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In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7
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The new offering is intended to offer passive index and ETFs that track markets as well as active.
June 6
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The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.
June 2
Cetera Financial Group -
"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31
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Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.
May 31
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Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.
May 31
Jefferson National -
The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25
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The robo advice firm says it already has a number of customers with more than $10 million each.
May 24
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"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17
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Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.
May 12
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The digital platform was intended for use by all of the firm's wealth advisers.
May 10
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The partnership “shows just how much technology is being democratized and customized,” according to one researcher.
May 10
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A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.
May 4
Mercer Advisors -
From BlackRock CEO Larry Fink to author Michael Lewis, here are the most thought-provoking remarks made at the asset manager's annual conference.
May 1
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CEO Larry Fink aims to ramp up technology offerings for advisors, from BlackRock's robo platform to Aladdin, a data and risk analytics platform.
April 28
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Young firm lays off 10; president who lead business-to-business effort resigns.
April 28
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As products and advice change, there’s one clear winner.
April 27
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Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.
April 26
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As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.
April 26Jefferson National -
Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.
April 25
