Asset management

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.

Unlike humans, the technology is not able to explain why it made a particular decision.

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.

The market is estimated to be worth over $8 trillion in the U.S. alone.

There is something to be said for active managers in the age of Trump.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

Aug. 14: After following the industrywide digital-first movement in its acquisition of MyVest, TIAA is now examining how it serves its clients.