors has been raised by their experience with a best-in-class website," says the author of a new report in which advisors ranked fund managers. more »
Digital upstarts are out to steal traditional banks' customers by taking the hassle out of everything from account opening to borrowing. It’s tough to compete with banks' resources and brand recognition, but these new mobile competitors are adamant that they can win on customer experience. more »
Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help. more »
"We're betting on financial advisors and personalized financial advice delivered by people," says RJFS President Scott Curtis. more »
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. more »
Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients. more »
There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing. more »
Total client assets for the wirehouse also rose to a record $2.047 trillion, edging it into the no. 1 spot past rival Merrill Lynch. more »
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 »
While many banks prefer to be fast followers, RBC has a patent pending on mobile wallet technology. The goal is to secure a prominent place in customers' mobile wallets before it gets harder to do so. more »
11 Creative Ways Advisors Have Changed Their Fees
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