In|Vest Insights

Walter Bettinger argues robos might work for "a very small percentage of people," but not for the overwhelming majority of the investing community.

The common experiences of this younger generation makes them a different type of client than the traditional U.S. investors.

Envestnet's acquisition of Finance Logix marks the latest in a string of big firms snapping up advisor-focused technology providers.

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.

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."

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

Leverage technology and emphasize marketing, branding and service to compete with robos, IMCA attendees are told.

"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.

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.

Besides better plans, the personal financial portal of our planning software offers a number of benefits for clients.