In|Vest Conference

Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

RIAs need to review fee flexibility, target markets, value and branding.

The bank is taking a cue from FANGs and using data to personalize clients’ experience.

Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.

The company’s behavioral science unit discovered website-related elements encourage employees to save more.

Financial firms are grappling with what — and how — to tell consumers about the use of their private information.

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

MyVest’s Anton Honikman shares secrets of a successful partnership.

The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.

More than one-third of the $1 billion new assets on the digital advice platform are from new clients.

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

Without advisor buy-in, scale can't be achieved, the tech executive says.