Investment strategies

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

The new competition asks innovators to take client experience to the next level.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

Inflows have persisted since the infamous “volpocalypse” in early February.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

ESG goes mainstream

Digital advice is still in its early days, says SigFig CEO Mike Sha.

Mike Sha, Co-Founder and CEO, SigFig

Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.

The future of wealth management melds technology with a human touch, but firms will face challenges.

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

The business case for going digital

Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.

Data about client behavior will drive better user experiences.

Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

The asset manager's flows are down 42% year-over-year. The industry: 50%.

Older clients have more assets, but younger investors are leading the digital charge.

Single-day drops are 20% bigger on average than gains, the widest gap in seven decades.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.