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Customer data
Why advisory firms need advanced analytics
Banks and wirehouses have a head start on data, while RIAs face challenges, according to a new report.
Will financial wellness fly for Envestnet?
The platform provider is pushing the concept hard, but early reviews are mixed.
Yodlee is Envestnet’s hottest act, but data security concerns mount
The tech giant's data division rolls out new apps for clients — and links to Alexa.
Is Envestnet’s market dominance also its weakness?
The technology platform powerhouse is betting on integration, but competitors eye disruption.
SIFMA rolls out new guidelines on data protection
Collaboration is key to the effort since there “is no competitive advantage to be the only firm engaged in data protection."
Voices
It’s 2018: Do you know where your client data is?
Eric Clarke
CEO and founder
Orion Advisor Services
To protect their practice, advisors should know the answers to several critical questions about how vendors use and safeguard their data.
Voices
Cater to clients who care about financial data
Patrick Beaudan
CEO
Emotomy
Let technology help your practice increase customer retention and find better prospects.
What's the next step in financial planning's evolution? Look to the Fitbit
Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.
Cetera's new digital tool for deciphering client behavior
Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.
